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PSA all the way!
February 20, 2017

PSA all the way!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with FinancialForce PSA

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.
  • We've increased the billable utilization by 20% in the past 2 years which in turn leads to huge dollar ROI.
  • We're able to see escalations before they occur which leads to lower churn.
I've evaluated OpenAir and a few others and the main benefit was the easy integration and administration with SFDC.
If you have a mid-sized services team, a tool like this is a must to see positive margins. A larger team might find more administrative pains but they have very large customers who have been implemented successfully. If you have an SFDC background, this is the easiest solution by far.

Certinia PS Cloud Feature Ratings