Certinia PS Cloud vs. Constant Contact

PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.

Incentivized

Constant Contact is an excellent tool for sending out flyers and newsletters. However, I feel the content's appearance is typically all the same. When I receive an email from Constant Contact, I can immediately identify it - the templates usually all look the same. When sending out communications with images, it is easy to use Constant Contact and link webpages. However, the email layout is always vertical and can get very lengthy. I prefer a more flip-book approach with options to flip the page.

Incentivized

• The biggest strength of FinancialForce PSA is that it's built upon the force.com platform, which means it is very easily customizable to our business needs.
• Projects are easily created, as well as milestones and assignments.
• "Actuals" (dollars and hours) are calculated automatically, and are easily reported on.
• Resources are easily managed by using the Resource Planner
• FinancialForce PSA support is outstanding!

• Market segmentation is great: my main segmentation is by region because that's how our sales team is divided.
• Lists: making customized email lists is easy and intuitive; the custom fields allow some flexibility in case our fields don't exactly line up with Constant Contact's.
• Campaigns: creating campaigns is quick and simple. I especially appreciate the 'resend to non-openers' option. I am constantly using this feature.
• Subject line generator: I like using the recommended subject lines. I'm able to plug in their recommended ideas, or sometimes, this feature helps me generate my own ideas.

• The product is still maturing as a full featured PSA tool. The feature roadmap is compelling but is still being built out.
• Tool is ideal for managing a services business. It is not yet a project manager tool.
• Limited reporting
• Maturing change order process
• Limited integration to back-end financial systems beyond Financial Force Financials. We use Netsuite.
• The underlying SalesForce UI is constrained and can be keystroke intensive at times
• Limited archiving of historical data

• It would be nice if we had more customizable options for emails - like moving around pictures and text boxes, rather than a set spot for everything to go.
• I would like it if multiple people could work on a document at one time. So if I'm in charge of graphics, I can get those updated while someone else is entering content, etc.

Incentivized

There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.

There is no doubt that we are going to renew Constant Contact. We have not just invested a lot of time in learning and creating a great looking product but we have developed a strong database of information that allows us to track how we are doing for each newsletter. This supports our goals of creating products that residents desire and are excited to receive.

It is maturing and does what it does well although it is not fully complete.

Integration to SF is great.

Gives great visibility to incoming services projects and allows the staffing process to start on pipeline deals.

There are certain processes that take more click-throughs then needed so there are refinement opportunities around the UI.

The resource management screen and project status views have really matured since our original purchase, and while not perfect, allow business leaders to do their jobs.

Configurations vs. customizations. We seem to have to bring in an Apex developer to do a customization for changes I would think could be configuration settings

There is always room for improvement. I don't know how they test their systems, but they should invite not-so computer savvy people to test it. If I, as an expert have problems, they need to think like the technophobe. Since I've used Constant Contact in the past as part of my former employment, I have not viewed any of the tutorials and just jumped in to work on my client's newsletter. With that said, I found some areas easy and some a bit cumbersome

We have maybe had 1-2 outages over 3 years.

No major problems in sending out the email campaigns and accessing the analytics

Incentivized

Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)

The system seemed quite slow sometimes. Specifically, there was sometimes a delay in sends if it was during a high traffic period. There were time-outs when uploading new code for an email, and a lag in reporting analytics which was sometimes as long as 72 hours

Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.

I think the overall support for Constant Contact has always been incredible; I have nothing negative to say. Our customer support representative was attentive, easy to understand, and very knowledgeable. I never felt like I wasn't a priority of his and my issues, while very small, were fixed in a very short time frame.

It was fine.

Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.

Implementation is very easy for someone who wants to send out the “batch and blast” type newsletters. If you want to use their templates with no customizations, the product works fine. However, the more customizations you get into involving link color, etc, that’s where things can get tricky for someone who may not be familiar with coding

FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.

Incentivized

Constant Contact is much more intuitive for people who are not tech-savvy. Also, while sendgrid offered more options in it's drag and drop interface, it displayed differently across different email clients, which made it very cumbersome to use. It also took much longer to upload contact lists and it was harder to manage existing contacts. Performance in sendgrid was much slower as well, and the Preview feature was quite buggy. Our team initially chose sendgrid because of the integration options that it's API offered, but we ultimately switched to Constant Contact because it was much easier to build campaigns and better suited our requirements.

Very reliable in sending email campaigns and controlling the recipients so that no contact is sent the same email more than once, even if they are on a resent list

Incentivized

• FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance.
• PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization.
• PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team.

Incentivized

• I have had nothing but positive impacts from using Constant Contact.
• The church is large, and there are many subgroups and axillary groups within the church. Setting up specific groups based on responsibility, interest, member goals, and service needs allows me to send information quickly, saving valuable time for other tasks.
• Constant Contact allows leadership to stay personally engaged with the members I work with, without over-taxing my time. It feels so seamless.

Incentivized