SOFTWARE
The unified platform for profitable software delivery
Connect services, financials, and customer success on one Salesforce-native platform to drive predictable growth across the software lifecycle.
Empowering 1,400+ customers
Certinia helps software firms address these critical challenges
Inefficient resource allocation
Ensure the right people are on the right projects at the right time to improve efficiency and profitability.
- Gain a real-time view of skills and availability
- Optimize resource utilization and margins
- Scale your business without adding headcount
Service and CS misalignment with product releases
Align service delivery and CS motions with fast-moving product timelines to accelerate value realization.
- Keep teams aligned with evolving product cycles
- Reduce onboarding friction and accelerate go-live
- Improved time-to-value
Low visibility into product engagement
Unify usage insights and support data to get a clear picture of customer health and engagement.
- Connect support, success, and usage metrics
- Proactively iIdentify and mitigate churn risk
- Power a smarter, product-led strategy
Disjointed pre-sales to post-sales handoffs
Streamline handoffs between sales, CS, and delivery to protect the customer experience and accelerate time-to-value
- Eliminate data silos and communication breakdowns
- Align pre-sales data with all post-salesdelivery plans
- Enable a seamless, accelerated handoff
Inefficient resource allocation
Ensure the right people are on the right projects at the right time to improve efficiency and profitability.
- Gain a real-time view of skills and availability
- Optimize resource utilization and margins
- Scale your business without adding headcount
Service and CS misalignment with product releases
Align service delivery and CS motions with fast-moving product timelines to accelerate value realization.
- Keep teams aligned with evolving product cycles
- Reduce onboarding friction and accelerate go-live
- Improved time-to-value
Low visibility into product engagement
Unify usage insights and support data to get a clear picture of customer health and engagement.
- Connect support, success, and usage metrics
- Proactively iIdentify and mitigate churn risk
- Power a smarter, product-led strategy
Disjointed pre-sales to post-sales handoffs
Streamline handoffs between sales, CS, and delivery to protect the customer experience and accelerate time-to-value
- Eliminate data silos and communication breakdowns
- Align pre-sales data with all post-salesdelivery plans
- Enable a seamless, accelerated handoff
Tangible results. Unrivaled performance.
Built for the evolving software market
Our solutions help IT leaders respond to emerging trends, from AI and cloud adoption to privacy and security concerns.
Focus on AI-driven capabilities
AI is transforming how software firms operate, from project planning and risk mitigation to predictive analytics and financial management
Heightened data privacy and cybersecurity concerns
As regulations tighten and data exposure grows, software firms must strengthen cybersecurity, enforce access controls, and protect customer and financial data across systems.
Low-code and no-code development adoption
The rise of low-code and no-code development is speeding up product innovation but also increasing complexity in integration and support models post-sale.
Investment in cloud computing
Maximize your Certinia ROI with tailored success plans, expert coaching, and strategic support.
Explore Certinia’s industry-leading cloud solutions, built natively on Salesforce
Professional Services Cloud
Deliver high-impact services with speed and agility.
- Align sales pipeline and customer needs
- Accelerate time-to-launch
- Boost services attach rates
Financial Management Cloud
Scale with confidence.
- Streamline billing and margin tracking
- Align delivery teams and pipeline forecasts
- Support complex pricing models
Customer Success Cloud
Manage the entire post-sale journey inside Salesforce.
- Drive NRR and reduce churn
- Streamline customer onboarding
- Improve CSAT and NPS
See what other companies like yours achieve with Certinia
“Our implementation and go-live was a success. It was great working with the Certinia team. The introduction of Certinia significantly improved our operations and had a positive effect on our organization.”
- Stephanie Banhart
- Manager, Finance-Billings
DocuSign
“Hyland's use of Certinia PS Cloud allowed our services department to re-engineer manual billing and invoicing processes in nine months. The project achieved a 695 percent ROI, verified by an independent research firm, and saw an 84 percent reduction in non-billable project time.”
- Andrea Bucci
- Director, Center of Excellence
Hyland
"My advice to a new customer is to use Certinia PS Cloud’s out-of-the box functionality as much as possible. Take the time for change management.”
- Lillian Lung
- Senior Director
Services Programs
“At UiPath we're not continually reevaluating the value of Certinia because it's already demonstrated. It is purpose-built on the Salesforce platform, enabling us to answer many hard questions. Whether from an audit or how we answer questions about integration with other tools, that doesn’t come up because it's already on the platform. We don't have to worry about the integration. I think the inherent value of Certinia has become self-evident at UiPath.”
- Ian Turlin
- Sr. Manager, Project/Program Management
UiPath
"As a strategy and operations person, I need to keep my finger on the pulse of our capacity and utilization. But that was a nightmare to do with our old system—it could take a week to come up with the data we should have had at our fingertips. Now it's immediately available via Certinia PS Cloud.”
- Jen Atkins
- Business Strategy & Operations Manager
Celonis
"Ultimately, Certinia's proven track record, comprehensive feature set available right now, and seamless native to Salesforce environment gave us greater confidence than the other tools evaluated…”
- Sandi Novomestky
- Director of Project Management
BigID
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.