Certinia ERP Cloud vs. Zoho One

For accounting systems, users and/or evaluators often want to see some type of matrix or "heads up" comparisons of specific features and functionality of a system in key areas such as: 1) General Ledger 2) Order to Cash cycle 3) Purchase to Pay cycle 4) Cash management 5) Inventory and/or Cost Accounting (Projects/Jobs, etc) 6) Revenue Recognition 7) Fixed Assets management 8) Budgets 9) Tax 10) Reports and Analysis It would be great if this kind of matrix existed to be filled in by reviewers so that others could benefit from their perspectives about the applications and how they address or handle the specific features/functionality. With respect to FinancialForce, the company has found that nearly all the key features it needed were available from the application.

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

Incentivized

• User interface is more modern and user-friendly than other software
• Dashboards allow for good visual interpretation
• Reports are able to be customized to better fit users' needs

Incentivized

• Customized dashboards
• Easy to see the kpis for different aspects of my business
• And offers a consolidation of CRM campaign and other applications without having to use other technologies from other companies so it's great to consulate consolidated
• The analytics is great what else
• Collaboration tools are excellent

Incentivized

• Since SalesForce was not made with accounting in mind, building FinancialForce as a module on top of SalesForce gives problems because the overarching architect of SalesForce cannot facilitate all the accounting requirements.
• The FinancialForce integration team was not very good, and did not help us set up our FinancialForce very well. Their customer support is also lacking and takes a long time to respond and troubleshoot our problems.
• FinancialForce doesn't actually build financial statement reports. We were only able to run a trial balance, and we had to build the statements ourselves in Excel.

Incentivized

• In my opinion, SUPPORT IS AWFUL!!!
• If you want to get in touch with a support representative, your best bet is to call the sales number and demand to speak with an agent.
• Each of the tools operates in a silo, from a support perspective. Some applications, like books, have chat-based support and others require an e-mail.
• In my experience, expect any e-mail to the main support e-mail to go unanswered.
• The first year of support was great, but after we renewed for the second year, it has become terrible.

The company has now converted its legacy, "home grown" operations system and built it on the force.com platform, and the integration between it and FinancialForce is deeply entrenched. No other application would be able to replicate this functionality, and the company will be able to scale and leverage the force.com platform as it grows.

Change management is always an issue, but the evidence of the application's usability is that both long-time employees (used to the legacy systems for many years) and newer employees have been able to learn the system and improve their business processes.

We've been a long time user and are always tweaking our automation to gain efficiencies while improving our service levels. It's pretty easy to come up with what you want to do and then do it yourself. Though, if you're looking to do some really tricked out automations, use of a Zoho Consultant would be a better idea as you'll get exactly what you need much quicker.

Incentivized

Unless the internet is completely unavailable - which has not happened yet - the application is always accessible. Since FinancialForce is built on the force.com platform, it's uptime is tied to Salesforce security and system performance standards

If Visualforce pages are enabled, they sometimes slow down the load time.

The response time for FinancialForce is exemplary. Immediate acknowledgement of the support request by automatically logging a case/ticket on the provider side, then less than 24-hour follow up by a support team member with specific questions, information or resolution for the issue.

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

Through its Xtra login website available to its customers, FinancialForce offers a complete set of online, video tutorials, training and documentation. Each tutorial is "bite-sized", meaning it imparts instructional, step-by-step information in 2-3 minute narrated videos. For a particular cycle or process, like invoices to payments for example, each tutorial builds on the last so that the user can get a complete picture of the steps and process in less than 10 minutes.

The company decided to run parallel for three months in order to soften the impact of the change from the legacy "system" - which users had been interfacing with for over a decade - to FinancialForce. While not recommended, this did provide time for the in-house "super user" team of 2 people to become completely familiar with the application, and thus provide hands-on training and be a resource for the users who would be processing the daily accounting transactions.

FinancialForce Subscription & Usage Billing has more features, more useability, and manages higher numbers of customers. The systems I have used in the past are easier to navigate but couldn't handle this number of customers.

Incentivized

There is nothing quite close to what Zoho offers with Zoho One in terms of breadth and depth of applications integrated together as a single product. Also, you get to manage a single license and user management on Zoho One, whereas you would need to work with multiple vendors and also simultaneously take care of billing and contract management with all of them. It is much easier with Zoho One

Incentivized

• Beneficial to easily be able to track impact of fluctuating currencies.
• Integration with Salesforce.com reduced/elimintated manual entry which saves various colleagues time.
• Increased visibility over the entire sales cycle because of the integration between Salesforce.com & FinancialForce Accounting.

Incentivized

• It is hassle-free to access, which saves you a lot of time and manual effort to get the data accessible.
• Lead status and follow-ups in one place- what you require is a paradise for the Sales team.
• Reduces the work of HR a lot.

Incentivized