Certinia ERP Cloud vs. ClientSuccess

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Certinia ERP Cloud
Score 7.8 out of 10
N/A
Certinia ERP Cloud automates financial management on the Salesforce platform. The customer-centric ERP software includes a general ledger, automated billing processes, and financial intelligence.N/A
ClientSuccess
Score 8.4 out of 10
N/A
ClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.N/A
Pricing
Certinia ERP CloudClientSuccess
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Certinia ERP CloudClientSuccess
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Certinia ERP CloudClientSuccess
Payroll Management
Comparison of Payroll Management features of Product A and Product B
Certinia ERP Cloud
8.4
2 Ratings
15% above category average
ClientSuccess
-
Ratings
Pay calculation8.52 Ratings00 Ratings
Benefit plan administration8.02 Ratings00 Ratings
Direct deposit files9.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Certinia ERP Cloud
8.4
4 Ratings
15% above category average
ClientSuccess
-
Ratings
API for custom integration8.84 Ratings00 Ratings
Plug-ins8.03 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Certinia ERP Cloud
8.4
5 Ratings
3% above category average
ClientSuccess
8.2
15 Ratings
5% below category average
Single sign-on capability8.65 Ratings00 Ratings
Role-based user permissions8.15 Ratings8.215 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Certinia ERP Cloud
7.9
5 Ratings
13% above category average
ClientSuccess
-
Ratings
Dashboards8.45 Ratings00 Ratings
Standard reports6.55 Ratings00 Ratings
Custom reports8.85 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
Certinia ERP Cloud
7.9
6 Ratings
4% above category average
ClientSuccess
-
Ratings
Accounts payable8.05 Ratings00 Ratings
Accounts receivable7.14 Ratings00 Ratings
Global Financial Support8.01 Ratings00 Ratings
Primary and Secondary Ledgers7.01 Ratings00 Ratings
Journals and Reconciliations6.33 Ratings00 Ratings
Configurable Accounting7.43 Ratings00 Ratings
Standardized Processes8.73 Ratings00 Ratings
Inventory Management
Comparison of Inventory Management features of Product A and Product B
Certinia ERP Cloud
10.0
3 Ratings
24% above category average
ClientSuccess
-
Ratings
Inventory tracking10.03 Ratings00 Ratings
Automatic reordering10.03 Ratings00 Ratings
Location management10.03 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
Certinia ERP Cloud
8.1
2 Ratings
4% above category average
ClientSuccess
-
Ratings
Pricing8.02 Ratings00 Ratings
Order entry8.02 Ratings00 Ratings
Credit card processing8.52 Ratings00 Ratings
Cost of goods sold8.02 Ratings00 Ratings
Subledger and Financial Process
Comparison of Subledger and Financial Process features of Product A and Product B
Certinia ERP Cloud
8.7
1 Ratings
16% above category average
ClientSuccess
-
Ratings
Travel & Expense Management10.01 Ratings00 Ratings
Budgetary Control & Encumbrance Accounting7.01 Ratings00 Ratings
Project Financial Management
Comparison of Project Financial Management features of Product A and Product B
Certinia ERP Cloud
9.3
1 Ratings
20% above category average
ClientSuccess
-
Ratings
Budgeting and Forecasting9.01 Ratings00 Ratings
Project Costing9.01 Ratings00 Ratings
Cost Capture10.01 Ratings00 Ratings
Capital Project Management9.01 Ratings00 Ratings
Customer Contract Compliance10.01 Ratings00 Ratings
Project Revenue Recognition10.01 Ratings00 Ratings
Project Execution Management
Comparison of Project Execution Management features of Product A and Product B
Certinia ERP Cloud
8.2
1 Ratings
18% above category average
ClientSuccess
-
Ratings
Project Planning and Scheduling7.01 Ratings00 Ratings
Task Insight for Project Managers7.01 Ratings00 Ratings
Project Mobile Functionality8.01 Ratings00 Ratings
Definable Resource Pools8.01 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Certinia ERP Cloud
-
Ratings
ClientSuccess
8.4
13 Ratings
1% below category average
API00 Ratings10.010 Ratings
Integration with Salesforce.com00 Ratings9.012 Ratings
Integration with Marketo00 Ratings7.32 Ratings
Integration with Eloqua00 Ratings7.32 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Certinia ERP Cloud
-
Ratings
ClientSuccess
8.9
16 Ratings
4% above category average
Product usage00 Ratings8.414 Ratings
Help desk / support tickets00 Ratings9.412 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Certinia ERP Cloud
-
Ratings
ClientSuccess
8.6
17 Ratings
5% above category average
NPS surveys00 Ratings7.09 Ratings
Sponsor tracking00 Ratings9.411 Ratings
Customer profiles00 Ratings9.017 Ratings
Automated workflow00 Ratings8.917 Ratings
Internal collaboration00 Ratings7.716 Ratings
Customer health scoring00 Ratings9.017 Ratings
Customer segmentation00 Ratings9.016 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
Certinia ERP Cloud
-
Ratings
ClientSuccess
8.4
17 Ratings
3% above category average
Customer health trends00 Ratings9.015 Ratings
Engagement analytics00 Ratings8.113 Ratings
Revenue forecasting00 Ratings7.614 Ratings
Dashboards00 Ratings9.017 Ratings
Best Alternatives
Certinia ERP CloudClientSuccess
Small Businesses
Acumatica
Acumatica
Score 8.7 out of 10
Intercom
Intercom
Score 8.7 out of 10
Medium-sized Companies
Infor VISUAL
Infor VISUAL
Score 7.4 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.5 out of 10
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.9 out of 10
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User Ratings
Certinia ERP CloudClientSuccess
Likelihood to Recommend
6.0
(8 ratings)
7.6
(18 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Usability
10.0
(1 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
9.0
(1 ratings)
-
(0 ratings)
Support Rating
10.0
(1 ratings)
10.0
(1 ratings)
Online Training
10.0
(1 ratings)
-
(0 ratings)
Implementation Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Certinia ERP CloudClientSuccess
Likelihood to Recommend
Certinia
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.
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ClientSuccess
Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool.
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Pros
Certinia
  • 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
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ClientSuccess
  • ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. We're able to log into CS and regularly check segments of our customers that need to be engaged with on a daily basis, log customer health, and be aware of approaching subscription renewals in order to pay appropriate attention to the right customers.
  • The user interface is easy to use, friendly in design, and quick to learn. They make it look attractive with bright color schemes without overdoing it too much.
  • As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity.
  • Their customer success/support teams are excellent as well - which is to be expected. We've felt very well taken care of since we became customers of ClientSuccess.
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Cons
Certinia
  • 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.
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ClientSuccess
  • The support view takes a few steps to get to the meat and potatoes.
  • The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects.
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Likelihood to Renew
Certinia
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.
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ClientSuccess
No answers on this topic
Usability
Certinia
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.
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ClientSuccess
No answers on this topic
Reliability and Availability
Certinia
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
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ClientSuccess
No answers on this topic
Performance
Certinia
If Visualforce pages are enabled, they sometimes slow down the load time.
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ClientSuccess
No answers on this topic
Support Rating
Certinia
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.
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ClientSuccess
They are SUPER responsive...even for late night inquiries.
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Online Training
Certinia
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.
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ClientSuccess
No answers on this topic
Implementation Rating
Certinia
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.
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ClientSuccess
No answers on this topic
Alternatives Considered
Certinia
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.
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ClientSuccess
HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, where the capabilities may exist but require a little more leg work.
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Return on Investment
Certinia
  • 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.
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ClientSuccess
  • Within the first week, leadership was able to have more visibility into the lifestage and health score of each client
  • We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting.
  • We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping.
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ScreenShots