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AI-POWERED RESOURCE MANAGEMENT

Forecast, plan, and manage resources with confidence

When a 1–2% difference in resource utilization can make or break your targets, you need complete visibility and intelligent automation to forecast demand, staff projects efficiently, and identify utilization gaps before they impact profitability—all native to Salesforce.
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Empowering 1,400+ customers

Software Improvement Group SIG logo, Certinia customer
Efficio logo
CLOUDTEAM LOGO
INTO logo
1E logo, Certinia customer
Salesforce logo, Certinia partner

Why services leaders choose Certinia

Faster sales-to-service handoffs

  • Synchronize the sales-to-service handoff with speed and ease using a unified view of demand and capacity.

  • Staff projects faster with earlier skill identification and pipeline resourcing—no more communication bottlenecks or promises that can't be delivered.

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Easy demand forecasting

  • Forecast demand with confidence using real-time tracking of capacity, backlog, and availability across your entire organization. 

  • Optimize resource deployment with complete visibility into project scheduling so you can make smarter staffing decisions.

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Real-time, 100% visibility

  • Hit utilization targets consistently with granular resourcing control and built-in dashboards that provide end-to-end visibility into your resources.

  • Identify utilization gaps before they impact the bottom line and take action with unprecedented business agility.

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Built on Salesforce

  • Salesforce-native resource management means you get a modern solution on the same platform as your CRM, PSA, finances, and data.

  • Empower your teams with real-time collaboration and unified information across your entire services business.

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How Certinia empowers top-performing services businesses

 

84%
reduction in non-billable project time
17%
boost in resource optimization
~7000 
resource requests processed monthly

Trusted by services leaders worldwide

Check G2 Leader – Professional Services Automation
Check 700+ verified reviews

What our G2 reviewers say

Shubham J., Software Engineer

“It provides real-time visibility into project financials, resource utilization, and time tracking—all within the Salesforce ecosystem—making it highly efficient for services teams.”

Robert H., Director of Business Development

“Certinia PS Cloud solves revenue leakage and provides a seamless sales-to-services handoff, revenue forecasting, and resource forecasting, to name a few. This ultimately drives customer 360 and satisfied clientele.”

Girish A., Technical Solutions Manager

“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”

Shiv S., Software Engineer

“It supports seamless time tracking, resource management, and project management, all within a single, scalable platform. Implementation is straightforward, and the tool adapts well as business needs grow. Customer support has been excellent, and the platform has become a core part of our daily operations.”

Dan F., Salesforce Administration - Sales Operations Manager

“The team at Certinia is great and ever responsive! It has everything we need to run our business and they are constantly making improvements. The Customer Service and Account Managers are always wonderful to work with and respond in a timely manner! It helps us with our revenue recognition for all of our consultants.”

Kiran M., Software Developer

"The best thing that Certinia provides is regular updates and quick support. It is very user-friendly and easy to use so anyone can use it, and very easy to implement as well. It is built on the Salesforce Platform, which is cloud-based so we can easily integrate and design various business functions."

What if you could optimize utilization across every project?

Request a demo to see how Certinia helps you: 

  • Forecast demand earlier by unlocking complete resource requests early in the customer journey for seamless planning from scoping to delivery 
  • Staff projects faster with automated matching that finds best-fit resources based on skills, availability, certifications, and location 
  • Hit utilization targets consistently with real-time dashboards that reveal performance gaps and drive confident decision-making every quarter 
  • Optimize team allocation using granular analytics that show which skills drive the most value for your business
  • Develop your people strategically by identifying skill aspirations and career growth opportunities that keep top talent engaged

Eliminate staffing guesswork and hit utilization targets on the Salesforce platform your teams already use.

Purpose-built for services. Trusted by industry leaders.

ARMS logo
“We evaluated SAP, NetSuite, and Certinia as the three major players. When it came down to it, the integration with Salesforce was such a key requirement that the other two just didn’t fit into that brief.”
  • John McIntosh
  • Head of IT
1E logo, Certinia customer
“Compared to the competition, Certinia works seamlessly with Salesforce, making it more of a one-stop shop for all departments.”
  • Bailey Dbouk
  • Sales Operations Analyst
“We looked at a number of vendors in the marketplace such as NetSuite OpenAir and Kantata. For us, Certinia was the clear leader. What instilled confidence in the solution was seeing our own clients’ success within their services businesses.”
  • Jordan Steward
  • Senior Director
Salesforce Practice
ARMS logo
1E logo, Certinia customer

Built for every services-led industry

Certinia adapts to how you sell, deliver, and grow—whether you run consulting engagements, managed services, product-led services, hardware programs, or compliance-driven work. All on Salesforce.

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