SALESFORCE NATIVE
Expand the power of your Salesforce investment
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.
Why Salesforce-native PSA?
Built on Salesforce, Certinia PSA solutions enable you to manage services, projects, financials, and customers—all on one powerful platform—without the integration headaches of external solutions.
Keep projects on time, employees engaged, customers happy, and reports up to date with Certinia’s Salesforce-native cloud software solutions.
Compliance and audit
Manage a single source of truth.
Security and trust
Leverage best practice data security.
Automated approval engine
End the endless approval process.
Actionable social feed
Collaborate to delight customers with best-in-class experiences.
Staying connected anywhere
Gain complete business access on the move—wherever, whenever.
Reporting and analytics
Personalize dashboards and trend analyses for the whole team.
In-house development platform
Harness the power to combine, design, and refine.
Modern Lightning Experience (LEX)
Accelerate, adapt, and constantly innovate with an interface designed for high productivity.
Compliance and audit
Manage a single source of truth.
Security and trust
Leverage best practice data security.
Automated approval engine
End the endless approval process.
Actionable social feed
Collaborate to delight customers with best-in-class experiences.
Staying connected anywhere
Gain complete business access on the move—wherever, whenever.
Reporting and analytics
Personalize dashboards and trend analyses for the whole team.
In-house development platform
Harness the power to combine, design, and refine.
Modern Lightning Experience (LEX)
Accelerate, adapt, and constantly innovate with an interface designed for high productivity.
AI + Salesforce = 360° Business Visibility
Certinia AI is changing how global enterprises address the challenge of adopting AI into their finance and professional services operations. By leveraging curated datasets and closed-loop AI models, Certinia AI enables business leaders to unlock hidden insights, predict trends, and make informed decisions.
Upgrading systems?
It’s easier than you think.
Legacy, in-house, or quick-fix solutions address immediate tactical needs, but eventually fall victim to scope creep.
Is that a risk you’re prepared to take?
Visibility is power. Just ask Salesforce.
“We have built an incredible Certinia instance! Historically, the numbers are mind-blowing. In the last three years alone, we’ve integrated 10 companies, added 7,000 users, managed revenue forecasts to 1% variance +/-, increased our billable hours by $14m, and are pushing $2.5B through the app. Since we launched Services Estimator, and with our other customizations, we now consider ourselves as having one of the premiere Certinia organizations globally.”
- Mark Conklin
- Senior Director of Operations
Salesforce
Empowering 1,400+ customers
Learn more about the Salesforce-Native Advantage
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
