All your apps living on one platform means you have a single source of certainty. Compliance and audits are a breeze with automated audit trails, documentation and associated conversations. See what’s happening with any customer from one central location.
Security & Trust
Best practice data security
Security is the foundation of customer trust. Protect your data and apps with the industry’s highest security, privacy, and operational reliability standards. Stay ahead of threats with regular, comprehensive privacy and security assessments.
End the endless approval process
Put a stop to customer delays and missed compliance standards. Give your employees a single shared approval engine to make guidelines clear and compliance automatic. Our automated approval logs and audit trails simplify service innovation.
Actionable social feed
Collaborate to delight customers
Get social to break down the walls between departments. Chatter is an instant news feed for teams that lets employees share info, ask questions, update each other, and quicken response times. Perform actions without ever leaving your business feed.
Meet your customer where they are
Service is mobile with the Certinia mobile app. Stay connected to your customers. Act on your business data and communicate with coworkers and clients with secure access to CRM, ERP, PSA, and customer app data at the office, home, or on the go.
Reporting & Analytics
Personalized dashboards and trend analyses for everyone
“Clicks not code” configuration makes standard and customized reporting simple. Deliver sales, services, finance, and custom app data in a single system customizable for each employee. Now, personalized dashboards, ad hoc reporting and trend analysis are for everyone.
In-house development platform
The power to combine, design, and refine
Link custom data to get a 360º view of your customers, employees and service interactions. The Salesforce platform makes simple work of moving custom app data to your cloud database. Connect CRM, PSA, ERP, and Customer Success apps for improved reporting and analytics.
Modern lightning experience (LEX)
Personalized, simplified, and modern
Amplify your teams’ service skills with the speed, flexibility, and familiar usability of the Salesforce Lightning Experience. Our modern experience will help you be more productive, optimize operations, and build and deliver innovation faster.
We run our entire business on Salesforce and the Certinia PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.
Lori Steele, EVP, Global Professional Services, Salesforce
It is important for us as a growing business to have Certinia. There are plenty of applications we’ve outgrown but Certinia continues to be the backbone of our services.
Thom O’Connor, VP of Services, Elastic
Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly up and running smoothly in the new normal. This would not have been possible without the flexibility that Certinia and Salesforce provided.
Toni Pavlovich, Chief Customer Officer, Splunk
With Certinia, we will be taken to a next level as we start to move from what I would call “action and insight” to “action and outcome,” which really means that we’re going to drive action orientation to place with our customers at the point of service. PSA Analytics powered by Salesforce Einstein will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.
Adam Jones, Strategist, HPE Pointnext Services Delivery
We live and breathe Certinia PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.
Tammy Godin, Director, North America Professional Services, Imprivata
Certinia for Salesforce
A single source of certainty
Certinia is native to Salesforce, sharing the same customer record, user experience, and industry leading analytics with the world’s most trusted cloud business platform. Give your teams the ability to collaborate in real-time across your entire services business and deliver truly differentiated customer outcomes.