Certinia and Solvit Partner to Transform Services Delivery for Growing Firms

We’re excited to announce a new strategic partnership between Certinia and Solvit—a collaboration designed to help professional services firms streamline delivery, improve margins, and scale faster.

By combining Certinia’s enterprise-grade PSA platform with Solvit’s implementation expertise, clients gain a trusted partner to optimize services operations end to end—from pipeline forecasting to project execution and revenue recognition.

Why This Partnership Matters

Even as firms modernize their tools, many still rely on disconnected systems, manual workarounds, and siloed data. The result? Project delays, revenue leakage, and missed opportunities.

Certinia PSA changes that. Built natively on Salesforce, it unifies your entire services lifecycle on one platform:

  • Pipeline and resource forecasting
  • Project scoping and staffing
  • Time, expense, and milestone tracking
  • Billing and revenue recognition
  • Operational analytics

With Solvit as your implementation partner, you’ll unlock the full value of Certinia PSA through custom configuration, cross-platform integration, and expert support grounded in real-world delivery models.

What Clients Can Expect

1. Seamless Deployments 
Solvit ensures structured rollouts of Certinia PSA, tailored to your business model, teams, and growth plans.

2. End-to-End Optimization 
From lead to ledger, Solvit helps you optimize every stage of your services operations with Certinia’s robust toolset.

3. Configuration That Fits 
Solvit tailors PSA modules to align with your unique services model—whether fixed-fee, T&M, managed services, or hybrid.

4. Automation That Frees Up Time 
Solvit enables smarter workflows for time entry, approvals, billing, and reporting, helping you reduce manual tasks and increase efficiency.

5. Connected Systems for a Unified View 
Solvit ensures Certinia PSA is seamlessly connected with your Salesforce CRM, CPQ, and other downstream financial systems for a unified source of truth.

 

“Certinia’s partnership with Solvit is a win-win for Certinia and our customers. Solvit brings deep expertise in optimizing services operations, which perfectly complements our platform’s ability to connect the entire services value chain on Salesforce. Together, we’re making it easier for services firms to implement Certinia with confidence, streamline their delivery, and ultimately grow their business with greater certainty. We’re excited about the value this collaboration will unlock for organizations ready to take their service delivery to the next level.”
— Greg O’Sullivan, VP Global Partner Alliances & Channels at Certinia  

About Solvit

Solvit empowers services firms to get the most out of their Salesforce and PSA platforms. With nearly 25 years of Salesforce experience and close to a decade of PSA and PPM implementations, Solvit has helped hundreds of clients transform their delivery operations, improve profitability, and gain real-time visibility into their business.

  • 24+ years of Salesforce expertise
  • ~10 years delivering PSA/PPM solutions
  • Hundreds of successful services clients
  • Trusted by firms across consulting, IT services, and engineering

Solvit’s team becomes an extension of your own—designing and implementing solutions that grow with your business.

About Certinia

Certinia empowers organizations to deliver customer value with certainty. As the trusted partner for approximately 1,400 services organizations, their suite of solutions, including PS Cloud, CS Cloud, and ERP Cloud, and natively built on the Salesforce platform, powers and connects all aspects of technology and services businesses, from services estimation and delivery to customer success management and financial planning and accounting.

By orchestrating people and projects around a central account record, Certinia ensures that organizations can have the right information at the right time to enable confident decision-making and intelligent delivery across the entire customer journey. Certinia delivers the business certainty needed to mitigate risk and build lasting trust with customers.

Ready to level up your services delivery?

Reach out today to see how Solvit and Certinia PSA can help your team reduce friction, boost profitability, and scale smarter.

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