SOLUTIONS
The only end-to-end customer ecosystem native to Salesforce
Certinia’s customer-centric cloud solutions power and connect all aspects of your post-sales operations, offering real-time collaboration and a unified customer experience.
Product awards and recognition
Certinia’s industry-leading cloud solutions
Certinia PS Cloud
With Salesforce-native Certinia Professional Services (PS) Cloud, you can manage resources, projects, and financials in the same application as your customer interactions. Get more visibility, predictability, and control across your entire services business.
Certinia FM Cloud
With Certinia Financial Management (FM) Cloud, you can streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. Cloud software that puts your core financial management functions all on Salesforce.
Certinia CS Cloud
With Salesforce-native Certinia Customer Success (CS) Cloud, you can turn customer insights into predictable retention and growth. Gain a complete view of every customer’s journey to deliver successful engagements that drive lasting value.
The Salesforce-native advantage
Because Certinia is built natively on Salesforce, your teams, from sales and services to finance, work from a single, unified customer record.
The shared interface and real-time analytics eliminate data silos, enabling seamless collaboration and helping you deliver exceptional customer experiences.
Industries we serve
See how our solutions deliver value to customers
“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
"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
“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
Certinia Solutions Support
Certinia provides the expert services and dedicated support you need to succeed. Our team leverages a proven framework to ensure fast adoption and a smooth transition, so you can start seeing results from day one.
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
