UNIFY YOUR BUSINESS

Make AI work for your services organization

Services organizations don’t lack data—they suffer from a critical context gap. Fix your foundation now so you can scale with certain results. Connect your finance, services, and success teams on a single platform to eliminate costly manual work.

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Trusted by over 1400 customers

WHAT'S INSIDE

Fix the foundation and then scale your AI

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

How to eliminate the context gap that causes AI to fail

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

Steps to automate billing and remove manual financial friction

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

Methods to unify your data natively on the Salesforce platform

Fix your operational foundation and activate a trusted agentic operating model

To make AI work, you have to fix the foundation first. Download the Certinia Solution Overview to discover how unifying your entire services journey via a native architecture transforms your business.

Learn how Certinia establishes a single source of truth, utilizing deterministic logic for auditable services math and specialist AI capabilities to drive true outcome orchestration.

"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

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Make AI work for your services organization

Trusted by over 1400 customers

Fix the foundation and then scale your AI

Fix your operational foundation and activate a trusted agentic operating model

See why experts recognize our leading approach to AI in services

See why experts recognize our leading approach to AI in services