Certinia ERP Cloud

Provides instant insights into customer health, engagement patterns, and activity to support proactive customer success efforts.

An AI agent that automates customer success planning and routine workflows, connecting delivery outcomes to retention and growth.

A Salesforce-native platform that unifies sales, success, services, and support to deliver a connected end-to-end customer experience on a single system of record.

Enables users to build and refine project quotes quickly using AI assistance and historical data.

An AI agent that generates project estimates using historical data to help teams scope work and build quotes faster and more accurately.

A Salesforce-native financial management solution that connects financials, billing, and revenue management to customer and delivery data for cohesive financial operations.

An AI assistant that captures project meeting updates and reduces manual follow-up work.

An end-to-end Salesforce-native platform that unifies project delivery, resource planning, and operations to drive efficiency and exceptional customer outcomes across the professional services lifecycle.

An AI agent that surfaces project risks, anomalies, and next steps to keep delivery on track and prevent financial leakage.

Surfaces project risks, anomalies, and next steps to keep delivery teams ahead of issues and reduce overhead.

Provides an immediate snapshot of project health, status, and key metrics to support real-time decision making.

Provides quick insights into resource experience, certifications, skills, and development needs to support staffing decisions.

An AI agent that matches skills, availability, and demand to automatically assign resources to tasks, reducing time-to-staff by up to 30%.

An AI agent that orchestrates delivery workflows end-to-end, automating status updates and flagging project risks before they impact profitability.

AI-powered feature to fill roles quickly with the best-fit resources based on skills, experience, and availability.

Generates tailored customer success plans automatically from sales and delivery data to guide customer outcomes and expansion.

An AI system built into Certinia's Professional Services Cloud that orchestrates the entire services lifecycle—from estimation and staffing through delivery and customer success—using historical data and real-time context to automate workflows and reduce manual overhead.

Automatically adjusts resource assignments and optimizes capacity based on changing project needs and resource availability.