Hero Block

A customizable hero layout featuring either an image-aligned side design with two call-to-action buttons or a centered text variant with up to two buttons.

Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests

Tabbed Hero Block

Flexible hero layout with a tab-driven image carousel on the right

This block supports multiple configuration options, including background color themes, font color settings, and custom images for each tab in the carousel. Each tab can have its own image and label. You can also set a background image for the entire block and provide a dedicated static mobile image that replaces the carousel on smaller screens.

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Image showing stacked Certinia product dashboards to highlight a range of solution capabilities tailored for sales teams

Stacked Certinia dashboards highlighting solution capabilities for staffing and resource planning

Image displaying stacked Certinia dashboards, highlighting various services billing product dashboards

Background image showing a decorative gradient of blue shades for design purposes

Standard Hero Block

Flexible hero layout with a single static image on the right

This block supports customizable background and font colors, along with a single image for the hero layout. You can also assign an optional background image behind the layout and provide a dedicated static mobile image that replaces the desktop image on smaller screens.

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Background Image Hero Block

Hero layout with a full-width background image

This block uses a background image that stretches to fill the hero area. You can set background and font colors, upload a main background image, and provide a separate static mobile image for small screens.

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Customer success managers discussing the implementation of customer success playbooks

Centered Text Hero Block

Simple hero layout with centered title and subtitle

This block contains no images. You can set the background color, font color, and adjust the text content. The title and subtitle are centered on the page for a clean, minimal layout.

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Card Blocks

Modular text-based units that function as standalone content blocks or interactive links to other pages. Each card can contain headings and paragraphs with the ability to toggle on and off icons

Card block variation with icons and optional list items

This block supports three or more cards. Each card can include an icon, a title, a short description, and optional list items with checkmarks or links. Background colors can be set for the block and for each individual card.

Flexible card with icon and text

This card supports an optional icon, a title, a short description, and list items. Each list item can show a checkmark or be linked.

Item one goes here
Item two goes here
Linked item goes here

Configurable text and optional list items

You can add an icon, update the title and description, and include list items with checkmarks or links. Background color can be set per card.

Item one goes here
Item two goes here
Linked item goes here

Supports icons, descriptions, and linked items

This card can display an icon, a title, and a short description. List items can be added and styled as checkmarked or linked entries.

Item one goes here
Item two goes here
Linked item goes here

Eight-card layout with icons, titles, and descriptions

This block displays eight cards, each acting as a full clickable link. Cards can include an icon, a title, and a short description.

Cards with optional images and full-card link support

This block displays cards that can include images, titles, and descriptions. Each card can be turned into a full clickable link.

How BigID Improved Project Planning Efficiency Using Certinia

Top Employers Institute Builds a Future-proof Financial Foundation with Certinia

Govplace Accelerates Visibility and Efficiency Gains with Certinia PS Cloud

CTA with Text + Image/Video/GIF Block

This block displays text on the left and media on the right, with tabs that let users switch between different content variations. Each tab can load a unique image, video, or GIF, along with its own supporting text and call-to-action buttons.

CTA with Text + Text with Icons

This block displays a title and paragraph on the left, with multiple text groups on the right. Each group includes an optional icon, a short heading, and supporting text. Layout and structure are fixed for clear, consistent presentation.

CTA with Icon Block

Two-column layout with text and icon-supported bullet groups

Clear and simple headline

A short paragraph describing the main message or action for this section.

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Key benefit or feature

A short line explaining this point in more detail.

Secondary highlight

Additional context to support this feature.

Additional point

Brief supporting text describing this item.

Scrolling Logos Block

This block displays a horizontal scrolling row of logos with optional text on the left. The carousel pauses on hover and includes a manual pause button. Ideal for showcasing partners, customers, or integrations.

Scrolling logos block

Testimonial Carousel Block

This block displays customer testimonials in a horizontal carousel. Each slide includes a logo, quote, name, and role. Users can navigate between slides using arrow controls. An alternate variation includes a logo-based progress bar below the carousel, allowing users to jump directly to a specific testimonial.

Rotating testimonials with logos and navigation controls

“With Certinia solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing, and faster month-end closes.”

Monica Engelhardt
CFO

Clearsulting

“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

“We live and breathe Certinia PS Cloud—it's an extension of our brain. It allows us to be smart and continuously know and report on our projects.”

Tammy Godin
Director

Imprivata

“Certinia gives us a lot more flexibility to meet our customers' needs. We now have much more visibility into customer data, metrics, and day-to-day operational insights. It's a game changer.”

Daniel Menkins
Salesforce Supply Chain Product Owner

CBTS Technology Solutions

“Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora
Senior Director, Professional Services

Avalara

Rotating testimonials with logos and navigation controls and progress bar

“The Certinia team took the time to understand our vision and we developed a trusting relationship with the team. Certinia Professional Services Cloud will help us realize our multi-year growth plans to deliver the highest levels of customer and staff experiences. I wanted to enhance customer collaboration so it is at the heart of everything we do, and the Certinia solution will make that happen.”

Matthew Salter
Professional Services Director

Idox

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"We needed to build a consistent process and have a single source of truth around everything customer-related. Certinia Customer Success Cloud has allowed us to build out playbooks focused on having best practice-driven processes, including templates and guides for our CSM team, an automated snapshot of our account health through the customer scorecard, and the ability to tie our PSA implementation to our customer scorecard. We now have everything about the project—status, billability, and invoicing—available at a glance..."

Naeem Khalid
Vice President of Customer Success

Diabsolut

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“As part of driving business transformation, I led the project to automate our sales, invoicing and booking system. We leveraged Certinia Financial Management Cloud to make this happen, and could not have done it otherwise.”

Richard Williams
Finance Director

Terrapinn

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Scrolling Card Block

A horizontal carousel that displays a set of cards. Each card includes an image, a title, and a link to the asset. Users scroll through cards using the left and right arrows.

Footer CTA with Image(s)

A call-to-action block typically placed near the bottom of a page. It displays a background image, a headline, supporting text, and a CTA button. This block can display either one static image or multiple static images with tabbed buttons above.

Footer CTA with Multiple Static Images

A call-to-action block typically placed near the bottom of a page. This block features a two-column layout where both the image and the corresponding content update when users click tabbed buttons. Each tab includes a static image and matching CTA content (headline, body, and button). Ideal for showcasing multiple offers, personas, or product areas in a compact space.

Static Image + Left-Aligned Content

This tab displays a static image on the right and standard CTA content on the left. Includes a headline, supporting text, and a CTA button.

Static Image + Right-Aligned Content

This variation positions the image on the left and content on the right. The content area supports a headline, subtitle, and rich text (like checklists or bold text) alongside a CTA button.

This is a checkbox item.
These items are rich text fields so you have more control of text

Lori Ellsworth (left) with Ciara Gomez (right)

Embedded Video + Left-Aligned Content

This tab displays an embedded video on the right and CTA content on the left. Best used for demo walkthroughs or customer stories with video assets.

Webinar- services business with demand side resourcing

IDC PSA + ERP Block

IDC PSA Block

PSA, PSA + ERP Block

PREDICTIVE | GENERATIVE | AGENTIC

Meet the new standard for AI-powered services delivery: connected, intelligent, profitable.

Certinia is the only Salesforce-native solution that unites sales, delivery, finance, and customer success on a single platform—trusted by over 1M professionals worldwide.

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See what AI-powered services delivery looks like

What if your teams could plan, deliver, and grow on one intelligent platform?

Schedule a free demo and see how Certinia brings AI and embedded agents into every stage of the services journey—from opportunity to renewal.

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100%

Project ROI

99%

Data accuracy every month

>90%

Less revenue leakage

“Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora
Senior Director, Professional Services

Read the full story

500

Quotes generated monthly

450

New service delivery projects initiated monthly

~ 7000

Resource requests processed monthly

"Since deploying the Certinia platform, we've seen consistent increases in billable utilization and realized project margins enabling us to exceed our margin expansion targets while improving the quality of the services delivered to our clients."

Kurt Kuelz
Senior Vice President, Global Customer Outcomes

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100%

Project ROI

99-100%

Data accuracy month-over-month

>90%

Less revenue leakage

“Certinia PS Cloud drives the highest levels of data quality across our professional services and higher levels of performance from our resources.”

David Laffineuse
Worldwide Director of Service Delivery

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24/7

Real-time project statuses and monthly utilization calculation

10x

Faster project management

100%

Increase in project creation

"Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them."

Mark Conklin
Senior Director of Operations

Watch the full story

“Certinia's solution maturity and extensive capabilities gave our team confidence it would provide value as BigID continues to scale rapidly.”

Christian Gibson
Director, Global Business Operations

Read the full story

	Visibility and AI enablement
	Built for the future
	Product road map

Hero Block

Flexible hero layout with a tab-driven image carousel on the right

Flexible hero layout with a single static image on the right

Hero layout with a full-width background image

Simple hero layout with centered title and subtitle

Card Blocks

Card block variation with icons and optional list items

Flexible card with icon and text

Configurable text and optional list items

Supports icons, descriptions, and linked items

Eight-card layout with icons, titles, and descriptions

Accounting & Financial Reporting

Subscription & Usage Billing

​Order & Inventory Management

Procurement

Revenue Management

Financial Management Analytics

Financial Management Communities

Financial Planning & Analysis

Accounting & Financial Reporting

Subscription & Usage Billing

​Order & Inventory Management

Procurement

Revenue Management

Financial Management Analytics

Financial Management Communities

Financial Planning & Analysis

Cards with optional images and full-card link support

How BigID Improved Project Planning Efficiency Using Certinia

Top Employers Institute Builds a Future-proof Financial Foundation with Certinia

Govplace Accelerates Visibility and Efficiency Gains with Certinia PS Cloud

CTA with Text + Image/Video/GIF Block

CTA layout with tabbed text and media

Interactive video CTA

Alternate image variation

Image variation two

Image variation Three

Interactive video CTA

Alternate image variation

Image variation two

Image variation Three

CTA with Text + Text with Icons

CTA with Icon Block

Clear and simple headline

Key benefit or feature

Secondary highlight

Additional point

Scrolling Logos Block

Scrolling logos block

Testimonial Carousel Block

Rotating testimonials with logos and navigation controls

Rotating testimonials with logos and navigation controls and progress bar

Scrolling Card Block

Recent Articles or Featured Resources

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A Tale of Two APACs: New Industry Report Reveals a Deepening Services Divide

Retention is the new revenue: the key to growth for services businesses

Certinia Summer ’25 Release: Accelerate value & transform operations with AI

Certinia introduces its first AI agents for staffing and customer success

Footer CTA with Image(s)

Footer CTA with Static Image

Main call-to-action headline that captures attention

Main call-to-action headline that captures attention