Certinia

Certinia ERP Cloud is not a traditional, bolted-on Enterprise Resource Planning system; it is a revolutionary, cloud-native platform meticulously engineered to meet the unique, complex demands of the modern services economy. Built 100% on the industry-leading Salesforce Platform, Certinia stands alone as the only solution that seamlessly unifies the entire customer and services journey—from initial opportunity and service delivery through financial management and lasting customer success—in a single, cohesive system. In an era where disconnected data and operational silos undermine profitability, Certinia provides a single source of truth that connects Sales, Services Delivery, Finance, and Customer Success. This foundational integration leverages the immense power, familiarity, and agility of the Salesforce environment, eliminating the need for expensive, brittle integrations and data synchronization projects that plague legacy systems. By sharing the same customer record, user experience, and analytical capabilities as the world's most trusted cloud business platform, Certinia transforms your operations from fragmented processes into a fluid, end-to-end value chain. This unified architecture is designed to empower service-centric businesses—including Consulting & Advisory, IT Services, and Software organizations—to operate smarter, make real-time decisions, and deliver superior customer outcomes with unparalleled efficiency. The core promise of Certinia is to replace operational chaos with complete visibility and control, ensuring that every function within your organization is working off the same, accurate data to drive predictable, profitable growth. Certinia achieves its transformative impact by integrating three best-in-class solutions into one unified experience, perfectly aligning the critical stages of the services lifecycle: Professional Services Cloud (PS Cloud), Financial Management Cloud (FM Cloud), and Customer Success Cloud (CS Cloud). The PS Cloud moves organizations beyond disjointed resource planning by connecting every aspect of service delivery, from estimating and quoting with best-in-class accuracy to utilizing advanced, AI-powered staffing for demand-focused resourcing. This ensures you deploy the right talent at the right time, drastically improving utilization and maximizing project ROI. Organizations utilizing Certinia have reported metrics such as a 17% boost in resource optimization and a 7% reduction in non-billable project time, translating directly into improved margins. Crucially, the FM Cloud unifies your financial operations by connecting billing, revenue management, and core accounting directly to your customer and delivery data. This powerful integration means profitability is managed from sales through delivery and recognition, giving leaders a complete, real-time financial view, not a retrospective summary. It ensures every financial action supports a cohesive customer journey, providing instant financial analysis and an audit-proof, trusted source for every revenue stream. Finally, the CS Cloud completes the loop by unifying sales, success, services, and support to ensure a proactive, outcome-led customer engagement model. It operationalizes best practices with standardized playbooks, leverages AI-enabled communications to personalize customer experience, and automatically identifies at-risk accounts, enabling swift, collaborative intervention. This comprehensive suite creates a single operational rhythm that encapsulates the entire process: Sell, Staff, Deliver, Bill, and Renew—all powered by a consistent data foundation and deep, real-time analytics. The true competitive advantage of Certinia ERP Cloud lies not just in its individual components, but in the strategic power of its Salesforce-native unification. By running your entire services business on one platform, you gain more than just efficiency; you gain strategic agility. There are no costly data extracts or complex integrations required to correlate project status with financial results or customer health, resulting in a faster time to value and a significantly lower total cost of ownership (TCO) compared to deploying and maintaining disparate best-of-breed systems. Certinia leverages the inherent security, scalability, and frequent innovation of the Salesforce platform, guaranteeing that your business system will evolve as rapidly as your customer demands. By connecting sales and services to your balance sheet, Certinia empowers every leader—from the CFO to the Head of Services—with the granular, real-time visibility needed to confidently forecast revenue, manage global resources, and accelerate profitable growth. Certinia doesn't just manage your business processes; it connects them, transforming fragmented data into decisive action and enabling service organizations to maintain razor-sharp focus on flawless project delivery and superior customer outcomes. The question is no longer how to manage your services business, but what you could achieve if you could truly run your entire services journey on a single, intelligent platform. Certinia is the answer.

Traditional ERP vendors, such as SAP or Oracle, were initially designed around product manufacturing and logistics, forcing service organizations to adopt cumbersome workarounds and complex customizations to manage project-based revenue, staffing, and billing. Their common integration approach involves brittle, expensive middleware to sync data between a separate front-office CRM (often Salesforce) and a back-office financial system, creating operational silos, delayed reporting, and a high risk of data inconsistency. In stark contrast, Certinia eliminates these barriers entirely. Because it shares the same metadata, security model, user interface, and foundational data model as Salesforce, the customer record, the project record, and the general ledger entry are literally the same record. This native unification eradicates the time, cost, and risk associated with integrations. Unlike deploying a best-of-breed Professional Services Automation (PSA) solution and a separate cloud accounting system, which still leaves project managers and finance teams working from different versions of the truth, Certinia's integrated Professional Services Cloud (PS Cloud), Financial Management Cloud (FM Cloud), and Customer Success Cloud (CS Cloud) provide a continuous, real-time data flow across the entire Lead-to-Cash-to-Renewal process. For a services business, this means instant, unified analytics: a Services Leader can view project ROI and resource utilization alongside the CFO's real-time P&L, all within the familiar Salesforce environment. Furthermore, being native allows Certinia to instantly leverage all of Salesforce’s platform innovations, including security updates, AI capabilities (like Einstein), and collaboration tools (like Slack), without the need for product redesign or costly external updates. This design philosophy—one platform, one data model, one unified experience for managing the entire service-centric enterprise—is what sets Certinia apart as a true ERP built for the unique needs and complexities of the modern service organization, driving faster, smarter decision-making than any stitched-together alternative.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)