PROFESSIONAL SERVICES CLOUD
Connect the entire services lifecycle in one AI-powered solution
From AI-driven resource planning to AI-assisted project delivery, to estimate building and project financials, Certinia’s Professional Services (PS) Cloud unifies operations on Salesforce to drive end-to-end efficiency and exceptional customer outcomes.
How businesses leverage PS Cloud for success
Win more bids with data-driven estimates
Tie estimating to delivery and AI-driven resource planning to create more accurate, data-driven proposals. Get the data you need to win and deliver confidently.
Maximize profits with AI-driven resource planning
Gain visibility into skills, demand, and availability before work begins. Instantly staff projects and accelerate kick-off, improve utilization, and boost customer satisfaction.
Anticipate risks to improve project margins
Leverage intelligent, agent-driven analytics to optimize planning, anticipate delays, improve margins, and guide smarter decisions at every stage of delivery.
Accelerate cash flow with flexible billing models
Handle fixed-fee, usage, subscription, or blended models with ease—flexibility, accuracy, and compliance come built into every workflow.
Build trust through transparent collaboration
Make it easy to share schedules, tasks, and updates. Drive stronger collaboration, transparency, and customer engagement across every seamlessly orchestrated project.
Win more bids with data-driven estimates
Tie estimating to delivery and AI-driven resource planning to create more accurate, data-driven proposals. Get the data you need to win and deliver confidently.
Maximize profits with AI-driven resource planning
Gain visibility into skills, demand, and availability before work begins. Instantly staff projects and accelerate kick-off, improve utilization, and boost customer satisfaction.
Anticipate risks to improve project margins
Leverage intelligent, agent-driven analytics to optimize planning, anticipate delays, improve margins, and guide smarter decisions at every stage of delivery.
Accelerate cash flow with flexible billing models
Handle fixed-fee, usage, subscription, or blended models with ease—flexibility, accuracy, and compliance come built into every workflow.
Build trust through transparent collaboration
Make it easy to share schedules, tasks, and updates. Drive stronger collaboration, transparency, and customer engagement across every seamlessly orchestrated project.
Organizations using PS Cloud achieve metrics like
Professional Services Cloud key features
Staffing Agent
Free up resource managers to focus on what matters most. The AI-powered agent helps you instantly staff projects, easily pivot, and prevent costly resource gaps.
Staffing Agent
Free up resource managers to focus on what matters most. The AI-powered agent helps you instantly staff projects, easily pivot, and prevent costly resource gaps.
Certinia Named a Leader in IDC MarketScape for Worldwide AI-Enabled PSA
Streamline projects, optimize resources, and boost profit margins. That’s Certinia AI-powered PSA.
- Visibility and AI enablement
- Built for the future
- Product road map
Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025
How Certinia PS Cloud helps specific industries
Consulting & Advisory
Ensure consistent delivery across engagements.
- Gain real-time project visibility
- Streamline resource planning and collaboration
- Scale delivery with agility and control
IT Services
Accelerate services delivery on one platform.
- Unite project, resource, and financial data
- Increase transparency and efficiency
- Improve profitability from scoping to billing
Software
Align services with product growth.
- Support onboarding, support, and success teams
- Boost time-to-value and renewals
- Scale post-sale services with automation
IT Hardware
Connect services delivery to CRM insights.
- Optimize technician utilization and forecasting
- Streamline hardware installation and support
- Improve customer experience across the lifecycle
Tax & Audit
Standardize and secure engagement execution.
- Manage distributed teams and engagement timelines
- Track resources and maintain compliance
- Deliver audit-ready documentation in the cloud
Elevate outcomes with CS + PS Cloud
Unlock greater efficiency and insight by combining Customer Success Cloud with your Professional Services Cloud. The result: a unified, data-driven approach that drives faster outcomes and stronger client relationships.
See why customers love Certinia PS Cloud
Thales is standardized on Certinia PS Cloud worldwide and is implementing leading best practices throughout their organization. As a result, the firm ensures continuity between opportunity lifecycle management (OLM) and project lifecycle management (PLM), even as it acquires companies.
To ensure streamlined operations, satisfy customer expectations, and close projects as quickly as possible, BeyondTrust needed to unite professional services on a single application platform. By capitalizing on Certinia’s PS Cloud solution, BeyondTrust can now ensure that its Professional Services team is optimized and has the necessary visibility into projects.
Leveraging Certinia PS Cloud Analytics, Hyland now can build custom capacity planning reports while seeing real-time insights into its project pipeline. With a better view into service delivery, Hyland can proactively make improvements across the board, from lowering non-billable project time to identifying the dollar impact of delayed timecards.
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
