formerly FinancialForce
formerly FinancialForce
The top choice for Salesforce-native PSA and financial management cloud solutions
Certinia was founded in 2009 as a pioneer provider of Salesforce-native professional services automation (PSA) and enterprise resourcing planning (ERP) solutions.
Certinia is backed by leading global investors Haveli Investments, General Atlantic, and Salesforce Ventures.
Haveli Investments
Salesforce Ventures
General Atlantic
Whether it’s overcoming common delivery challenges or selecting your very first PSA suite, Certinia offers premier cloud software solutions for services leaders looking to streamline business operations and enhance management efficiency.
Built on the robust Salesforce Platform, Certinia provides an automatic, comprehensive, and customer-centric overview of your business. Aligning your sales, services, customer success, and finance teams around a single customer record, Certinia solutions offer a unified approach to data access.
Certinia’s award-winning Salesforce-native applications seamlessly integrate front- and back-office functions, ensuring real-time data accessibility that propels your business forward. Built around the customer, our apps create a single source of certainty across every part of your business.
With Certinia, services mean business.
Today’s forward-thinking organizations are delivering a customer-focused strategy that integrates each step of the services journey seamlessly.
At the core of our solution strategy is an unrelenting focus on the customer, helping businesses deliver excellence across the entire opportunity-to-renewal cycle—all on a single platform.
7 principles for success in the services economy
01
People are not fungible, nor are they inherently or easily optimizable.
02
Those who can seize the new opportunities as they arise will increase their surface area for success.
03
Automation that reduces the time, effort, and risk of tasks is valuable, but only insofar as it positively impacts measurable outcomes.
04
Products and services should always be built based on the expressed and validated needs of an identified customer audience.
05
An unrelenting commitment to ensuring positive customer experience is the difference between survival and extinction.
06
Some of the most powerful contributions in history have come from unsung heroes, whose work enabled their teams to change the world.
07
The services-oriented modern economy is driven by the projects that empower the flexibility and innovation to adapt and evolve quickly.
Compared with other Salesforce-partnered solutions, which often require cumbersome, bolted-on implementations, Certinia’s cloud solutions are built on Salesforce from the ground up. When you choose Certinia solutions, you don’t just get a software suite, you unlock new capabilities within your existing Salesforce investment.
Instead of warming up to new workflows, the whole organization enjoys the same easy-to-use interface while boosting delivery speed and quality. That means less time spent on deployment and more confident decisions thanks to Salesforce’s industry-leading security, convenience, and trusted platform.
Go beyond Salesforce partners—experience true Business 360 with Certinia’s Salesforce-native solutions.
Manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.
Put all the customer intelligence you have to good use by achieving a complete view of every customer’s journey and unlock actionable insights into customer engagement.
Streamline, simplify, and automate your financial management on the Salesforce Platform with customer-centric software.
Learn how Certinia helped Salesforce manage revenue forecasts to an unprecedented 1% variance and achieve 10x faster project management.
Discover how a top software development enterprise leveraged Certinia PS Cloud straight out-of-the-box to accelerate reporting time and dramatically reduce the number of hours spent on admin tasks.
Explore how a leading Salesforce implementation and consulting partner achieved 50% faster revenue recognition and a 100% return on investment with Certinia PS Cloud.
Certinia has been amazing for us—and if your CFO is saying that we made his life easier and he wants more—that’s all you need as a CIO.”
Tony Sorensen, Vice President and Head of IT, Five9
Schedule a demo today and learn how Certinia can help you build a customer-centric platform for a connected services journey.
With Certinia, you’ll get:
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