Meet the new standard for AI-powered services delivery: connected, intelligent, profitable.
Certinia Named a Leader in IDC MarketScape for Worldwide AI-Enabled PSA
Streamline projects, optimize resources, and boost profit margins. That’s Certinia AI-powered PSA.
| Visibility and AI enablement | |
| Built for the future | |
| Product road map |
Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025
Professional Services Cloud
- Best-in-class estimating for accurate, compelling quotes
- Advanced AI-powered staffing for demand-focused resourcing
- Powerful revenue and resource forecasting for confident project planning
Financial Management Cloud
- Manage profitability from sales through delivery and recognition
- Generate real-time financial analysis & audit trails with ease
- Achieve one trusted source for every revenue stream
Customer Success Cloud
- Operationalize best practices with standardized playbooks
- Personalize customer experience with AI-enabled communications
- Automatically identify at-risk customers and collaborate to prevent issues
Enterprise AI you can trust
Certinia embeds AI directly into the workflows that run your services business — helping teams plan smarter, act faster, and stay focused on high-value work.
Because Certinia is built natively on Salesforce, the Certinia AI operates on a single, trusted source of data, ensuring every insight is accurate, secure, and actionable.
100%
Project ROI
99%
Data accuracy every month
>90%
Less revenue leakage
- Tyler Flora
- Senior Director, Professional Services
500
Quotes generated monthly
450
New service delivery projects initiated monthly
~ 7000
Resource requests processed monthly
- Kurt Kuelz
- Senior Vice President, Global Customer Outcomes
100%
Project ROI
99-100%
Data accuracy month-over-month
>90%
Less revenue leakage
- David Laffineuse
- Worldwide Director of Service Delivery
24/7
Real-time project statuses and monthly utilization calculation
10x
Faster project management
100%
Increase in project creation
- Mark Conklin
- Senior Director of Operations
- Christian Gibson
- Director, Global Business Operations
Empowering 1,400+ customers
See what AI-powered services delivery looks like
What if your teams could plan, deliver, and grow on one intelligent platform?
Schedule a free demo and see how Certinia brings AI and embedded agents into every stage of the services journey — from opportunity to renewal.