Certinia Professional Services (PS) Cloud is a Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations worldwide. As a unified cloud PSA software, it connects projects, people, and financials on the Salesforce Platform you already trust—eliminating silos and providing complete visibility into your services organization. Run projects with greater predictability, turn efficiency into profit, and build customer loyalty.
Get 360º visibility into your business
Manage resources, projects, and financials in the same application as your customer interactions with our Salesforce-native PSA software. Leaders view margins and forecasts in real time, employees stay engaged, and clients get smoother delivery.
Keep customers at the center
With a customer-centric Professional Services Automation (PSA) solution, every team works from one master customer record. Sales promises align with delivery, and clients always know where things stand. The result: smoother handoffs, stronger collaboration, and superior customer experiences.
Optimize resource management
Close utilization gaps and keep projects on track. With real-time visibility into capacity planning and skills management, leaders can assign the right people to the right work, launch projects faster, and drive project efficiency and profitability—without overloading staff.
Accelerate billing with custom billing software
Handle complex contracts with flexible automated billing software that adapts to subscriptions, time and materials, fixed-fee, or hybrid models. Invoices go out accurately and on time, strengthening compliance, accelerating cash flow, and improving client trust.
Drive certainty in revenue forecasting
Close your books faster and with fewer errors. Financial close automation keeps revenue recognition accurate and compliant, while connected data powers reliable revenue forecasting for faster, smarter growth decisions.
Turn insights into action
Replace guesswork with clarity. Embedded professional services analytics surface risks, predict project performance, and reveal opportunities to protect margins. Leaders can adjust plans as demand shifts, keeping projects profitable and customers satisfied.
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Certinia PS Cloud CommunityLanguages Supported
Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Spanish, Swedish, Chinese (Simplified)
Product Description
Certinia PS Cloud leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.
Overview by
Sarah Johansen