Revenue Leakage in Professional Services

Certinia Unveils the System of Action for Services, and the Largest Expansion of Veda AI to Date

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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

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Services Partners

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

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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.

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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.

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Resources
Resources

Resource Library

Industry 101

Customer Success Stories

Training Center

Blog

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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!

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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.

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Customer Success Stories

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

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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.

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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.

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About Us

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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.

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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.

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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.

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Search Results

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YOUR DOWNLOAD IS READY

Your revenue leakage guide is ready

You're one step closer to closing the margin gap hiding in your books. Start measuring leakage in your delivery model and putting the six operational disciplines to work. You’ll learn:

Formulas to measure leakage across T&M, fixed fee, and services credits

The six operational disciplines that stop leakage at the source

Where AI copilots and quality agents can enforce compliance for you

Download the Report

revenue drain Master pdf

Stop reactive damage control. Start proactive margin protection.

See how Certinia PSA combined with Icon Cloud’s specialized AI agents can automatically flag budget overruns and enforce timecard compliance in real time.

Book a Demo

More free resources to explore

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BLOG POST

See why services teams are turning to CPQ to cut proposal turnaround from weeks to hours.

Finance leaders using Certinia professional services automation platform

BLOG POST

Uncover the root causes behind broken sales-to-delivery handoffs, and how to fix them.

Cloudwerx Business Consulting - Certinia customer success story - video thumbnail

CUSTOMER STORY

See how Cloudwerx cut revenue leakage and hit 3% forecast accuracy with Certinia PS Cloud.

Professional Services Thumbnail

SPI RESEARCH

Benchmark your firm against 509 organizations across the five pillars of services maturity.

Trusted by over 1,400 customers