Certinia Solutions

Customer-centric ERP & PSA applications built on the Salesforce platform.

Certinia Solutions

Customer-centric ERP & PSA applications built on the Salesforce platform.

Transform Your Operations with Certinia Solutions

Unlock productivity, efficiency, and cost savings with innovative technology.

Certinia Partner of the Year badge.
Certinia Partner of the Year Growth 2023 badge.

Our team was the first to provide end-to-end implementations of Salesforce + Certinia for total integrated solutions – all built on the Salesforce Platform. We understand your business inside and out to design a customer-centric ERP that modernizes your back-office business processes.

We leverage our long track record working with Certinia and our deep business domain expertise to ensure you have the right solution the first time. Our team supports the entire lifecycle of your business, from sales to finance, to supply chain, to professional services to service and support. We’ll configure Certinia especially for you with the highest user adoption rates from any partner.

Transform Your Operations with Certinia Solutions

Unlock productivity, efficiency, and cost savings with innovative technology.

Ensure your Certinia PSA is running at peak performance. Our experts conduct a focused assessment of your configuration, processes, and usage to uncover issues, identify optimization opportunities, and deliver clear, actionable recommendations.

The result: increased efficiency, stronger adoption, and greater value from your PSA investment.

Professional working on a laptop, illustrating Certinia solutions that support modern, flexible professional services and financial management.

Certinia Solutions 100% native to Salesforce

Seamlessly integrated Certinia solutions built natively on Salesforce.

Professional Services Cloud (PS Cloud) – streamline resource management and improve revenues

Empower your teams for better resource management and customer satisfaction.

Leveraging the power of the Salesforce platform, PSA enables the unification of your business across sales, services, finance and revenue.  Mobile and social tools keep projects on time and reporting up to date. Manage your team, customers, projects, and financials in a single application.

ERP Cloud – solve complex revenue challenges

Realize revenues faster by streamlining the way you sell, book, build, ship and collect cash.

Run accounting, billing, revenue, and more on the #1 business cloud. Best practices for your project are engineered by the CPA’s, accountants, tax experts, supply chain and logistics savvy professionals we hire.  Each employee is uniquely trained and has the experience to solve the issues your business is facing.

Customer Success Cloud (CS Cloud) – engage your stakeholders to transform customer success

Unify sales, PS, support, and finance on Salesforce to gain a complete view of the customer journey, unlock better insights, and consistently deliver stronger customer experiences.

Use Salesforce as your customer platform of record to gain a unified view of the customer journey, unlock actionable insights, and align the right teams to drive customer success across the organization.

Explore Our Comprehensive Certinia Solutions Offerings

Our Certinia Solutions Offerings Include:

Certinia PSA icon.

Professional Services Cloud

PSA (Services Automation)

Improve visibility and insight across sales, services, delivery, and finance.

Resource Management

Visibility and tools for better resource forecasting, planning, and management.

Services Analytics (Core or Advanced)

Basic and advanced options to get in-depth data and business analytics.

Services Communities

Tools to interact and help manage interactions with your customers and partners.

Services Estimator

A solution that improves quoting accuracy, efficiency, and delivery.

Services Billing

Configurable tools to simplify services-based billing.

Services Revenue Management

Automation and tools designed for better revenue forecasting and management.

Certinia ERP Cloud icon.

ERP Cloud

Accounting

Automate real-time financial analysis, modeling, and compliance reports.

Billing Central

A solution for accurate and efficient subscription and usage billing management.

Financial Management

Unified datasets and tools for better financial planning, analysis, and outcomes.

Revenue Recognition

Improve compliance and gain accurate revenue recognition for unlimited revenue models.

ERP Communities

Functionality for customer self-service billing and payments.

ERP Analytics (for Financial Management)

ERP-focused analytics and reporting solution for better metrics and decision making.

Order & Inventory (OPI)

Simplify the order-to-fulfillment process and improve inventory visibility and management.

Procurement (OPI)

Control spend, procure to pay, and contracts; easily access up-to-date pricing/catalog data.

Customer success cloud - Certinia.

Customer Success Cloud

Stakeholder Engagement

Identify and engage the right resources in your org to enable close collaboration to achieve customer success.

Customer Analytics

Consolidated view of the complete customer journey, from touchpoints and critical insights, to cost of service and impact of monetization efforts.

Success Playbooks

Operationalize your customer success best practices through standardized playbooks triggered off key customer activities.

Turn Operational Complexity into Clarity

Unify services, finance, and operations with Certinia on Salesforce—and empower your teams with real-time insight to make smarter decisions, faster.