Overview
Product Information on Certinia Financial Management Cloud
What is Certinia Financial Management Cloud?
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Overall experience with Certinia Financial Management Cloud
“Formidable Salesforce-Native ERP with Strong Invoicing ”
“Lots of potential ”
About Company
Company Description
Certinia provides Professional Services Automation software designed for technology and services organizations to scale customer value across the services value chain. The platform unifies professional services, finance, and customer success functions to help businesses manage customer relationships. Built natively on the Salesforce CRM platform, it connects business processes from opportunity to renewal. Certinia includes predictive, generative, and agentic AI capabilities intended to help services organizations manage revenue, margins, and resource utilization. Its customer success capabilities provide visibility into account health, tracking renewals, and managing playbooks to drive long-term value. Through the Agentforce partnership with Salesforce, the company provides automation tools for service teams. Certinia is trusted by more than 1,400 organizations to streamline workflows and provide a single source of data for project and financial outcomes.
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Certinia Financial Management Cloud Reviews and Ratings
- Operations Manager<50M USDReal EstateReview Source
Formidable Salesforce-Native ERP with Strong Invoicing
Since our team manages client pipelines directly in Salesforce, choosing a native ERP was the most logical step to prevent manual data entry errors between departments.It has united our sales data on a single shareable dashboard, allowing for complete, real-time tracking of our sales and finances from the moment a sales opportunity is initiated.
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