Spot customer opportunities and track project trends in real time

Discover a powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep your operations running lean, consistent, and predictive—all centered around your customer needs.

Create certainty

Data-driven decisions Achieve an instant, global view across every aspect of your services business—from billings and backlog to utilization and KPIs. Get the data you need to optimize resource planning and enhance project profitability.

Future outlook

Spot-on revenue forecasts Get unmatched visibility into every dollar recognized and dollar planned. Make critical decisions in an informed and predictable manner.

Right resource, right time

Smart capacity planning Better understand all aspects of resource supply and demand across projects and opportunities. Predict needs and identify skill gaps, inform hiring decisions, and automate manual processes to optimize utilization and increase billing rates.

Master scheduling

Powerful backlog visibility Build staffing models geared to drive higher margins, quicker delivery, and greater customer satisfaction.

Fast action

Predictive project management Leverage the predictive capabilities of CRM Analytics to monitor and anticipate project performance and limit project overruns.

Stay competitive and drive efficiency with Salesforce-native PSA

A single source of certainty Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.