The Certinia Winter 2025 release introduces a powerful suite of features and enhancements to elevate enterprise-level scalability, operational efficiency, and revenue growth. With a focus on empowering project managers, and sales, service, and customer success teams, this release leverages Certinia’s advanced AI and automation capabilities to streamline processes and tackle operational challenges head-on.
With AI and analytics innovation tailored for services businesses within the Salesforce ecosystem, Certinia Winter ‘25 release for PS Cloud, CS Cloud, and ERP Cloud maximizes operational efficiency, empowers data-driven decision-making, and ensures seamless service delivery across the entire customer lifecycle.
Winter ’25 is packed with innovative features like Skill Insights, Smart Rescheduling, the Health Score Dashboard, Service Credits, and more, all designed to elevate service businesses.
In this blog post, we’ll explore how these enhancements drive smarter project planning, streamline resource management, optimize project financials, and boost customer value—ultimately accelerating project delivery and improving workflows.
Unlocking the Potential of Certinia Winter ’25 Release: A Comprehensive Overview
1. PS Cloud Enhancements- Streamlining Service Delivery and Project Success
The Certinia Winter 2025 release for PS Cloud equips project management teams with powerful tools to streamline operations and improve decision-making. The new enhancements simplify resource management, scheduling, and work allocation, ensuring alignment with project timelines, budgets, and customer expectations. It aims to drive operational efficiency and enhance overall project delivery.
1. Skill Insights and Recommendations
Winter ’25 introduces the Skills Insights and Recommendations feature, which automatically suggests resources based on previous requests, eliminating the need to sift through extensive inventories. Project managers can instantly identify and allocate resources with the right skill sets, avoiding delays caused by manual searches and misallocations.
Skill Insights and Recommendation (Source: Release Hub)
2. Smart Rescheduling
The Smart Rescheduling feature in the New Project Work Planner enables project managers to stay aligned with project timelines and budgets in real time by offering schedule adjustments and highlighting required hours and budget updates. If a project runs over schedule, managers can easily request additional budget. This feature optimizes resource allocation, ensures timely project delivery, improves revenue forecasting, and sets clear customer expectations.
3. New Project Work Planner
The New Work Planner enhancement simplifies managing both planned and assigned work through a unified interface. Users gain an intuitive “at a glance” view of various work types, with configurable color coding offering clear visual differentiation. This feature enables resource managers to make quick, informed decisions with ease.
Project Work Planner Color Coding – Winter 2025 (Source: Release Hub)
4. Services Estimator
With the Winter 2025 release, Services CPQ has been rebranded as Services Estimator, for providing service engagement estimation with greater speed. This feature seamlessly integrates with Services CPQ and Salesforce Revenue Lifecycle Management, allowing customers to get comprehensive quotes that include both products and related services. This enhancement streamlines the quoting process, ensuring accurate proposals and better alignment between services and product sales.
Services Estimator (Source: Release Hub)
5. Services Credits
As more service organizations adopt a subscription-based model, the Winter ’25 release facilitates upfront revenue collection while streamlining customer experiences through automated credit management and transparent billing. This release introduces enhanced service credit management tools, offering dashboards and analytics that provide project managers, sales, and finance teams with real-time visibility into credit balances, redemption tracking, expiration management, and revenue recognition.
Services Credits (Source: Release Hub)
2. CS Cloud Enhancements- Elevating Customer Journey with Improved Visibility
Customer success teams are key drivers of recurring revenue in services businesses, and with the Winter 2025 release for CS Cloud, they’re equipped with powerful new tools to elevate their impact. These features boost visibility, enhance customer engagement, and streamline the customer journey, empowering teams to deliver more value and build stronger, long-term client relationships.
1. Activity Tracker
The upgraded Activity Tracker strengthens customer success functions by offering detailed account overviews, integrating real-time customer success data, and enabling the creation of targeted activities. This ensures a more targeted approach to customer engagement, driving better outcomes.
2. Health Score Dashboard
The Health Score dashboard in the CS Cloud has been significantly enhanced in the Winter 2025 release. It now offers advanced actionable insights into customer data and trends, efficiently managing large volumes of information, including performance and adoption metrics. This enables teams to make data-driven decisions, proactively engage customers, and drive long-term success.
3. Pooling Resources
The Resource Pooling feature allows customer success teams to create groups of resources with similar attributes, like expertise, availability, or project alignment, simplifying resource management. The Resource Pool Management tab provides an overview of all resources, with options to add or remove resources as needed. This feature enhances flexibility and ensures optimal resource allocation, improving team efficiency and responsiveness.
4. Skills Management
Skills Management in the Winter ’25 release allows customer service skills to be assigned to CS Cloud resources and playbooks. It defines competencies required by playbooks and matches them with resource skills, streamlining alignment and skill ratings. This ensures optimal resource utilization, improves team efficiency, and drives better customer outcomes.
Skills Management (Source: Release Hub)
5. Customer Value Management
The Winter ’25 release introduces enhanced Customer Value Management capabilities, integrating customer value objectives directly into success plans. Teams can define and edit KPIs, ensuring alignment with shared success metrics and providing a unified view of customer progress. By connecting silos across sales, customer success, and service teams, this feature ensures consistent value delivery and enhances customer satisfaction to move towards the same goal.
Customer Value Management (Source: Release Hub)
3. ERP Cloud Enhancements- Streamlining Project Finances and Improving Efficiency
The Certinia Winter ’25 release for ERP Cloud delivers powerful enhancements that streamline core financial processes. Using these features, businesses can optimize operations, reduce manual tasks, and accelerate period-end closings. These innovations empower teams to gain greater financial control, improve efficiency, and make data-driven decisions with ease.
1. Multi-companies Configuration
This Certinia Winter ’25 release for ERP Cloud introduces a powerful Multi-CompaniesConfiguration feature, allowing enterprises to streamline their global business operations by managing control accounts for accounts payable and receivable. This feature also enables the addition of multiple contacts to an account, improving communication and efficiency across regions. Additionally, the ability to associate multiple contacts with a single account streamlines communication, improves collaboration between teams, and enhances regional account management.
2. Fixed Asset Management
The Fixed Asset Process Management page in Certinia ERP Cloud allows accountants and controllers to efficiently create, manage, and export fixed assets. They can also automate the posting of accounting journals, streamlining processes, and accelerating period-end close by eliminating manual tasks and reducing errors.
3. Bank Reconciliation
The release enhances Bank Reconciliation by automatically creating cash receipts during the reconciliation process, eliminating manual tasks such as switching between features or creating cash entries. This feature accelerates reconciliation by reducing manual work, allowing accountants and controllers to focus on exceptions and close processes faster.
Unlocking Advanced Analytics and AI Power in PS and CS Cloud
Certinia Winter ’25 continues to lead in advanced analytics and AI innovation within the salesforce ecosystem. This release introduces a suite of new features across PS Cloud and CS Cloud, such as Smart Rescheduling, Skills Suggestions, and Customer HealthScore, all of which leverage analytics datasets within Core and Advanced analytics offerings. Additionally, reporting capabilities are now expanded to PS Cloud and CS Cloud , blending real-time operational data with historical insights, ensuring customers have an accurate, up-to-date view of service and successful operations. Post-Winter ’25, Certiniawill also enhance AgentForce functionality in PS Cloud and CS Cloud.
Wrapping Up
Certinia’s Winter 2025 release brings powerful product enhancements designed to revolutionize service organizations. These enhancements, developed by prioritizing customer feedback, address key operational challenges in PS Cloud and CS Cloud . Services businesses can make data-driven decisions, mitigate manual tasks, and provide more value to customers. Advanced AI and reporting capabilities further elevate efficiency, enabling teams to gain real-time insights, optimize workflows, and ensure smarter project delivery.
Curious to learn more about the Certinia Winter 25 Release? Schedule a 1:1 meeting with our experts
Author
AVP, AblyPro
Murali is the AVP – Certinia at AblyPro with 12+ years of experience in handling complex Certinia and Salesforce applications, implementations, configurations, and customizations. At AblyPro, he has been the pillar of all the Certinia PSA and ERP project deliverables, ranging from design to implementation, project management, and resource management. With years of practical knowledge and expertise in this industry, Murali supports the sales team in strategizing customer solutions to meet the actual business needs of the clients. Murali is a dynamic and experienced professional with multiple Certinia and Salesforce certifications, helping businesses to technically strive in this ever-changing landscape.
