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

Veda 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

Veda AI

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

Explore Veda 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
Partners
Partners

Partner with Us

Services Partners

ISV Partners

Integrations

Partner with Us

Our Partner Program helps customer-focused companies find new opportunities and deliver lasting value. Whether you want to refer business, build a dedicated Certinia practice, or develop an integrated product, we provide the tools you need to foster mutual success.

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 Directory

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 Directory

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
Support & Services
Support & Services

Customer Success

Professional Services

Training

Customer Support

Community & Advocacy

Customer Success

Going live is just the beginning of what we can achieve together. Our Customer Success team partners with you to align technology with your strategic goals, driving seamless adoption, confident growth, and measurable outcomes for long-term success.

Explore Customer Success & Plans

Professional Services

Our Professional Services team combines deep product knowledge with our proven Pathfinder methodology to help you design, build, and scale tailored solutions. Supercharged by AI, we collaborate with you at every stage to accelerate time-to-value, drive adoption, and ensure long-term success.

Explore Professional Services

Training

Unlock your team's potential through flexible learning options tailored to every skill level. Access on-demand courses via Certinia Academy, join expert-guided virtual instructor-led training, or earn role-based certifications to configure, manage, and optimize your platform.

Explore Certinia Training

Customer Support

We provide the deep-domain expertise and proactive reliability you need to master your Certinia environment. Whether through 24/7 self-service, peer community, or direct collaboration with our experts, we ensure your technology works as hard as you do.

Explore Customer Support

Community & Advocacy

Connect with a global network of trailblazers to swap strategies, access collective intelligence, and solve real-world challenges. Through our advocacy programs, share your expertise and directly influence the future of Certinia solutions.

Explore Community & Advocacy
Resources
Resources

Resource Library

Industry 101

Customer Success Stories

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

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

Upcoming Events

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

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

Request a Demo

Terry Melnik

Head of Industry and Executive Advisory, Professional Services

Articles by this Author

Promotional banner for the "2026 Global Service Dynamics Report | Technology Services Edition" by Certinia. The main title reads "Before the Signature," with the subtitle "What 613 technology leaders say about AI, pricing, and the work that starts before the deal closes."
Key statistics shown:
* 74% view professional services as a profit center.
* 70% report moderate or significant success from AI deployments.
* 8% rank scoping, pricing and proposals among top AI agent opportunities.

Professional Services Automation

Technology companies are chasing AI everywhere except where the deal gets made

9 Minute Read

Blog