Certinia review

Certinia's Professional Services Cloud runs on Salesforce and connects how a firm sells, staffs, delivers, bills and renews work. The core platform covers services estimation, resource management, project management, services billing and services financials, and Certinia also sells Financial Management and Customer Success clouds on the same data. Veda, its AI layer, includes agents that build estimates from historical data, speed up staffing by matching skills to work, and automate status updates, time capture and reporting. The vendor cites more than 1,400 customers and targets consulting, IT services, software, hardware and tax and audit firms. Certinia is the deepest option here for an enterprise already on Salesforce, but it is sold only by quote, needs Salesforce expertise to run well, and is far more platform than a mid-sized agency needs, which is why it ranks last on ease of use and value.

Who it is for

Enterprise services organizations and software companies that run sales and services on Salesforce.

Price

See vendor pricing (USD check pending); sold through sales by quote.

US price check pending. See the vendor pricing page.

Key features

• Services estimation, resource management and project management on Salesforce
• Services billing and services financials in the same platform
• Veda AI agents for estimation, staffing and delivery
• Estimates generated from historical project data
• Related Financial Management and Customer Success clouds

Strengths and weaknesses

• Strength: Native to Salesforce, so sales and services share one data model
• Strength: Covers estimating through billing and financials
• Strength: Trusted by more than 1,400 customers, per the vendor
• Weakness: No published prices
• Weakness: Best value only for firms already on Salesforce
• Weakness: Enterprise depth means longer implementation

Key facts

• Platform: Salesforce native
• Customers: More than 1,400
• AI: Veda agents for estimation, staffing and delivery
• Industries: Consulting and advisory, IT services, software, IT hardware, tax and audit

Where it ranks

Certinia is No. 10 in our Best Professional Services Automation Software verdict.