About Certinia

The top choice for Salesforce-native PSA and financial management cloud solutions

How We Began

Certinia was founded in 2009 as a pioneer provider of Salesforce-native professional services automation (PSA) and enterprise resourcing planning (ERP) solutions.

Investors

Certinia is backed by leading global investors Haveli Investments, General Atlantic, and Salesforce Ventures.

Haveli Investments

Salesforce Ventures

General Atlantic


The connected services journey: Unrelenting customer focus

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.

Our core beliefs

7 principles for success in the services economy

Products are not people, people are not products.


People are not fungible, nor are they inherently or easily optimizable.

In an unpredictable world, variability breeds opportunity.


Those who can seize the new opportunities as they arise will increase their surface area for success.

Automate “work” and prioritize outcomes.


Automation that reduces the time, effort, and risk of tasks is valuable, but only insofar as it positively impacts measurable outcomes.

The customer is the center of the universe.


Products and services should always be built based on the expressed and validated needs of an identified customer audience.

Customer experience is how providers distinguish themselves.


An unrelenting commitment to ensuring positive customer experience is the difference between survival and extinction.

Elevate those who elevate others.




Some of the most powerful contributions in history have come from unsung heroes, whose work enabled their teams to change the world.

The “project” is the future.



The services-oriented modern economy is driven by the projects that empower the flexibility and innovation to adapt and evolve quickly.

“Salesforce partner” vs. Salesforce-native

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.

Our cloud software solutions

Professional Services Cloud

Manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.

Customer Success Cloud

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.

Financial Management Cloud

Streamline, simplify, and automate your financial management on the Salesforce Platform with customer-centric software.

Our customer success stories

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 powers more than 1,400 customers in 30+ countries

Connect your services business at every stage

Certinia cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. Learn how Certinia may use your information. Adjust your preferences or unsubscribe.