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Resource manager gains real-time visibility into utilization and bench rates using Certinia PS Cloud
AI-Powered PSA On Salesforce

Frustrated with your current PSA system?

Unify projects, people & financials—all on the Salesforce platform—with the industry-leading PSA built for services leaders. Transform your business today with Certinia Professional Services (PS) Cloud.

Empowering 1,400+ customers

Firms using unified PSA with CRM achieve more

0 %
higher utilization
0 %
better margins
0 %
more profit

The Salesforce-native Certinia advantage

Feature Certinia PS Cloud Other PSA Solutions
Purpose-built for services?
  • Designed exclusively for services businesses
  • Ensures full alignment with industry needs
  • Often repurposed from generic project management tools
  • Lacks deep resource planning and financial insights
Salesforce-native for seamless integration?
  • Built native to Salesforce
  • No integrations necessary
  • Requires manual syncing or third-party integrations
Intelligent resource & skills management capabilities?
  • Has AI-powered staffing
  • Optimizes utilization and improves employee retention, ensuring the right people are on the right projects
  • Has basic resource management with limited intelligence, leading to over or under-utilization and staffing inefficiencies
End-to-end project & financial visibility?
  • Manages everything from opportunity to renewal—including project delivery, financials, and forecasting—on one unified platform
  • Partial or fragmented systems
  • Requires costly integrations and doesn’t provide a single source of truth for project financials
Estimating & analytical capabilities?
  • Offers advanced forecasting, revenue insights, and real-time utilization tracking
  • Built natively on and optimized for the Salesforce ecosystem
  • Limited analytics
  • Often requires external tools or spreadsheets to track project financials and forecasting
Modern, intuitive user experience?
  • Designed for fast adoption with simple, persona-based UIs for consultants, estimators, operations and project managers
  • Outdated, clunky interfaces with click-heavy workflows that slow down adoption and frustrate teams
Proven success with leading services organizations?
  • Trusted by 1,400+ services businesses, including industry leaders across multiple verticals
  • Limited adoption among top-tier services businesses
  • Often struggles to scale effectively
Fast time-to-value & easy adoption?
  • Simple, streamlined onboarding with intuitive workflows and a familiar Salesforce experience
  • Lengthy, complex implementations requiring extensive customization and user training

 

Why top services organizations choose Certinia

Replacing a rigid, outdated PSA solution?

The right solution should work for you—not against you.

  • Is your PSA truly built for services? Many solutions are just repurposed project management tools, lacking full resource planning and financial insights.
  • Are you stuck managing disconnected systems? Syncing data across multiple platforms creates risk, inefficiencies, and costly delays.
  • Does your current software slow you down? A clunky, outdated user interface leads to slow adoption and frustrated teams.

There’s a better way. Certinia PS Cloud empowers services organizations of all sizes—from high-growth companies to global enterprises—by delivering a smarter, more connected way to manage projects, resources, and financials.

Purpose-built for services. Trusted by industry leaders.

Connect your entire services lifecycle on one platform

Salesforce-native Certinia PS Cloud delivers the AI-driven resource planning and real-time visibility you need to boost utilization, win more bids, and maximize project profitability.
A services firm working with a unified professional services automation solution achieves faster sales-to-delivery handoffs .