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    Become a referral partner

    Referral partners recognize the value of Certinia and refer their network as potential users, earning a referral fee commission on successful conversions.

    Certinia is native to Salesforce

    One platform, one truth. Certinia offers customer-centric PSA, financial management, and customer success solutions to streamline and automate financial operations on Salesforce. Native cloud solutions share a single database, connecting front and back office for true end-to-end process automation and a 360° customer view.
    Resource managers discussing real-time resource availability for project planning across multiple projects

    Capture an untapped market with Certinia

    Help customers shift from outdated systems while earning high-value commissions
    The “Back Office” applications market is double the size of “Front Office”.
    The sale of Certinia applications can easily match or exceed the customers’ Salesforce investment, resulting in referral commissions that average more than $10,000.
    Less than 20% of customers have made the shift to cloud PSA, financial management, and customer success solutions and this transition is projected to happen over the next 5 years—you have customers and prospects that are currently using outdated, inflexible, on-prem software.
    The addition of “back office” financial, operations and project data on the Salesforce platform increases the value of Einstein analytics and dashboards and the other Salesforce Clouds that the customer has already implemented.

    Why join the referral program

    The benefits of partnering with Certinia

    You'll receive a 15% commission on the first year's net Annual Recurring Revenue for each accepted and closed referral.

    We provide comprehensive partner enablement to help you identify and qualify ideal prospects for Certinia solutions.

    Easily monitor the status of all your registered referrals in real-time.

    Maximize your Salesforce investment with Certinia

    See the impact Certinia + Salesforce could have on your services business.
    Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests