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Certinia PS Cloud Reviews & Product Details - Page 6

Certinia PS Cloud Product Details

PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform. Perfect Sales-Delivery Handoff Instantly translate opportunities into service engagements. Empower sales teams with real-time insights about project statuses, resource availability, and more. Connect sales and delivery, and everybody wins. Right Resource, Right Time Give resource managers the visibility they need by identifying the resource demand during the sale. Easily schedule the right people onto the right projects at the right time, and resolve staffing conflicts before they become problems. One Team, One Tool Companies with greater project visibility achieve higher win rates, utilization, and margins. With sales, delivery, and finance teams all using the same tool, you’ll get better visibility into pipeline, resource demand, and other critical project data. Billing & Revenue Recognition Extensible and configurable, our app manages multiple revenue streams so you can add new lines of business, move into new markets, and expand overseas while staying in complete control. Decisions Made with Certainty Automate and streamline processes across every aspect of your business from sales and delivery, to services billing and revenue management, and customer renewals. Track everything, including billing and expenses in multiple currencies, and automate compliance with new revenue recognition rules. Powerful Forecasting Optimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built-in. Get unmatched visibility into every dollar recognized and planned. Build staffing models geared to drive higher margins, quicker delivery, and better customer satisfaction. Reporting & Analytics Real-time dashboards and reports give you all the data you need, including actuals, expenses, assignments, milestones, resource requests, backlog, and more. Get complete visibility into the information you need to efficiently deliver on projects and accurately forecast future business.

Product Website

Seller

Certinia

Discussions

Certinia PS Cloud Community

Languages Supported

Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Spanish, Swedish, Chinese (Simplified)

Product Description

Certinia PS Cloud leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.

Overview by

Sarah Johansen

Value at a Glance

Averages based on real user reviews.

Time to Implement

6 months

View More Pricing Information

Certinia PS Cloud Integrations

(8)

Verified by Certinia PS Cloud

Certinia PS Cloud Media

Certinia PS Cloud Demo - Right resource, right time

Connect sales and services for better resource management and customer outcomes

Certinia PS Cloud Demo - Simplify the most complex projects

Project planners support multiple work breakdown structures for easy tracking.

Certinia PS Cloud Demo - Powerful forecasting

Easily surface and manage KPIs e.g., revenue, profit targets. See everything across services delivery. Plan/predict with confidence.

Certinia PS Cloud Demo - Master capacity planning

Forecast, plan, and deliver the right resources.

Certinia PS Cloud Demo - Your business at your fingertips

Access key data and KPIs anytime, anywhere through an easy-to-mobile interface.

See what happens when you can manage your services, projects, financials, and customers all in one powerful app. A quick 2-minute demo on Certinia PS Cloud.

A quick 5-minute Product Tour on Certinia PS Cloud

See what happens when you enable more efficient staffing processes, eliminate project disconnects, and factor in skill development and staff engagement. A quick 2-minute demo on Certinia Advanced Resource Management.

See up close how to generate fast, accurate services estimates from a single source of truth. A quick 2-minute demo on Certinia Services Estimator.

Official Downloads

(3)

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Verified User in Management Consulting

Small-Business (50 or fewer emp.)

11/3/2021

"Enterprise PSA Solution"

4/5

What do you like best about Certinia PS Cloud?

FinancialForce's PSA module is an excellent middleman between Salesforce and Financialforce's accounting offering. If you're looking to consolidate software systems, this is a no-brainer. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The setup process has slight differences from the financial package. Both products being a mostly interchangable admin experience would benefit users and admins alike. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/31/2023

"Great for time tracking and basic projects"

4/5

What do you like best about Certinia PS Cloud?

Certinia has one of the best time entry solutions that I've used in the market. Their services team were also great during the initial implementation. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Some of the features don't work as expected out of the box, such as project status reports and exporting the GANTT charts. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

9/14/2023

"Make Certinia PS cloud work for your business with customization"

5/5

What do you like best about Certinia PS Cloud?

The best thing about Certinia is not just the out of box abilities but the customizations that you can do to really make the software work for your business and team. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

You can post ideas on enhancements and new features which is great, but these can be slow to get put into next or future releases. Sometimes they are just marked "will not do" without an explanation. Review collected by and hosted on G2.com.

Chaitanya G.

Senior Business Analyst

Enterprise (> 1000 emp.)

6/20/2022

"A great tool for doing Project management automation"

3.5/5

What do you like best about Certinia PS Cloud?

Tailored workspace based on Persona,

Planner capabilities for Project and Resource

Resource Request new capabilities

PSA analytics

Permission controls based on organizational structure

Lightning Components for easy customizations Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Lack of customer-centric customization options for OOTB features. Ex.Customization of a planner, the export capability of planner view

Lack of Resource Management capability. Ex. One Resource working for multiple organizations

Implementation of ideas is very slow

Cases raised take a lot of time to get addressed, and releasing the fixes to previous versions is not supported Review collected by and hosted on G2.com.

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

10/30/2023

"Review"

4.5/5

What do you like best about Certinia PS Cloud?

Out of the box features and processes are very useful and not require too much customization during our initial use of the capability. Our business users can use at least about 80% of the functionalities from day 1. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

so far, most features are usable, however there are still some small limitations related to customizable functions that our business users have asked for, though we managed to find workarounds for a few. Review collected by and hosted on G2.com.

Ryan B.

Project Manager

Enterprise (> 1000 emp.)

6/22/2023

"Certinia PSA provides a seamless transition between your sales and service teams"

4.5/5

What do you like best about Certinia PS Cloud?

The on-platform capabilities allow for a single source of truth. Tracking work and profitability of services is a constant struggle for many service groups. Using a platform for unified insights like Certinia is the first step to solving this issue. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Buyers need to understand that using and maintaining the salesforce platform is key for success. Expect to invest in maintaining this system has your business grows. Review collected by and hosted on G2.com.

Chris M.

General Manager Asset Operations

Mid-Market (51-1000 emp.)

6/18/2023

"Capable product with great supporty"

4.5/5

What do you like best about Certinia PS Cloud?

"out of the box" features met 90% of business requirements. easily to configure to meet specific needs. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

material purchases managed via separate application to PSA module. Review collected by and hosted on G2.com.

Akshay B.

System Administrator

Enterprise (> 1000 emp.)

3/8/2022

"Revolutionise the Business with Certinia Products"

4.5/5

What do you like best about Certinia PS Cloud?

The best thing is we can manage our Projects with clients, stay updated with aur the Billings and create a detailed data to help us in each process. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The only downside is we need to study things in a very deeper manner in order to streamline our work and prevent errors. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

It is something which will help help you streamline your business. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

We keep track of all the projects, milestones, assignments, timecards and various things related to a project and how to bill them effectively with proper bill rates and keep our data updated. Review collected by and hosted on G2.com.

Verified User in Education Management

Enterprise (> 1000 emp.)

2/9/2022

"Works great!"

4/5

What do you like best about Certinia PS Cloud?

Our ability to adjust to our internal stakeholder needs with FF has been extremely valuable! Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The system can sometimes be more complex than necessary. Review collected by and hosted on G2.com.

Verified User in Internet

Mid-Market (51-1000 emp.)

11/3/2021

"Great PSA system"

5/5

What do you like best about Certinia PS Cloud?

FF PSA allows medium and large PS organizations to run their business using the out-of-the-box features. New features and bug fixes are rolled out on a regular basis. Without the need to customize the application, PSA upgrades are very seamless and practically impactless to our business.

After re-vamping the scheduling and resource management processes and expanding FF PSA capabilities, we definitely noticed an increase in billable utilization and revenue run rates.

Recently, we implemented revenue reporting and forecasting in FF PSA. This requires Analytics, which is an additional license, but the benefits of being able to see updates to the forecast almost in real-time, especially in a global organization, outweigh the cost by order of magnitude. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

As FF PSA is running on top of the SF.com platform, it uses some of the same objects. E.G. on the SF.com opportunity page, PSA is using at least 8 out of 50 available lookup objects. If there are other applications, which are also using the page, we quickly reached the hard limit of 50 and now we need to get rid or migrate the objects to another type. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Our global organization migrated the scheduling of PS resources, skills management, calendars, projects, revenue reporting, revenue forecasting and associated dashboards and reports from spreadsheets to PSA. We definitely notices higher billable utilization and significantly more transparency with business reporting from FF PSA Review collected by and hosted on G2.com.