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UNIFY YOUR BUSINESS

Make AI work for your services organization

Connect your finance, services, and success teams on a single platform to eliminate manual work. Fix your foundation now so you can scale with certain results.
Unify Finance and Delivery Hero

Trusted by over 1400 customers

WHAT YOU WILL LEARN

Fix the foundation and then scale your AI

Discover how a unified operational backbone creates the context required for AI to deliver measurable results.

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How to eliminate the context gap that causes AI to fail

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Ways to gain a full view of your customer health and history

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Steps to automate billing and remove manual financial friction

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How to see project risks early so you can protect your margins

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Methods to unify your data natively on the Salesforce platform

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Download the guide

Fill out the form below to learn how to unify your business. Get the insights you need to make AI work for your bottom line.

PROXIMITY
"The combination of Salesforce and Certinia gives us everything we need for managing our customer relationships, projects, and accounting. This end-to-end solution is just what our business needs to continue its growth path."
Daniel Cox, Group Manager - Technology, Proximity

See why experts recognize our AI approach

Read our latest blog post to see our vision for the future of AI-enabled services and why experts recommended our services.
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