Certinia PS Cloud

711 reviews

Certinia Professional Services (PS) Cloud is the world’s only AI-first Services Engine native to Salesforce. By providing a single, high-fidelity system of record where sales, delivery, and finance share one context, Certinia provides the "Deterministic Scaffolding" for AI to act as an Autonomous Operator rather than just a scribe. Eliminate the "Context Gap": Unlike disconnected point solutions that create a "Franken-stack,"PS Cloud is native to Salesforce. This eliminates the Context Gap, giving our AI (Veda) full visibility into customer, project, and financial data to drive Hard-ROI without manual syncing. Shift from Scribe to Operator: Move beyond simple summarization to "Digital Worker Orchestration". Veda Specialist Agents handle the "administrative plumbing", extracting RAID items and reallocating resources, to move your team from "Data Janitors" to Outcome Orchestrators. • Optimize with Global Orchestration: Close utilization gaps and accelerate velocity by shrinking the "dead zone" between sales and delivery. Use intelligent resource matching to ensure the right talent is always on the right project, driving a 20% increase in global utilization. • Automate Auditable "Services Math": Replace probabilistic guessing with Deterministic Logic. Handle complex value- and outcome-based pricing with a hardened financial engine that ensures 100% auditable revenue recognition and minimizes forecast variance. • Escape the "Maintenance Spiral": Stop wasting 80% of your budget on brittle integrations. By unifying operations on one platform, you eliminate the " Manual Tax," allowing you to reallocate resources away from maintenance and toward AI-driven innovation. • Turn Intelligence into Action: Veda moves your organization from "AI curiosity" to strategic financial intelligence. Embedded analytics surface risks and predict performance with certainty, ensuring every project remains a profitable engine for the business.

Certinia Financial Management Cloud

437 reviews

Certinia ERP Cloud is a full-featured financial system that takes a fresh approach to keeping track of the numbers, built on Force.com.

Certinia CS Cloud

0 reviews

Turn customer value into retention and growth. Certinia Customer Success Cloud is the only solution that unifies the entire customer journey on a single platform, moving your team from ""firefighters"" to value architects. Powered by Veda AI, the platform transforms fragmented data into actionable signals, ensuring that what was sold, delivered, and realized stays fully aligned. By providing full context across every touchpoint, Certinia empowers your CS organization to drive Net Revenue Retention (NRR) with precision, not guesswork. Key Features & Functionality • Certinia CS Cloud provides a continuous system that connects planning, execution, and value realization: • Veda AI Customer Success Agent: Automate account summarization, success plan generation, and business review prep to reclaim 10+ hours per month per CSM. • Predictive Risk & Expansion Signals: Identify churn risks and growth opportunities early using signals grounded in real delivery, health, and usage data. • Health Summaries & Analytics: Gain instant 360-degree visibility into account history and engagement trends to intervene before issues impact customer trust. • Success Plans & Playbooks: Generate plans aligned with customer objectives and trigger automated playbooks based on real-time lifecycle signals. • Customer Collaboration: Provide customers with direct visibility into goals, progress, and value realized, ensuring a transparent and consistent experience. • Connected Resource Management: Align the right internal teams to customer needs, ensuring the experience sold in the sales cycle is delivered on the ground. Certinia CS Cloud drives measurable revenue impact through proactive action. By eliminating context gaps across the lifecycle, we help organizations reduce churn by 3–8% and increase renewals and expansion by 2–6%. We solve the problem of ""disconnected insights"" by providing a single source of truth for customer data and processes. This allows CSMs to focus on building high-value relationships rather than manual administration, ultimately transforming customer success into a predictable engine for revenue growth. Certinia Customer Success Cloud supports global success teams in English and the following languages: • Asian Languages: Chinese (Simplified), Chinese (Traditional), Japanese, Korean, Thai • European Languages: Danish, Dutch, Finnish, French, French (Canadian), German, Italian, Norwegian, Russian, Spanish, Swedish • Americas: Portuguese (Brazil)