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Blog

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Blog

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Blog

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Blog

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Faucibus aliquam dapibus pellentesque lacinia posuere nec. Duis viverra cras at a in mattis dolor eget lacus. Orci interdum phasellus amet ipsum neque. Enim feugiat in egestas neque leo lacus pulvinar. Vitae tortor eleifend aliquam dictum mattis porttitor odio. Pharetra posuere velit neque purus tempus turpis nulla odio. Pharetra turpis adipiscing gravida semper amet. Venenatis vitae eget pellentesque fermentum sit egestas mauris habitant. In pulvinar odio sed purus. Ut bibendum risus viverra gravida pellentesque ultrices. Duis cras amet suspendisse libero velit aenean scelerisque lectus. Vel orci mattis quis duis facilisis in mi viverra arcu. Metus sagittis augue pellentesque dictum vitae consectetur.

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H3 | Arcu sed sodales nulla sem tristique in lectus lacus ultrices et ornare.

Arcu sed sodales nulla sem tristique in lectus lacus ultrices et ornare.

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.

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.

Request a Demo Contact Us

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

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

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.

Request a Demo Contact Us

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.

Request a Demo Contact Us

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.

Request a Demo Contact Us

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 layout with tabbed text and media

Interactive video CTA

This tab displays a video alongside call-to-action text. The block supports switching between video and static images using the tabs above, letting each tab show its own media, headline, description, and buttons.

Request a Demo

Alternate image variation

This tab displays another image option with separate text and CTA settings. Tabs let users switch between different visual treatments within the same block.

CTA Link

Certinia professional services automation dashboard with real-time, 360° visibility

Image variation two

This tab displays a static image with its own text and call-to-action settings. Tabs let users switch between multiple image options within the block.

CTA Link

Image variation Three

This tab presents another image configuration. Each tab can use different media, text, and button setups to highlight alternative visual layouts.

CTA Link

Interactive video CTA

Request a Demo

Alternate image variation

This tab displays another image option with separate text and CTA settings. Tabs let users switch between different visual treatments within the same block.

CTA Link

Image variation two

This tab displays a static image with its own text and call-to-action settings. Tabs let users switch between multiple image options within the block.

CTA Link

Image variation Three

This tab presents another image configuration. Each tab can use different media, text, and button setups to highlight alternative visual layouts.

CTA Link

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.

Request a Demo Contact Us

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

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

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

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

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

Read the Full Story

"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

Read the Full Story

“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

Read the Full Story

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 Static Image

call-to-action block typically placed near the bottom of a page. It displays a full-width or split-layout background image, a main headline, supporting text, and a single CTA button.

Main call-to-action headline that captures attention

Short paragraph that explains or reinforces the CTA message; provides key value prop or reason to engage.

Main call-to-action headline that captures attention

Short paragraph that explains or reinforces the CTA message; provides key value prop or reason to engage.

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

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

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.

IDC PSA + ERP Block

Certinia named a Leader in IDC MarketScape AI-enabled PSA ERP Applications

Discover why uniting financial management and services delivery is so critical to your services business success. With Certinia, you get strengths in:

Visibility and AI enablement
Built for the future
Product road map

Read the Excerpt

Citation: IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

Certinia named a Leader in IDC MarketScape AI-enabled PSA ERP Applications

Discover why uniting financial management and services delivery is so critical to your services business success. With Certinia, you get strengths in:

Visibility and AI enablement
Built for the future
Product road map

Read the Excerpt

Citation: IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

IDC PSA Block

PSA, PSA + ERP Block

Certinia named a Leader in two IDC MarketScapes for AI-enabled PSA and PSA ERP

Built for the future. Get the actionable AI, working AI Agents, and vast visibility you need to execute with confidence and outpace competition.

Read PSA Excerpt Read PSA + ERP Excerpt

Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025 and IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

Certinia named a Leader in two IDC MarketScapes for AI-enabled PSA and PSA ERP

Built for the future. Get the actionable AI, working AI Agents, and vast visibility you need to execute with confidence and outpace competition.

Read PSA Excerpt Read PSA + ERP Excerpt

Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025 and IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

Enterprise AI you can trust

Certinia embeds AI directly into the workflows that run your services business — helping teams plan smarter, act faster, and stay focused on high-value work.

Because Certinia is built natively on Salesforce, the Certinia AI operates on a single, trusted source of data, ensuring every insight is accurate, secure, and actionable.

Explore Certinia AI

Enterprise AI you can trust

Certinia embeds AI directly into the workflows that run your services business — helping teams plan smarter, act faster, and stay focused on high-value work.

Because Certinia is built natively on Salesforce, the Certinia AI operates on a single, trusted source of data, ensuring every insight is accurate, secure, and actionable.

Explore Certinia AI

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.

Book a Demo Contact Us

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.

Request a Demo

Empowering 1,400+ customers

Finance and sales team members discussing a customer lifecycle at a shared desk in a collaborative work environment.

500

Quotes generated monthly

450

New service delivery projects initiated monthly

~ 7000

Resource requests processed monthly

"Our workforce spans 4,500 professionals globally supporting six major commercial software platforms, managing thousands of Certinia projects. The imperative is clear: identify deliverable discrepancies early to minimize risk. Certinia's Project Agent, built on Salesforce, is making that a reality."

Kurt Kuelz

Senior Vice President, Global Customer Outcomes
Siemens

Read the Full Story

Services industry colleagues exchanging ideas and working side by side in a business setting

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
Avalara

Read the Full Story

Finance team uses cloud accounting software to speed up processes and ensure accuracy

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
Thales

Read the Full Story

Cross-functional teams achieve better alignment and efficiency with a unified PSA platform

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
Salesforce

Watch the Full Story

Data analysts using professional services automation with AI to identify customer payment trends and improve DSO

“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
BigID

Read the Full Story

Services leaders strategize AI adoption by leveraging a unified professional services automation platform

increased utilization

30%

revenue growth

100%

ROI

"Veda has changed how our teams operate across the entire services lifecycle. What used to require manual coordination across sales, delivery, finance, and customer success now happens with far less friction and far greater speed. The ability to have AI that understands our business context and acts on it, rather than simply reporting on it, is what makes Veda a meaningful step forward for us."

Uriah Hakala

SVP, Professional Services
Diabsolut

Watch the Full Story

Services-as-a-business professionals reviewing the benefits of a Salesforce-native PSA solution over non-native PSAs

"The Staffing Agent is a great example of what Veda brings to the table. All the heavy lifting of finding the best candidate for an assignment, factoring in schedule conflicts, and analyzing availability happens automatically, so resource managers can focus on making the right call rather than hunting for the information to make it. That time goes back to faster, better decisions across the board. Rather than replacing the expertise of your team, Veda enhances it, and that is what makes it a genuinely useful tool for any services organization."

Raffi Garagabedian

Solution Architect
Icon Cloud Consulting

Accordion Block

A collapsible “Accordion” content block for organizing FAQs and dense information into expandable items. Designed to be minimal, readable, and consistent with existing component spec conventions.

Accordion Left Underlined | Section Title

The options on the accordion block are Accordion Left & Content Right or Accordion Right & Content Left. There is no "Center" alignment. An accordion without Content will be displayed as "Center and "WIDE".

This is a rich text area on the Accordion block. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean ornare maximus felis, vel tristique mauris. Mauris tellus nisl, finibus non augue at, gravida vehicula dolor. Suspendisse potenti. Integer sed eleifend arcu. Suspendisse posuere feugiat viverra. Maecenas bibendum semper mauris, at sollicitudin sem imperdiet ut. Aenean semper lorem ac lectus semper luctus. Morbi eu felis aliquet, egestas sapien eget, pulvinar ipsum. Duis laoreet faucibus libero, ac tristique sapien lacinia sit amet. Integer tempor ut eros eget ultrices. Mauris posuere rhoncus metus, nec tincidunt mauris pellentesque vitae. Maecenas a auctor lorem, nec mollis risus. Maecenas tempus dui dolor. Nunc sit amet maximus felis. Proin viverra metus eget libero congue, non dictum dolor sollicitudin.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed fermentum libero quis pellentesque accumsan. Sed tempor, elit sit amet facilisis interdum, ex tellus eleifend nisi, at maximus velit ex ac justo. Nam tincidunt fringilla odio. Nulla sed leo cursus, pretium est eu, lobortis nisl. Fusce dapibus volutpat libero, nec vehicula leo posuere sit amet. Pellentesque vehicula est vitae libero pretium, eget tempor dui rhoncus. Sed volutpat id justo in dictum.

Accordion Full Width Title

Description: No Image, Blue Gradient, White Text, Outlined

Accordion Full Width Title

Description: No Image, Neutral BG, Black Text, Underline

Accordion Left | Content Right | Underlined & Image

Accordion Left | Description, Gradient Blue BG, Light Text, Underlined

Man smiling and leaning over a laptop in a brick-walled office, with a coffee cup on the table.

Accordion Right | Left Content Title

Accordion Left Description, Gradient Blue BG, White Text, Underlined

H2 | Content Title

Accordion Right | Left Content | Title & Image

Accordion Right | Description, Neutral, Dark Text, Outlined

About Title

Accordion Company Block with a Company Logo and Profile Details

About Description | RTE

SVG Label Value

Profile Detail | Label Value

In fringilla risus non eget pellentesque arcu

Blog

Blog

Blog

Blog

Rich Text H3 Wide Heading

Arcu sed sodales nulla sem tristique in lectus lacus ultrices et ornare.

H3 | Arcu sed sodales nulla sem tristique in lectus lacus ultrices et ornare.

Arcu sed sodales nulla sem tristique in lectus lacus ultrices et ornare.

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

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

International Services Week 2025 defines the new playbook for a services industry disrupted by AI

Is AI Coming for Your Job? Not So Fast…

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

Footer CTA with Multiple Static Images

Static Image + Left-Aligned Content

Static Image + Left-Aligned Content

Static Image + Right-Aligned Content

Embedded Video + Left-Aligned Content

IDC PSA + ERP Block

Certinia named a Leader in IDC MarketScape AI-enabled PSA ERP Applications

Citation: IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

Certinia named a Leader in IDC MarketScape AI-enabled PSA ERP Applications

Citation: IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025

Order & Inventory Management

Order & Inventory Management