TrustRadius Insights
Certinia PS Cloud has proven to be a valuable tool for users looking to simplify and streamline their quote-to-cash process. By seamlessly …
Certinia PS CloudFormerly FinancialForce PS Cloud
Overview
What is Certinia PS Cloud?
Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com,…
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Pricing
N/A
Unavailable
What is Certinia PS Cloud?
Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Would you like us to let the vendor know that you want pricing?
12 people also want pricing
Alternatives Pricing
N/A
Unavailable
What is Kantata PS Cloud?
Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private…
What is ConnectWise PSA?
ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the…
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Certinia PS Cloud?
Certinia PS Cloud (formerly FinancialForce PS Cloud) software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.
Certinia PS Cloud Competitors
Certinia PS Cloud Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
| Security |
Frequently Asked Questions
Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.
Reviewers rate Support Rating highest, with a score of 9.
The most common users of Certinia PS Cloud are from Mid-sized Companies (51-1,000 employees).
Comparisons
Compare with
Reviews and Ratings
(27)Loading...
Attribute Ratings
Reviews
(1-13 of 13)Companies can't remove reviews or game the system. Here's why
April 04, 2022
Flexibility and Quality of Services Management and Automation Capability this Software is Perfect.
Score 9 out of 10
Vetted Review
Verified User
Excellent solution with high functional management capabilities and very easy features on customizing. Automation through FinancialForce PSA is helpful and very reliable system on project documentation. Through the platform we were able to save project cost and effective project resources planning, easy on scheduling and the progress reports preparation is excellent.
- Multiple and easy to manage companies services.
- Easy tools to use.
- Navigation within the platform dashboard is very easy.
- Not easy to monitor all the companies services progress.
- Planning multiple projects is also not simple.
- To manage reports from different platforms is challenging.
March 26, 2022
Best and reliable multiple professional services management system with very flexible features.
Excellent manage capability with FinancialForce PSA is incredible and useful contact list management functions and very simple on task management. FinancialForce PSA interface setting was and the ability to manage data processing operations and generation of clean reports for our project processes and activities tracking features are very active and responsive easy tools.
- Effective lead management solution.
- Amazing data integration ability.
- Easy to prepare reports.
- Multiple data analytics is very tricky.
- The ability to manage different services at once.
- Configuration of features to new user.
January 31, 2019
PSA is data rich with a confusing user interface
Our organization uses PSA for project financial tracking and logging employees' work by the billable hour. We use it to track project performance against planned revenue and GM for individual projects. We have many project types, from fixed fee to time and materials. PSA has the ability to set up standard projects based on common contract types.
- PSA is data rich. It captures all the data you would need in one form or fashion. If you know what you are looking for, you can find it somewhere. There is a strong reporting function that allows you to create any number of custom reports or dashboards for tracking performance.
- The tool can scale fairly easily and can take on fair amounts of projects and data.
- The user interface is generally poor. The tool is hard to navigate and it can be difficult to find something that should be sitting on the surface. It also takes way to many clicks to complete basic tasks. Using the tool can be quite an administrative task in and of itself.
- Always double-check the math in PSA. One missed or incorrect checkbox somewhere and your calculations can be off. It can be frustrating because the math isn't surfaced, so you have to look closely to notice when PSA has done something unexpected. Sometimes the fix won't make sense and will require time spent with tech support to figure it out.
- Assess the damage after each system update. System updates are great, but can often derail otherwise stable data and calculations. For instance, our last update shifted how our employee utilization rates are calculated to include data that hasn't been entered yet, resulting in lower numbers being reported. This means we have had to take the data outside the system and calculate on our own until the problem is solved.
January 17, 2018
FinancialForce PSA for Resource Management
FinancialForce is our resource management and time tracking software. We use it to resource all of our projects, track the time billed, and invoice our clients.
- Makes managing resources in a large organization much easier.
- Reporting and tracking of backlog, tasks and schedules.
- Timecard entry and billing.
- The page to choose resources for a project isn't intuitive.
- Adoption can be difficult, mostly down to internal training.
February 28, 2017
FinancialForce - Great for all employees
FinancialForce is used by Appirio for logging all expense reports within the company. Compared to some of the other programs I've seen used for this business process across other companies, I think FinancialForce is one of the simplest and straightforward products for expense management. Through all of the expense reports I've filed, I always compiled them together fast and in a pain-free manner. I would highly recommend it for any other companies who want to make their employees happier, their data cleaner and their processes better. This product was used across the entire company.
- Simplicity. I never felt like the system was too complicated to figure out, even as I was just starting out using it.
- Efficient. I like how easy is it to get through the entire process and see all of the data in an easy to read manner. It's good for the company to be able to organize its expense data using the product.
- Fast. I was able to complete my expense reports fast and pain-free.
- The system can sometimes switch your currency without you intentionally inputting the command to do it. That should be fixed.
- I don't believe there is a built-in functionality for combining receipts. That would be nice to have it, if it doesn't already exist.
February 27, 2017
FinancialForce PSA brings better project visibility
FinancialForce is used for half of our organization for time and expense entry, and is used heavily by our professional service and project management groups for managing and billing projects.
- The time entry mobile app is very helpful for our engineers and field employees.
- The system integrates well with Microsoft Great Plains for our invoicing.
- Mobile expense app allows users to capture receipt at the time of the transaction, preventing them from losing the receipt.
- The structure of the objects makes consolidated reporting difficult.
- The expense app and expense structure are very clunky and difficult to customize.
- The training available is minimal.
February 21, 2017
Made Project Management easy for non PM's!
We use FF PSA to Manage our Professional Services projects, track time and create billing events for our invoicing. We have PSA seamlessly integrated with our Salesforce solution to ensure our quote to cash process is simple and efficient. PSA is native to the SF platform which allows us to utilize the reporting and list functionality to ensure each end user has quick access to reporting and list views that relate to their roles.
- 360 view of project management
- Resource Management and Utilization
- Managing Budgets vs Actuals
- Easy time entry and tracking
- Ability to add multiple project templates in one step
- More "help" descriptions on fields
February 20, 2017
PSA all the way!
The professional services team uses FinancialForce PSA to track time, forecast time, manage projects, escalations, and maximize utilization. Sales and the Customer Success team has access to the projects to see how they are coming along.
- PSA does a great job of making it easy to administer if you have a Salesforce background.
- It provides great visibility in to how consultants are spending their time.
- Provides visibility to the entire org, not just services management.
- It could do a better job of integrating the project tasks with the scheduled time in the future.
February 17, 2017
Financial Force PSA
We use FF PSA to help us better understand customer needs, how we fit them and the operational aspects of staffing the projects. We have 1000 users who also use Sales Cloud and Pardot and Job Science to provide us an end to end "lead to project" and "Candidate to Consultant" lifecycle in one mobile solution.
- Mobile dashboards for staffing operations
- Resource searching to pair demand from sales teams to consulting capacity from our capabilities
- Collaboration between on the ground consultants and business developers looking for great stories
- The lightning user experience is not ready for novice users as of Feb 2017
- The modules are very integrated which is great, but we are still using Changepoint for project financials which makes breaking Fin Force into modules more challenging
February 17, 2017
Everything You Need in One Basket
FinancialForce is used to invoice all of our customers. I am actually the only person doing all the invoicing. We also use FinancialForce to process our accounts payable, which I also do. It's a great system because we are able to have our accounts payable and receivable in the same system. Our sales team uses PSA, which I am also trained to use.
- Because I'm trained in AR, AP, (Financial Force) and PSA for Sales, it's awesome to be able to see the sale of the product, track the opportunity as it is closed, bill the costs of the project, process the invoice, and then post the payment when it comes to me--all on one system.
- The only part of FinancialForce that is very frustrating, is that we are unable to edit an invoice after it has been posted. The invoice is permanent and any small error can't be fixed, which means I have to create another invoice. Because of this, we have multiple "discarded" invoices in the system--forever!
February 25, 2016
FinancialForce PSA Project Management/Time and Expense Tracking
FinancialForce PSA plays is used by our Services Team to manage all aspects of projects scheduling and services delivery. This includes resource assignment, planning and scheduling. Once the project is active, PSA assists the services team in milestone billing, time and expense tracking. This final piece of the puzzle is reporting, our executive team has a large data collection to slice and dice.
- Resource Planning
- Time Tracking
- Overall Project Managment
- Expense module could be more robust.
October 30, 2014
FinancialForce PSA - Is it right for you?
Score 8 out of 10
Vetted Review
Verified User
- 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!
- Scheduling can be tricky. Assigning a resource to the Project is easy, but when viewing the Resource Planner, the resource shows as being scheduled from the Start to End of the Project. If a resource is working on many projects, then the resource planner becomes convoluted.
- Our Project Managers (PMs) use MS Project to maintain the Project Timelines. There is an import tool w/in PSA, but it is not a two-way feed. PSA only imports the project plan from MS Project. It does not update the Project Plan in MS Project, nor is the Project Plan exportable in PSA, once it has been imported. This causes our PMs to update the Project details and timeline in two systems.
- The Project Planner tool only shows Project Tasks, it does not show Milestones (which are what we use to track project completeness). We do not use Project Tasks because you cannot assign resources to the Tasks.
- There are some limitations to Reporting from FinancialForce PSA
December 07, 2012
Still maturing PSA product. Resource management capabilities strong.
Score 7 out of 10
Vetted Review
Verified User
- It integrates really well with Salesforce.com for front-end opportunity management. The transition from a booked deal to a project is a very smooth process
- The resource management function is visual and pretty efficient, better than other tools reviewed.
- Time tracking can be done on a smart phone which provides more options to enter time
- 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