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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
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Professional Services Cloud
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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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Certinia AI
From AI-driven resource planning to customer health tracking, Certinia 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
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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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Partner with Us
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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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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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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Read the latest news, press releases, and blog posts from Certinia or download Certinia media assets.
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Whether you’re curious about our products, pricing, or anything else, our team is eager to assist you. We’re here to understand your goals, answer your questions, and help you discover how Certinia can support your business.
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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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