Industries
Industries

Consulting & Advisory

IT Services

Software

IT Hardware

Tax & Audit

Consulting & Advisory

Gain complete visibility and control over your entire consulting business with a single source of truth. Our platform connects your strategy and operations, ensuring flawless project delivery and a reputation for excellence from pipeline to project closeout.

Transform your Consulting & Advisory Practice

IT Services

Centralize delivery, staffing, and financials on one Salesforce-native platform for smarter, faster business decisions.

Solutions for Service Teams

Software

Connect services, financials, and customer success on one Salesforce-native platform to drive predictable growth across the software lifecycle.

Built for Software Organizations

IT Hardware

Certinia helps IT hardware firms unify services and success on a single platform to accelerate profitable growth from purchase to renewal.

Support for Hardware Operations

Tax & Audit

Certinia helps tax & audit leaders achieve visibility, precision, and insights to manage complex projects with clarity and confidence.

Tools for Compliance Teams
Solutions
Solutions

Professional Services Cloud

Financial Management Cloud

Customer Success Cloud

Certinia AI

Salesforce Native

Value Engineering

Professional Services Cloud

From resource planning to project delivery, Certinia’s Professional Services (PS) Cloud unifies operations on Salesforce to drive end-to-end efficiency and exceptional customer outcomes.

Explore PS Cloud

Financial Management Cloud

Connect your financials, billing, and revenue management to your customer and delivery data with Certinia Financial Management (FM) Cloud. Ensure every financial action supports a cohesive customer journey.

Explore FM Cloud

Customer Success Cloud

Certinia’s Customer Success (CS) Cloud unifies sales, success, services, and support on a single platform. Deliver a connected end-to-end customer experience that drives lasting value–all on your system of record: Salesforce.

Explore CS Cloud

Certinia AI

From AI-driven resource planning to customer health tracking, Certinia AI brings agentic intelligence across the platform to drive end-to-end automation and build your path toward Autonomous Services Delivery.

Explore Certinia AI

Salesforce Native

Certinia helps you maximize your Salesforce investment. Built on the Salesforce platform, Certinia leverages the same customer records, user experience, and robust analytics as the world's most trusted cloud business platform.

See the Salesforce-native Advantage

Value Engineering

Unlock the full potential of your investment. We partner with you early to develop tailored business cases that align technology investments with strategic goals and measurable outcomes.

Our Value Engineering Promise
Services
Services

Support

Partner with Us

Services Partners

ISV Partners

Integrations

Support

Support team is here to help you get the most out of your Certinia software, every step of the way. We're committed to providing the fast, reliable, and knowledgeable assistance you need to keep your business running smoothly.

Explore Customer Support

Partner with Us

Our Partner Program helps customer-focused companies—whether you're collaborating, implementing, or developing—find new opportunities and deliver lasting value.

Become a Certinia Partner

Services Partners

We work with a trusted network of Certinia certified partners who bring specialized expertise and tools to support seamless, successful customer implementations.

View Services Partners

ISV Partners

A successful business needs more than just great software; it needs great partners. At Certinia, we have built a trusted ecosystem of Independent Software Vendors (ISVs) with complementary solutions to help you get the most out of your business applications.

View ISV Partners

Integrations

Connect all your applications to streamline data, automate workflows, and unify your systems. Built natively on Salesforce, Certinia provides seamless integration with other on-platform apps and a secure API model for off-platform systems. Make the connections that move your business forward.

View Available Integrations
Resources
Resources

Resource Library

Industry 101

Customer Success Stories

Training Center

Blog

Upcoming Events

Resource Library

Visit the Resource Library for the latest industry insights, trends, and practical solutions to help your services business grow. From webinar recordings and product tours to eBooks and industry guides, we have you covered!

Explore Resource Library

Industry 101

Industry 101 is your guide to key business concepts, with easy-to-digest explainers on PSA, project management, financial management, ERP and more.

Get the Insights You Need

Customer Success Stories

Discover how customers like you transformed their services business with Certinia.

Read Success Stories

Training Center

Accelerate user adoption with in-depth virtual instructor-led training or on-demand Certinia Academy courses, delivering the expertise you need exactly when you need it.

Explore Training Programs

Blog

Discover the latest ideas, trends, and innovations shaping the services industry. The Certinia Blog offers strategies, stories, and solutions to help you power growth.

Check Out Our Blog

Upcoming Events

Stay informed about upcoming webinars, conferences, and live sessions designed to help you get the most out of Certinia.

View Events
About Us
About Us

Our Leadership Team

Careers

News Center

Our Leadership Team

We put our customers at the center of our business so that they can put their customers at the center of theirs.

Meet the Leadership Team

Careers

We believe diverse, inclusive teams drive better business and workplace outcomes. We encourage you to bring your whole self—your unique skills, experience, and perspective—to everything you do at Certinia.

Join the Team

News Center

Read the latest news, press releases, and blog posts from Certinia or download Certinia media assets.

See What's New
Contact Us
Contact Us

Contact Us

Request a Demo

Upcoming Events

Contact Us

Whether you’re curious about our products, pricing, or anything else, our team is eager to assist you. We’re here to understand your goals, answer your questions, and help you discover how Certinia can support your business.

Contact Our Team

Request a Demo

See how Certinia’s Salesforce-native Professional Services Cloud, Financial Management Cloud, and Customer Success Cloud solutions can help you create a connected services journey.

Request a Demo

Upcoming Events

Stay informed about upcoming webinars, conferences, and live sessions designed to help you get the most out of Certinia.

View Events

Search Results

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Dan Whitfield

Account Executive IV

Articles by this Author

Getting it just right: why resourcing is a ‘Goldilocks’ art

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