What is Certinia?
Certinia is a professional services automation (PSA) and ERP solution built natively on the Salesforce platform. It enables organisations to manage projects, resources, time, financials, forecasting and customer delivery within a single connected platform. Because it shares the same data model as Salesforce, sales, delivery and finance teams all work from the same source of information, improving visibility and reducing manual administration.
What is the difference between Salesforce and Certinia?
Salesforce is a customer relationship management (CRM) platform designed to manage sales, service and customer engagement.
Certinia extends Salesforce with capabilities specifically designed for professional services organisations, including project management, resource planning, time and expense management, billing, forecasting and financial management.
Together, Salesforce and Certinia provide an end-to-end solution that supports the entire customer lifecycle, from winning new business through to delivering projects and managing financial performance.
Is Certinia built on Salesforce?
Yes. Certinia is built natively on the Salesforce platform rather than integrating as a third-party application.
This means users benefit from a consistent user experience, shared security model, common reporting and real-time data across both Salesforce and Certinia. It also makes future platform enhancements, automation and AI initiatives easier to manage.
Who is Certinia designed for?
Certinia is designed for organisations that deliver services rather than physical products.
It is particularly well suited to:
- Professional services organisations
- IT and technology companies
- Consultancies
- Managed service providers
- Engineering businesses
- Marketing and creative agencies
Any organisation that manages projects, people, time and revenue can benefit from Certinia’s integrated approach.
What are the benefits of implementing Certinia?
Certinia helps organisations improve visibility across their entire services business by bringing together CRM, project delivery, resource management and financial data.
Key benefits include:
- Improved resource utilisation
- Better project visibility
- More accurate forecasting
- Faster billing processes
- Improved profitability reporting
- Reduced manual administration
- Better decision making through real-time reporting
How long does a Certinia implementation take?
Implementation times vary depending on the complexity of your organisation, the modules being implemented and any data migration or integration requirements.
A structured discovery phase helps define project scope, establish realistic timelines and ensure the solution is aligned with your business processes before implementation begins.
Can Certinia integrate with our existing systems?
Yes.
Although Certinia is built on Salesforce, it can also integrate with a wide range of third-party applications including ERP systems, finance platforms, payroll solutions, document management systems and business intelligence tools.
The right integration strategy helps reduce manual effort and improve data consistency across your organisation.
Do I need Salesforce before implementing Certinia?
Yes.
Because Certinia is built on the Salesforce platform, organisations require Salesforce as the underlying platform.
Many businesses choose to implement Salesforce and Certinia together, while others add Certinia to an existing Salesforce environment as their services business grows.
How often should Certinia be upgraded?
Certinia releases three major updates each year, introducing new features, security enhancements and performance improvements.
Keeping your organisation reasonably up to date helps reduce technical debt, improves access to new functionality and makes future upgrades significantly easier to manage.
What support is available after implementation?
Implementation is only the beginning.
As your business evolves, reporting requirements, resource planning, integrations and operational processes will continue to change.
Ongoing Certinia support and managed services help ensure your platform remains aligned to your business, continues to deliver value and takes advantage of new functionality as it becomes available.
Why choose Xenogenix for Certinia implementation and support?
Choosing a Certinia partner is about more than technical expertise.
At Xenogenix, we take the time to understand how your organisation delivers services before recommending or configuring technology.
Our consultants support organisations throughout the full Certinia lifecycle, including implementation, upgrades, optimisation, integrations, managed services and ongoing strategic advice.
By combining Salesforce and Certinia expertise, we help organisations build connected platforms that support growth, improve visibility and deliver measurable business value.
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