Evaluating Certinia? Here's what PS leaders actually find

LivePerson ran their PS org across Certinia, Smartsheet, and internal tools — and still couldn't answer basic questions about utilization or margins. One switch to Rocketlane changed that.

Just a quick demo tailored to your use case

4 reasons to choose Rocketlane over Certinia

Before
(Certinia/Financial Force)

After
(Rocketlane)

Fragmented data across multiple tools

Unified project management, resourcing, and financials in one platform

Utilization and margin tracking lacked transparency

Shared visibility into utilization and performance

Reporting required exporting data into spreadsheets

Real-time dashboards provided a single source of truth and visibility

Separate systems limited partner/client collaboration and team adoption

Client and partner collaboration — without the back and forth

Trusted by 700+ modern enterprises and services teams

Why Rocketlane over Certinia

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Rocketlane introduces agents that move across your entire delivery lifecycle.

Agents that execute — handle delivery work, remove admin, and build organizational knowledge automatically

Agents that listen — turn every customer conversation into intelligence your whole team acts on

Built on top of Agentforce. Capabilities restricted to back-office operations: resourcing and admin work, unlocking incremental gains.

All-in-one purpose-built PSA where planning, resourcing, and execution stay in sync.

Plans, governance, and deliverables update automatically as work progresses

Every operational and delivery workflow in one place — no tool sprawl, no manual syncing

Built for back-office operations, not end-to-end service delivery. Teams often rely on Smartsheet, Asana, or Monday for project delivery ending up with fragmented systems.

First-class, bidirectional Salesforce integration without the admin dependency

Teams can plan earlier, move faster, and evolve processes without waiting in the Salesforce queue, combining integration depth with operational agility.

Being Salesforce-native doesn’t automatically mean faster or simpler. Certinia’s tight Salesforce dependency creates admin bottlenecks and slows changes, increasing delays and overhead.

Faster implementation cycle  within 8–12 weeks

Rocketlane offers a seamless switch guarantee where if you switch from another platforms, we guarantee that we will finish implementation within at least 12 weeks.

6–9+ month implementations. 1–2x ARR implementation costs. Rigid, repeatable-process mindset that breaks for high-variance or custom projects. High seat costs restrict visibility and transparency.

Agents that run your delivery from planning to execution

You've seen what agents fix. Now see how it works.

Run your entire delivery without ever switching context

Most PS teams track projects in one place, time in another, and finances somewhere else entirely. Rocketlane connects all of it so nothing slips through.

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