Certinia PSA gives your business complete visibility across projects, resources, and delivery, all within the Salesforce platform. Empower your teams to plan, execute, and deliver with confidence through one connected cloud solution.
Certinia PSA (Professional Services Automation) provides an all-in-one solution for managing projects, resources, and delivery performance, built entirely on the Salesforce platform. It connects your sales, services, and operations teams in real time, ensuring your entire organization has complete visibility into every stage of project delivery.
NimbusPoint helps businesses streamline operations, improve collaboration, and gain real-time insights to keep every project on track and every team aligned. As projects grow in complexity maintaining control and visibility becomes essential. Certinia PSA unifies project planning, time tracking, resource management, and delivery oversight within Salesforce, eliminating data silos and manual effort. With NimbusPoint’s Salesforce and Certinia expertise, your organization can gain accurate insights into project health, utilization, and performance, enabling faster decisions and better outcomes.
Best of all, Certinia PSA is Salesforce-native, meaning your teams can access real-time data wherever they work. From opportunity creation through to project delivery and customer success, every detail is available in one connected environment.
How do we deliver Certinia PSA into your business?
- Design end-to-end project and resource management processes
- Integrate Certinia PSA with Salesforce and other business applications
- Build custom dashboards for project visibility, utilization, and delivery performance
- Create approval workflows and alerts for project scope or resource changes
- Develop reporting frameworks to track project health and milestone progress
- Provide hands-on user training and post-implementation support
Let us help you deliver projects with greater visibility, efficiency, and confidence
Project Planning and Execution
Plan, track, and manage projects in real time with full visibility into timelines, milestones, and deliverables.
Resource Management
Optimize resource allocation and utilization by matching the right people to the right projects with the right skills and availability.
Time and Expense Tracking
Capture time and expenses directly within Salesforce to improve accuracy, visibility, and efficiency across every project.