What users are saying about
11 Ratings
11 Ratings
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Score 8.6 out of 100
18 Ratings
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Score 7.6 out of 100

Likelihood to Recommend

Conga Grid

CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.
Jack Borland | TrustRadius Reviewer

FinancialForce PSA

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Conga Grid
7.9
FinancialForce PSA
6.0
Task Management
Conga Grid
7.5
FinancialForce PSA
8.0
Resource Management
Conga Grid
8.1
FinancialForce PSA
8.0
Gantt Charts
Conga Grid
7.5
FinancialForce PSA
7.0
Scheduling
Conga Grid
6.0
FinancialForce PSA
7.0
Workflow Automation
Conga Grid
7.0
FinancialForce PSA
4.0
Team Collaboration
Conga Grid
7.6
FinancialForce PSA
2.1
Support for Agile Methodology
Conga Grid
7.9
FinancialForce PSA
5.1
Support for Waterfall Methodology
Conga Grid
7.5
FinancialForce PSA
7.0
Document Management
Conga Grid
9.5
FinancialForce PSA
5.0
Email integration
Conga Grid
10.0
FinancialForce PSA
3.0
Mobile Access
Conga Grid
9.5
FinancialForce PSA
5.0
Timesheet Tracking
Conga Grid
8.9
FinancialForce PSA
8.0
Change request and Case Management
Conga Grid
7.4
FinancialForce PSA
6.0
Budget and Expense Management
Conga Grid
6.0
FinancialForce PSA
8.0

Professional Services Automation

Conga Grid
5.0
FinancialForce PSA
6.7
Quotes/estimates
Conga Grid
5.6
FinancialForce PSA
3.0
Invoicing
Conga Grid
4.1
FinancialForce PSA
7.0
Project & financial reporting
Conga Grid
5.1
FinancialForce PSA
8.0
Integration with accounting software
Conga Grid
5.1
FinancialForce PSA
8.7

Pros

Conga Grid

  • Allows recruiters to service candidates within a radius of a desired city/location
  • Allows recruiters to see multiple fields/information on multiple candidates at once
  • Allows for easier ranking/sorting by salary, years of experience, etc
Peggy Tambouridis | TrustRadius Reviewer

FinancialForce PSA

  • 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!
Luke Fitzwater | TrustRadius Reviewer

Cons

Conga Grid

  • Sometimes Conga goes slower when using it at a high volume
  • Being able to pull more data through LinkedIn and Indeed
  • Job match function
Anonymous | TrustRadius Reviewer

FinancialForce PSA

  • 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
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Conga Grid

No score
No answers yet
No answers on this topic

FinancialForce PSA

FinancialForce PSA 9.0
Based on 3 answers
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.
Luke Fitzwater | TrustRadius Reviewer

Usability

Conga Grid

No score
No answers yet
No answers on this topic

FinancialForce PSA

FinancialForce PSA 8.0
Based on 2 answers
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
Anonymous | TrustRadius Reviewer

Reliability and Availability

Conga Grid

No score
No answers yet
No answers on this topic

FinancialForce PSA

FinancialForce PSA 9.0
Based on 1 answer
We have maybe had 1-2 outages over 3 years.
Anonymous | TrustRadius Reviewer

Performance

Conga Grid

No score
No answers yet
No answers on this topic

FinancialForce PSA

FinancialForce PSA 7.0
Based on 1 answer
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)
Anonymous | TrustRadius Reviewer

Support Rating

Conga Grid

Conga Grid 9.0
Based on 1 answer
In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
Jack Borland | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 3 answers
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.
Luke Fitzwater | TrustRadius Reviewer

In-Person Training

Conga Grid

No answers on this topic

FinancialForce PSA

It was fine.
Anonymous | TrustRadius Reviewer

Implementation Rating

Conga Grid

No score
No answers yet
No answers on this topic

FinancialForce PSA

FinancialForce PSA 8.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Conga Grid

I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
Anonymous | TrustRadius Reviewer

FinancialForce PSA

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.
Machell Enke | TrustRadius Reviewer

Return on Investment

Conga Grid

  • It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.
Kyle Rapaport | TrustRadius Reviewer

FinancialForce PSA

  • 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.
Anonymous | TrustRadius Reviewer

Pricing Details

Conga Grid

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FinancialForce PSA

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Conga Grid
8.1
FinancialForce PSA
5.1

Likelihood to Renew

Conga Grid
FinancialForce PSA
9.0

Usability

Conga Grid
FinancialForce PSA
8.0

Reliability and Availability

Conga Grid
FinancialForce PSA
9.0

Performance

Conga Grid
FinancialForce PSA
7.0

Support Rating

Conga Grid
9.0
FinancialForce PSA
9.0

Implementation Rating

Conga Grid
FinancialForce PSA
8.0

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