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Certinia PS Cloud

Score7 out of 10

28 Reviews and Ratings

What is Certinia PS Cloud?

Certinia Professional Services Cloud is a Salesforce-native platform designed to unify the services lifecycle by connecting sales, staffing, delivery, billing, and renewals. The platform replaces intuition-based decision-making with data-driven insights, grounding operational actions in real-time data. By integrating AI directly into professional services workflows, the solution automates high-volume manual tasks and synchronizes data across the front and back office.

Key Features & Business Impact

  • Veda AI Agents: The platform utilizes agentic intelligence to execute complex operational tasks. An Estimation Agent uses historical project data to generate precise scopes and quotes, while Resource Management agents match specific consultant skills to project requirements.

  • Project Management Automation: Organizations can reclaim approximately 20 hours per month, per project manager, by automating status updates, time capture, and reporting. The system identifies project risks before they escalate, supporting higher execution accuracy.

  • Intelligent Resource Management: The platform provides total visibility into the talent pool to eliminate staffing bottlenecks. Users have reported reductions in time-to-staff by up to 30%, which helps maximize billable utilization.

  • End-to-End Financials & Billing: By connecting project delivery directly to financial systems, Certinia helps prevent revenue leakage. It simplifies complex billing cycles and ensures that the services delivered align exactly with what is billed to the customer.

  • Services Forecasting: The system generates live revenue, cost, and margin projections by aggregating resource schedules, milestones, and actuals. This provides finance and services leaders with a unified view to identify margin risks and eliminate the need for manual reconciliation.


Certinia PS cloud supports English and multiple Asian, European, and Americas-based languages including Chinese, Japanese, French, German, Spanish, and Portuguese.

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported CountriesChinese (Simplified), Chinese (Traditional), Danish, Dutch, Finnish, French, French (Canadian), German, Italian, Japanese, Korean, Norwegian, Portuguese (Brazil), Russian, Spanish, Swedish, Thai
SecuritySecurity Report on Whistic Security Network

FAQs

What is Certinia PS Cloud?
Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.
What are Certinia PS Cloud's top competitors?
Projector PSA, Kantata PS Cloud, and OpenAir PSA are common alternatives for Certinia PS Cloud.