AI-POWERED SERVICES DELIVERY
Put an end to profit leaks and unify your services business with Certinia
Certinia unifies your entire customer lifecycle on the Salesforce Platform, from initial opportunity through project delivery, financial close, and renewal. Gain the superior visibility you need to stop revenue leakage and scale with confidence.
Trusted by industry leaders
Our G2 reviewers say: Unified data, smarter decisions
Here’s what services teams report after connecting their data with Certinia on Salesforce:
★ ★ ★ ★ ★
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
- Girish A., Technical Solutions Manager
★ ★ ★ ★ ★
“It provides real-time visibility into project financials, resource utilization, and time tracking—all within the Salesforce ecosystem—making it highly efficient for services teams.”
- Shubham J., Software Engineer
★ ★ ★ ★ ★
“Certinia PS Cloud solves revenue leakage and provides a seamless sales-to-services handoff, revenue forecasting, and resource forecasting, to name a few. This ultimately drives customer 360 and satisfied clientele.”
- Robert H., Director of Business Development
★ ★ ★ ★ ★
“The UI is intuitive, making it easy to navigate for both new and experienced users. It supports seamless time tracking, resource management, and project management, all within a single, scalable platform. Implementation is straightforward, and the tool adapts well as business needs grow. Customer support has been excellent, and the platform has become a core part of our daily operations—we use it frequently across teams.”
- Shiv S., Software Engineer
★ ★ ★ ★ ★
"Certinia FM Cloud addresses a spectrum of business challenges, delivering tangible benefits through its comprehensive solutions. Firstly, it streamlines operations by consolidating diverse processes like finance, procurement, and inventory management onto a unified platform. This not only reduces manual efforts but also mitigates the risk of errors, fostering a more efficient workflow."
- Rahul D. Program Analyst
★ ★ ★ ★ ★
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
- Girish A., Technical Solutions Manager
★ ★ ★ ★ ★
“It provides real-time visibility into project financials, resource utilization, and time tracking—all within the Salesforce ecosystem—making it highly efficient for services teams.”
- Shubham J., Software Engineer
★ ★ ★ ★ ★
“Certinia PS Cloud solves revenue leakage and provides a seamless sales-to-services handoff, revenue forecasting, and resource forecasting, to name a few. This ultimately drives customer 360 and satisfied clientele.”
- Robert H., Director of Business Development
★ ★ ★ ★ ★
“The UI is intuitive, making it easy to navigate for both new and experienced users. It supports seamless time tracking, resource management, and project management, all within a single, scalable platform. Implementation is straightforward, and the tool adapts well as business needs grow. Customer support has been excellent, and the platform has become a core part of our daily operations—we use it frequently across teams.”
- Shiv S., Software Engineer
★ ★ ★ ★ ★
"Certinia FM Cloud addresses a spectrum of business challenges, delivering tangible benefits through its comprehensive solutions. Firstly, it streamlines operations by consolidating diverse processes like finance, procurement, and inventory management onto a unified platform. This not only reduces manual efforts but also mitigates the risk of errors, fostering a more efficient workflow."
- Rahul D. Program Analyst
Why top-performing services leaders choose Certinia
Sales & Services on one platform
Convert opportunities to projects in one click. Unify pipeline, staffing, delivery, and billing all on Salesforce.
Demand-side resource planning
Forecast demand, match skills, reduce bench, and staff faster with AI-powered recommendations.
Real-time financial visibility
Track financial and project health as work happens; make decisions with embedded analytics.
Fewer integrations, less risk
Because it’s Salesforce-native, you avoid brittle syncs and third-party middleware.
Ready to put an end to revenue leakage before and after delivery–all on Salesforce?
Request a personalized demo today to learn how Certinia helps services businesses:
- Sell: Accelerate your sales cycle and deliver accurate, profitable project quotes.
- Staff: Optimize resource allocation by matching the right people to the right projects.
- Deliver: Execute and track projects in real time with comprehensive tools.
- Bill: Automate billing and revenue recognition to eliminate revenue leakage.
- Renew: Drive predictable revenue by proactively managing the customer lifecycle.
Frequently Asked Questions
We're already on Salesforce—will Certinia fit?
Yes! Certinia is built natively on Salesforce, sharing data, UX, and analytics. This seamless foundation eliminates the data friction and costly integrations that often lead to revenue leakage in disconnected systems.
What makes you different from other Professional Services Automation (PSA) providers?
Unlike other PSAs, Certinia unites AI-driven staffing with real-time, end-to-end financial visibility and a closed-loop connection to Customer Success—all on the familiar Salesforce Platform.
Can we start small and expand our journey?
Absolutely! Many customers begin with core resourcing and project delivery, then easily add financials and advanced analytics as they grow and focus on optimizing their customer success and renewal cycles.
Experience the Certinia advantage today.
