Certinia PS Cloud
Customer success software
ERP systems
Professional services automation software
Project management software
Resource management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Information technology and software
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What is Certinia PS Cloud
Certinia PS Cloud is a professional services automation (PSA) application built on the Salesforce platform to manage services delivery operations such as project delivery, resource utilization, time and expense, and services billing. It is used by professional services, IT services, and other services organizations that need delivery and financial visibility in a single system. The product emphasizes native Salesforce data model and workflows and can connect services operations with CRM and finance processes.
Native Salesforce platform alignment
Certinia PS Cloud runs on Salesforce, which can simplify identity, security, and data sharing for organizations already standardized on Salesforce. It supports using Salesforce objects, automation, and reporting to connect sales-to-delivery processes. This can reduce integration effort compared with deploying a separate PSA stack alongside Salesforce.
End-to-end services delivery coverage
The product covers core PSA functions including project management, resource management, time and expense capture, and services billing. It supports operational workflows needed to manage utilization, margins, and delivery performance across multiple projects. This breadth is typically broader than customer success tools that focus primarily on health scoring, playbooks, and renewals workflows.
Services financial visibility and controls
Certinia PS Cloud is designed to link delivery activity (time, expenses, milestones) to invoicing and revenue-related processes. This helps services leaders track project financials, WIP-style visibility, and margin drivers using consistent transactional data. For organizations that need auditable delivery-to-billing traceability, this can be a practical advantage over tools centered on customer engagement data.
Salesforce dependency and licensing
Because it is built on Salesforce, organizations typically need Salesforce administration skills and must account for Salesforce platform considerations. Total cost can increase when combining Salesforce licenses, Certinia licensing, and implementation services. Teams not using Salesforce as a core system may find the platform dependency a poor fit.
Implementation complexity for PSA
PSA deployments often require detailed configuration of project structures, rate cards, approval workflows, and billing rules. Certinia PS Cloud can require significant design and change management to align with how services teams actually deliver and invoice work. Smaller teams seeking a lightweight setup may find the time-to-value longer than simpler, purpose-built tools.
Not a dedicated CS platform
While it can support services delivery and account visibility, it is not primarily designed for customer success functions such as product-usage telemetry ingestion, health scoring frameworks, and CS playbooks. Organizations looking for specialized CS capabilities may need additional tooling and integrations. This can add operational overhead if the goal is a single system for CS execution.
Seller details
Certinia Inc.
Austin, TX, USA
1999
Private
https://www.certinia.com/
https://x.com/Certinia
https://www.linkedin.com/company/certinia/
