AI-powered services delivery
See why 1M+ professionals trust Certinia to connect their services business
Certinia is the only Salesforce-native platform that unifies sales, services delivery, finance, and customer success in one connected system. The results: unified data, smarter decision-making, and superior customer outcomes.
Empowering 1,400+ customers
Solutions built for your ever-changing services business
Professional Services Cloud
Move beyond disjointed delivery. Certinia connects every aspect of services delivery in a single application–from sales to renewal.
- Best-in-class estimating for accurate, compelling quotes
- Advanced AI-powered staffing for demand-focused resourcing
- Powerful revenue and resource forecasting for confident project planning
Financial Management Cloud
Unify your CRM, project data, and financials on a single platform. Give leaders a complete, real-time view of company financials without the risk and inefficiency of disconnected systems.
- Manage profitability from sales through delivery and recognition
- Generate real-time financial analysis & audit trails with ease
- Achieve one trusted source for every revenue stream
Customer Success Cloud
Proven customer success platform, built directly on Salesforce, ensures a proactive, outcome-led engagement. Gain new levels of control over all your customer success initiatives from sales to renewal.
- Operationalize best practices with standardized playbooks
- Personalize customer experience with AI-enabled communications
- Automatically identify at-risk customers and collaborate to prevent issues
Product awards and recognition
What customers say about our solutions
“Every customer success solution has a connector to Salesforce, but Certinia’s Customer Success Cloud is the only one natively built on Salesforce. This solution is ideal for our team because it allows us to leverage our existing integrations and investments in Salesforce, along with Marketing Cloud for notifications, Einstein for AI, Slack for collaboration, and Data Cloud to ensure our Customer Success Managers know everything they should about their accounts.”
- Jim Roth
- President, Customer Success
Salesforce
“The way Certinia PS Cloud works with Salesforce empowers me to configure it rather than relying on external expertise, which is a huge advantage.”
- Sean Cashin
- Chief Customer Officer
BeyondTrust
“In my role, looking over our systems, I see Certinia and Salesforce adding value since they are within the same platform. From the time we first engage with a prospect, through to the sale and invoicing process, and services delivered, we see their entire journey. This visibility helps our teams continually improve our customers’ experiences.”
- Eugene Murtagh
- Senior Systems Analyst
Integrity360
“The services we received from Certinia’s customer success team and their product allowed us to better align our business processes with our accounting needs. We enjoy the product and appreciate its seamlessness within the Salesforce environment.”
- Kendra Golob
- Product Management Director
McKinstry
“The combination of Salesforce and Certinia gives us everything we need for managing our customer relationships, projects, and accounting. This end-to-end solution is just what our business needs to continue on its growth path.”
- Daniel Cox
- Group Manager, Technology
Proximity
“The power of Certinia, purpose built for the Salesforce platform, enabled us to stay connected while growing rapidly and expanding internationally.”
- Peter Heit
- Director of Operational Finance
Efficio
Why choose a Salesforce-native solution?
It's simple: Certinia extends the power of Salesforce, sharing the same customer record, user experience, and analytics as the world’s most trusted cloud platform.
- No costly integrations, no data disconnects
- One familiar interface, company-wide
- Faster time to value, backed by trust
- Single source of truth across your business
Services organizations using Certinia PSA solutions are achieving metrics like
What if you could run your entire services business on one platform?
See how Certinia’s Salesforce-native Professional Services (PS) Cloud, Financial Management (FM) Cloud, and Customer Success (CS) Cloud solutions can help you create a connected services journey.
