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Professional Services Cloud

Professional Services Cloud 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Professional Services Cloud
Professional Services Cloud
4.0
(55)

Pricing

Starting at $150.35 per month

About Professional Services Cloud

Manage your resources, projects, and financials in the same application as your customer interactions with Professional Services Cloud from Certinia

Wondering if Professional Services Cloud is right for your organization?

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Professional Services Cloud User Interface

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Professional Services Cloud Pricing and Plans

Starting price: $150.35 per month
Free Trial
Free Version

Basic

$150.35

per month

No plan information available

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    Professional Services Cloud Features

    • Popular features found in Professional Services Automation
      Client Portal
      Collaboration Tools
      CRM
      Document Management
      Project Tracking
      Quotes/Estimates
      Resource Management
      Task Management
      Timesheet Management
    • More features of Professional Services Cloud
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      API
      Audit Trail
      Billing & Invoicing
      Budgeting/Forecasting
      Contract/License Management
      Customizable Branding
      Customizable Reports
      Customizable Templates
      Data Visualization
      Estimating
      Expense Tracking
      Forecasting
      Invoice Management
      Multi-Currency
      Payroll Management
      Real-Time Data
      Real-Time Reporting
      Reporting/Analytics
      Reporting & Statistics
      Self Service Portal
      Timer

    Professional Services Cloud Integrations

    Financial Management Cloud
    Financial Management Cloud
    Jitterbit
    Jitterbit
    Salesforce Service Cloud
    Salesforce Service Cloud
    Xactly Incent
    Xactly Incent
    Docusign
    Docusign
    CRM Analytics
    CRM Analytics

    See all 21 integrations

    Professional Services Cloud User Reviews

    Overall Rating

    4.0

    Ratings Breakdown

    5

    36%

    4

    40%

    3

    13%

    2

    7%

    1

    4%

    Secondary Ratings

    Ease of Use

    3.8

    Value for money

    3.8

    Customer support

    3.9

    Functionality

    3.9

    VR
    Verified
    Reviewer

    Non-Profit Organization Management

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2018

    FinancialForce For The Force

    5

    Super supportive staff and very well organized team.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The functionality is compatible with so many software/module combinations
    Cons:
    The implementation process was quite long although I believe that was due to our internal working!

    Read More

    RG
    Reed G.

    Verified reviewer

    Information Technology and Services

    5001-10000 employees

    Used daily for more than 2 years

    Reviewed January 2024

    Cisco Professional Services on PSA

    5

    We have a strong long-standing relationship with the Certinia Support team and with our Technical Account Manager.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    PSA is a critical backbone to conducting our business.
    Cons:
    No issues or concerns to raise here....

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    cb
    chris b.

    Civic & Social Organization

    11-50 employees

    Used daily for less than 2 years

    Review source

    Reviewed August 2018

    Over promised software that is incredibly complex to set up

    2

    Over complex software supplied by an unhelpful vendor.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    2
    Functionality
    icon
    Pros:
    It is highly configurable and provided it meets your requirements and when it is finally configured and set up it works okay.
    Cons:
    It is incredibly complex and entails significant learning and development time to configure it. High on-going costs for maintaining and evolving the product in line with the business, entailing the support of a significant in-house IT team. Not suitable for SMEs and organisations of less than 100 staff or T/O of over $50m. The sales team from Financial Force understated the complexity of set up and learning time and over promised on suitability and functionality. The support team at FF have proven to be unhelpful and difficult and are only interested in selling more consulting time. Issues in integrating with Microsoft.

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    DF
    Daniel F.

    Verified reviewer

    Hospital & Health Care

    501-1000 employees

    Used daily for more than 2 years

    Reviewed January 2024

    PSA is a Great Tool!

    4

    Very positive experience with an excellent customer service team that seems to be always available.

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    It allows us to scale our business as needed and track our resources while also allowing us to bill/invoice.
    Cons:
    Sometimes organizations are not all the same and therefore some of the out of the box solutions did not fit our use case and we have had to do some customizing.

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    YY
    Yuri Y.

    Verified reviewer

    Computer Networking

    5001-10000 employees

    Used daily for more than 2 years

    Reviewed January 2024

    PSA from Certinia is well worth it

    5

    We went live with PSA about 2 years ago. Since that time, we have eliminated a lot of manual processes and enabled almost real-time scheduling, time keeping, billing, reporting and forecasting from a single platform.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    4
    Customer support
    5
    Functionality
    icon
    Pros:
    Ability to have a single pane view on the global PS business in our company was one of the major goals for the PSA implementation. We migrated hundreds of the users from spreadsheets-based business to the online/mobile model. Some tasks used to take days of work, not take minutes.
    Cons:
    Analytics implementation is still work in progress. We submitted several ideas for how to improve it, now they are being implemented. We will continue to push for a more consolidated and user-friendly forecasting via analytics. Another area is the integration with online calendars like Outlook. Current implementation only allows the events to have 8 duration, we need a more granular approach.

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    AS
    Arman S.

    Verified reviewer

    Information Technology and Services

    51-200 employees

    Used daily for less than 2 years

    Reviewed January 2024

    Overall good experience using PSA

    5

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The intuitiveness and user experience / page layouts are easy to understand and follow.
    Cons:
    There are multiple ways to do multiple different things, and some ways can cause errors. The only way to know this is to test out different methods and seeing for yourself that the error arose. It would help if there were either: - limitations on the number of ways one can perform a process, or - more flags that notified a user that doing something in one way may not provide the desired outcome. Example: placing a 'hold' on a resource when staffing a Resource Request - the correct way to do it is to select the resource and then click 'Hold' - there is another way to do it where one can go to the empty Resource field and populate it. The status of the RR will say "Held" and it will show that resource's name, but the resource will not actually be Held, and thus, will not show up in the Resource Planner.

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    WM
    William M.

    Used unspecified for unspecified

    Review source

    Reviewed December 2011

    More than I need Human Capital Management Software

    4

    I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management. If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches. This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe. you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you. Just get it. Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool. Patrick.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    icon
    Pros:
    The user interface is excellent. If you know Salesforce.com CRM then you will inherently know how to use Vana HCM. WOW! No training required. Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more. Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects. Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management. Overall: over the top! Thank you.
    Cons:
    There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered. Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3 Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS! The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!

    Read More

    BS
    Beth S.

    Philanthropy

    Used unspecified for less than 2 years

    Review source

    Reviewed July 2015

    FinancialForce for small organization of 20 FTE

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    My favorite quality of FinancialForce is the seamless integration with Salesforce.com. The platform operates much in the same way as Salesforce, so customizing and reporting were easy and quick to learn. This made the integration process go much smoother and I was able to train my team quickly on using the new financial system. Throughout my history of using FinancialForce, whenever I did encounter a questions or problem, opening a case was easy and the response time was within 1-2 days. Another key functionality that I really enjoy with having both our operations and finances under one login, is the reduced amount of data entry. We have greatly reduced the amount of time spent on duplicate data entry by operating in the same system. FinancialForce also offers a lot of automated functionality, but one we use is the automated cash matching, which takes out another step of manual data entry. The operating efficiencies we've leveraged by implementing FinancialForce have paid for the cost and then some.
    Cons:
    We are a small organization of 20 and we do not have a developer in-house. We struggled with the FinancialForce reporting app, as this requires some use of code and developer 'speak'. The standard Salesforce reporting allows for FinancialForce data as well, so we rely on this function more often, but when it comes to the standard P&L structure for our board, we needed a 'pretty' report, and this requires the FinancialForce reporting app. During our implementation we were promised by the implementation partner that they would write the reports for us, however this was never delivered. FinancialForce is working on rectifying the problem for us, but it will require some additional hours and financial resources on our end.

    Read More

    RD
    Russell D.

    Verified reviewer

    Construction

    51-200 employees

    Used weekly for more than 2 years

    Review source

    Reviewed March 2020

    Customer Service Poor

    1

    None, we paid to much for to long with the hopes we could make it work. we have recently switched because we couldn't make it work, the customer service team isnt helpful.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    2
    Functionality
    icon
    Pros:
    The software is hard to use and dysfunctional, we were sold on the concept of it being integrated with Salesforce and struggled with the intergration every time we used the program. The common theme between salesforce and financial force while integrating and trying to use the platform was that is salesforce's issue you need to talk to them when it was a 95% an issue with financial force.
    Cons:
    Customer service, financial force has a serious lack of empathy towards thier clients. they dont care if you have been with them for 5 years or 6 months they treat you like a number. the software is labour intensive and doesnt work well.

    Read More

    SP
    Spencer P.

    Verified reviewer

    Management Consulting

    51-200 employees

    Used daily for less than 12 months

    Reviewed January 2024

    PSA Review

    4

    It has helped the business and myself keep track of resource utilization and management very well!

    Ratings Breakdown

    3
    Ease of use
    4
    Functionality
    icon
    Pros:
    Its built on Salesforce and is housed in the same system making it easy to keep everything in one place!
    Cons:
    Some of the setup and customizations can be hard to find or find out how to configure.

    Read More

    Showing 1 - 10 of 55 Reviews

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