Professional Services Cloud

RATING:

4.0

(55)

About Professional Services Cloud

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

Professional Services Cloud Pricing

Contact FinancialForce for pricing information.

Starting price: 

$150.35 per month

Free trial: 

Not Available

Free version: 

Not Available

Connect sales and services for better resource management and customer outcomes.
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Professional Services Cloud Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Professional Services Cloud

1 - 5 of 52 Reviews

User Profile

Michelle

Verified reviewer

Information Technology and Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2024

Certinia's Professional Services Cloud automates and streamlines engagement delivery

Having worked with Certinia PSA for over 5 years, I find it to be an excellent tool for managing professional services at any organization. The tool is robust and Certinia is continuously rolling out new features and functionality to improve it!

PROS

* Customizability - PS Cloud allows organizations to curate the tool for their unique needs. * Features - the functionality offered in PS Cloud is vast and comprehensive. From project automations to staffing to revenue recognition, it is a complete tool for managing professional services.

CONS

* While the tool is very customizable, the customizations require the knowledge and capacity of Salesforce Admins and Developers. In a world governed by SOX controls, these resources are usually "behind" a tech team's "wall" so making changes to the tool are not as agile\dynamic as they could be if Certinia could find a way to section off at least the configurable custom settings of its tool from SF.

Greg

Information Technology and Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Certinia PSA Review, cant run our business without it.

Our migration from our legacy PSA tool to Certinia has been a great business decision. We would not be able to run our business effectively had we not made this decision when we did.

PROS

Built on the SFDC platform and therefore, tightly connected with Opportunity Management in SFDC sales cloud and delivered on a platform we already used and have the ability to support. Additional 3rd party tools available to integrate to accounting systems.

CONS

That it is built on a platform and that there are many ways one can accomplish the same task or transaction. This made learning the system architecture harder and longer.

Reason for choosing Professional Services Cloud

Certinia is built on the SFDC platform. Doing business with Certinia was easier than doing business with Oracle.

Reasons for switching to Professional Services Cloud

Lack of reporting. Lack of data attributes associated with Projects, Accounts, billing events. Lack of functionality surrounding project governance and portfolio reporting.

Erin

Computer Software

Used less than 2 years

OVERALL RATING:

3

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed August 2015

Overall we've had a very positive experience with the SCM Module!

PROS

The SCM Module of FinancialForce is fantastic for organizations looking for a plug in to Salesforce that can be customized but also has a lot of fantastic out of the box features. Our company went from using Quickbooks which provided very little if any controls and reporting to using the SCM product which allows you to use the same functionality for permissions, page layouts and reporting as you get in the native Salesforce application. The product links seamlessly into your existing organization and allows you to take Opportunities in Salesforce and create Quotes to your customers, sales orders from the quotes, purchase orders to your vendors and invoices to your clients. You can report at the line item level on all of these objects which gives you excellent visibility and control into the day to day operations of your business. There is also an inventory functionality that can assist with inventory management. We don't use this function but I've seen the capability and it's also fantastic.

CONS

Because SCM is still growing there are a lot of new releases of the product that have great fixes and updates. However, upgrading can be a long process because of the amount of testing you have to do. The more customized your environment is the longer the upgrades can take. We are running about 10 versions behind right now due to this. However, we realize this will level out over time and become much less time consuming as the product matures.

Mike

Hospital & Health Care, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Great overall platform for gaining visibility to everything PS in a business

Overall we are really happy with our use of PS Cloud and leverage it every day as part of our services organization.

PROS

Very easy to implement and start getting benefits near term.

CONS

Lots of options to weigh for set up and overall use. Easy to get bogged down on complicated areas that wont materialize or are minor parts of a business.

Reasons for switching to Professional Services Cloud

Needed more features and automation than the platform could provide

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2024

Allowed us to scale our operations and resource management from a small to a mid-size consultancy

PROS

Being built on Salesforce allows us the benefit of: 1. Customizing the application, screens, and processes as we evolve 2. Seamless integration with our opportunity/deal pipeline 3. Use of Salesforce reports and dashboards

CONS

We tried using the Conga add-on to generate invoices, but ended up reverting our previous process. The invoice generation design process is not built well.

Reason for choosing Professional Services Cloud

Better feature fit and Salesforce platform