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Certinia

A clearer view of
your services business.

Bring professional services delivery, customer success, resources, billing, and finance into a more connected operating model.

Where we can help

The platform is the foundation.
The business is the focus.

01

Professional Services Cloud

Project delivery, resource planning, utilization, forecasting, and services financials.

02

Customer Success Cloud

Connect customer success planning, customer health, and engagement with your services operations.

03

Financial Management Cloud

Connect accounting, billing, revenue management, and forecasting with your customer and services delivery data.

04

Veda AI

Certinia’s AI agents, intelligent actions, and workflows support professional services, customer success, and finance. Explore practical uses such as resource matching, project summaries, and risk visibility, with agreed permissions and human oversight.

New possibilities.
Existing investments.

From a new implementation to modernization, we start with your business needs and current environment. Our Certinia Fresh Start program helps assess the existing org, simplify customizations, and build a practical roadmap for change.

Explore the Certinia Fresh Start program
Let’s move forward

A clearer path starts
with a conversation.

Tell us what’s getting in the way. We’ll help you identify the right place to start.

Let’s talk

Book a conversation

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