AI announcements are everywhere. A clear, disciplined strategy is rare. At #DF25, our COO Robert Cesafsky sat down with diginomica to explain Certinia's practical approach to innovation. Robert shares how we're building our AI strategy on a foundation of operational honesty and a concrete, measurable roadmap. He details how we align our Professional Services, Customer Success, and Financial Management Clouds and why our goal is to make services teams more effective, not obsolete. Read the full article for an honest take on strategic discipline and building trust https://lnkd.in/ebR57-T2 #Dreamforce #ProfessionalServices #CustomerSuccess
Certinia
Software Development
Austin, Texas 39,571 followers
Certinia empowers the world’s best technology and services organizations to deliver customer value with certainty.
About us
Certinia is the world's leading provider of Professional Services Automation (PSA) software. We empower technology and services organizations to deliver customer value with certainty across the entire services value chain. Our solutions connect everything from opportunity to renewal, built natively on Salesforce, the world’s #1 CRM platform. Infused with comprehensive predictive, generative, and agentic AI capabilities, we provide services organizations with the fastest, surest path to improved revenue, margins, and resource utilization. Certinia is at the forefront of unifying professional services and customer success, enabling businesses to scale value beyond individual projects and build lasting customer relationships. Through our Agentforce partnership with Salesforce, we equip teams with the industry’s most secure intelligent automation to deliver exceptional outcomes with confidence. Trusted by more than 1,400 of the world's most successful technology and services organizations, including Salesforce, PwC, Siemens, and HPE, Certinia is backed by Haveli Investments, Salesforce Ventures, TA Associates, and General Atlantic.
- Website
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http://www.certinia.com
External link for Certinia
- Industry
- Software Development
- Company size
- 1,001-5,000 employees
- Headquarters
- Austin, Texas
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Cloud ERP, Professional Services Automation (PSA), ERP, Cloud Accounting, SaaS, Salesforce.com, Revenue Recognition, Billing, Financial Management, Business Applications, Professional Services, Artificial Intelligence, Resource Management, Customer Success, Cash Flow Forecasting, Resource Utilization, and Agentforce
Locations
Employees at Certinia
Updates
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Project profitability, resource utilization, and customer experience do not operate in silos. Real-time visibility is essential across all three. Running the full services value chain on one platform gives teams the control to manage labor, monitor financial performance, and deliver projects that reinforce client trust. Kim McCullough at Philips shares how making that connection has helped elevate their services operations. See the story and explore how your teams can move faster, smarter, and more confidently with Certinia. 🔗 Certinia.com #CSCloud #PSCloud #FMCloud #Salesforce #ProfessionalServices
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TSIA World ENVISION 2025 is almost here! 🗓 October 20–22 | 📍 The Aria in Las Vegas | Booth #301 We're bringing some great conversations to the floor this year, diving into the critical question: AI—The End or the ERA of Services? Swipe to see Certinia's full event agenda and we'll see you in Vegas! 🎰 🔗 Register today! → https://bit.ly/46rVPUM #TSIAWorldEnvision #ENVISION2025 #ProfessionalServices
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Want a peek at our product roadmap, but unable to attend #Dreamforce in person? Register for our LinkedIn Live stream on October 15! Join Chief Product & Technology Officer Raju Malhotra for a look at how we’re building the next generation of our stack to drive intelligent orchestration, human + agent collaboration, and seamless lifecycle execution. With live demos and a preview of what’s ahead, this session will showcase how our innovations are designed to help you scale delivery, enhance visibility, and transform outcomes in the services economy. 📢 Powering the Next Era of Services: Certinia’s Product Roadmap 📅 Wednesday, October 15, 2025 | 8:15 am - 9:00 am PDT #DF25 #ProfessionalServices #AI #Innovation
Powering the Next Era of Services: Certinia’s Product Roadmap
www.linkedin.com
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Certinia has won a 2025 Salesforce Partner Innovation Award for our work helping PwC transform its global operations 🏆 https://bit.ly/42Afhhd The award recognizes the success of PwC’s ongoing business transformation enabled by Certinia PS Cloud. Key results include: ✅ A unified, global view of skills and availability for over 370,000 employees ✅ An 88% reduction in in-app user feedback, demonstrating a more intuitive user experience ✅ A future-proof foundation for managing talent at scale Attending #Dreamforce? Hear the full story from the PwC team as they share the "how" behind their implementation journey. Register here 👉 http://bit.ly/CertiniaDF25 #PIA25 #DF25 #ProfessionalServices
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Most services firms capitalize on just 10–20% of their qualified pipeline because staffing cannot keep pace, and there are only so many hours in a day. But that's changing. In a new article for VentureBeat, our Chief Product & Technology Officer Raju Malhotra introduces Autonomous PSA: a model that blends human expertise with AI agents to help services businesses capture a massive new wave of demand. Autonomous PSA operates as an orchestration system, native to Salesforce and built to coordinate a hybrid workforce, reduce ramp time, and improve margins. Raju outlines three steps services leaders can take to rethink their workforce model and unlock untapped capacity: https://bit.ly/3KLsTju #AI #ProfessionalServices #AutonomousPSA #Agentforce #DF25
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In diginomica, Phil Wainewright breaks down our new analysis of 4000+ earnings reports showing that high-performing public companies mention Customer Success and Net Revenue Retention far more often than their lower-performing peers: https://bit.ly/4nMEjSO As Phil writes, "...as well as creating the function and collecting the metrics, [Customer Success] needs to be accompanied by a culture shift that aligns every part of the business with helping customers achieve their goals." Top-performing public companies have operationalized CS as a strategic discipline, not just a support function. They understand that a seamless post-sale experience is the key to driving Net Revenue Retention. Growth stalls when #ProfessionalServices and #CustomerSuccess operate in silos. Disconnected handoffs and competing KPIs create a fragmented customer experience that puts renewals at risk. The best companies operate as one unified team with shared accountability for customer outcomes. Certinia makes this a reality by turning the entire customer journey into a shared mission on a single platform. We connect the value streams from initial delivery to long-term success. Attending #Dreamforce? Visit us in booth 515 during #DF25 to learn how you can adopt a unified, data-driven approach that drives faster outcomes and stronger client relationships 🤝
High-performing public companies are getting serious about Customer Success (CS), says professional services automation vendor Certinia. Phil Wainewright talks us through its latest research which reveals what's driving this adoption of CS strategies and why it's increasingly cited as a factor in business performance: bit.ly/3IXJVu8 #CustomerSuccess #CS #NetRevenueRetention #NRR
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How do global professional services orgs achieve operational excellence across thousands of enterprise users? At #Dreamforce, Certinia CEO DJ Paoni sits down with leaders from Amazon Web Services (AWS) and PwC on Wednesday, October 15 at 9:30 am to share the answer. Hear their true story of their Professional Services Cloud implementation: Scaling to thousands of users on a single platform Implementing real-time talent alignment and demand forecasting Driving visibility and precision in a complex global environment Don’t miss this compelling case study on operational transformation! Reserve your spot: https://lnkd.in/eRpGe9eU #DF25 #ProfessionalServices #AWS #PwC
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☁️ Dreamforce 2025 is just around the corner! Here's a peek at just some of our events and sessions you can't miss... We're excited to be joined by leaders from Salesforce, Amazon Web Services (AWS), Hewlett Packard Enterprise, Siemens, Spaulding Ridge and more to explore the future of the services economy. Dive into compelling sessions right at our Fogo de Chão hub, covering everything from AI's impact on the services industry to Certinia's product roadmap and strategies for maximizing customer value. Then, head over to the Campground for even more expert-led talks on tax automation, trusted AI, and real-time performance monitoring. After a full day of learning, unwind with us back at Fogo de Chão for our exclusive evening receptions. Kick off the week with Monday Night Football, be amazed by a magical happy hour, and get pumped for Dreamfest with our pre-party social. Don't miss out on the chance to connect, learn, and celebrate with us. Explore our full agenda and secure your spot for our sessions and receptions today! 👉 http://bit.ly/CertiniaDF25 #DF25 #Dreamforce #ProfessionalServices #CustomerSuccess #AI
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Ready to make a great reception at #Dreamforce? We've got two in mind... 🏈 Join Certinia for a premier happy hour to kick off the week, complete with a live stream of Monday Night Football. We're trading the crowds for first-class food, quality conversation, and front-row seats to the game. Connect with your peers and relax before the week's main event. 🗓️ Monday, October 13 from 5:00 pm - 7:00 pm 📍 Fogo de Chão (directly across from the Dreamforce Campground) A huge shoutout to our teammates at Salesforce and Ladd Partners for making this kickoff event possible! Get on the guest list 🎟️ https://lnkd.in/epbeSyxf #DF25 #Salesforce #MondayNightFootball
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