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Best Professional Services Automation Software with Portfolio Performance Capabilities

Benefits of Professional Services Automation Software with Portfolio Performance capabilities include: Monitor the performance of different types of portfolios and programs.
Below are the top-rated Professional Services Automation Software with Portfolio Performance capabilities, as verified by G2’s Research team. Real users have identified Portfolio Performance as an important function of Professional Services Automation Software. Compare different products that offer this feature so you can decide which is best for your business needs.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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5 Listings in Professional Services Automation Available
(1,464)4.2 out of 5
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15th Easiest To Use in Professional Services Automation software
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  • Pros and Cons
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  • User Satisfaction
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  • Seller Details
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(697)4.3 out of 5
Optimized for quick response
11th Easiest To Use in Professional Services Automation software
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 Instant

    Users
    • Salesforce Administrator
    • Business Analyst
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 52% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certinia PS Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    59
    User-Friendly
    36
    Reporting
    32
    Project Management
    31
    Reporting Efficiency
    25
    Cons
    Learning Curve
    20
    Missing Features
    16
    Complex Usability
    13
    Difficult Customization
    13
    Slow Performance
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certinia PS Cloud features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.7
    8.2
    Portfolio Performance
    Average: 7.9
    8.4
    Workflow
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
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  • Seller Details
    Seller
    Certinia
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @CertiniaInc
    12,601 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    842 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 Instant

Users
  • Salesforce Administrator
  • Business Analyst
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 52% Mid-Market
  • 36% Enterprise
Certinia PS Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
59
User-Friendly
36
Reporting
32
Project Management
31
Reporting Efficiency
25
Cons
Learning Curve
20
Missing Features
16
Complex Usability
13
Difficult Customization
13
Slow Performance
13
Certinia PS Cloud features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.7
8.2
Portfolio Performance
Average: 7.9
8.4
Workflow
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Certinia
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@CertiniaInc
12,601 Twitter followers
LinkedIn® Page
www.linkedin.com
842 employees on LinkedIn®

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(402)4.5 out of 5
Optimized for quick response
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Entry Level Price:$26.00
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Scoro is designed for agencies, consultancies, and other professional service businesses to help them optimize operations, manage resources, and run profitable projects with minimal effort. With Sc

    Users
    • Project Manager
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 72% Small-Business
    • 19% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Scoro Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Project Management
    23
    Task Management
    23
    Intuitive
    13
    Team Collaboration
    13
    Cons
    Learning Curve
    12
    Missing Features
    12
    Integration Issues
    6
    Task Management
    6
    Email Integration
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Scoro features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.7
    8.3
    Portfolio Performance
    Average: 7.9
    8.7
    Workflow
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Scoro
    Company Website
    Year Founded
    2013
    HQ Location
    London
    Twitter
    @ScoroSoftware
    8,394 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    149 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Scoro is designed for agencies, consultancies, and other professional service businesses to help them optimize operations, manage resources, and run profitable projects with minimal effort. With Sc

Users
  • Project Manager
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 72% Small-Business
  • 19% Mid-Market
Scoro Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Project Management
23
Task Management
23
Intuitive
13
Team Collaboration
13
Cons
Learning Curve
12
Missing Features
12
Integration Issues
6
Task Management
6
Email Integration
5
Scoro features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.7
8.3
Portfolio Performance
Average: 7.9
8.7
Workflow
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Scoro
Company Website
Year Founded
2013
HQ Location
London
Twitter
@ScoroSoftware
8,394 Twitter followers
LinkedIn® Page
www.linkedin.com
149 employees on LinkedIn®
(131)4.0 out of 5
View top Consulting Services for Resource Management by Smartsheet
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utiliz

    Users
    • Project Manager
    Industries
    • Design
    • Marketing and Advertising
    Market Segment
    • 52% Small-Business
    • 40% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Resource Management by Smartsheet Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Time Tracking
    4
    Project Management
    3
    Project Tracking
    3
    Reporting
    3
    Cons
    Access Limitations
    5
    Limitations
    2
    Performance Issues
    2
    Poor Customer Support
    2
    Beginner Difficulty
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Resource Management by Smartsheet features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.7
    8.3
    Portfolio Performance
    Average: 7.9
    8.3
    Workflow
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2005
    HQ Location
    Bellevue, WA
    Twitter
    @Smartsheet
    26,857 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,195 employees on LinkedIn®
    Ownership
    NYSE: SMAR
Product Description
How are these determined?Information
This description is provided by the seller.

Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utiliz

Users
  • Project Manager
Industries
  • Design
  • Marketing and Advertising
Market Segment
  • 52% Small-Business
  • 40% Mid-Market
Resource Management by Smartsheet Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Time Tracking
4
Project Management
3
Project Tracking
3
Reporting
3
Cons
Access Limitations
5
Limitations
2
Performance Issues
2
Poor Customer Support
2
Beginner Difficulty
1
Resource Management by Smartsheet features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.7
8.3
Portfolio Performance
Average: 7.9
8.3
Workflow
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Year Founded
2005
HQ Location
Bellevue, WA
Twitter
@Smartsheet
26,857 Twitter followers
LinkedIn® Page
www.linkedin.com
4,195 employees on LinkedIn®
Ownership
NYSE: SMAR
(130)4.2 out of 5
Optimized for quick response
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Entry Level Price:Contact Us
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Forecast helps operational leaders plan, run and track projects in one place to optimize efficiency, increase utilization and deliver results. Our AI-powered platform delivers real-time assistance

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 54% Small-Business
    • 44% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Forecast Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Project Management
    11
    User Interface
    7
    Intuitive
    6
    Analytics Insights
    5
    Cons
    Learning Curve
    7
    Steep Learning Curve
    7
    Missing Features
    4
    Data Inaccuracy
    3
    Limited Calculations
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Forecast features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.7
    7.5
    Portfolio Performance
    Average: 7.9
    6.9
    Workflow
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Forecast
    Company Website
    Year Founded
    2016
    HQ Location
    Copenhagen, Capital Region
    Twitter
    @ForecastHQ
    766 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Forecast helps operational leaders plan, run and track projects in one place to optimize efficiency, increase utilization and deliver results. Our AI-powered platform delivers real-time assistance

Users
No information available
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 54% Small-Business
  • 44% Mid-Market
Forecast Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Project Management
11
User Interface
7
Intuitive
6
Analytics Insights
5
Cons
Learning Curve
7
Steep Learning Curve
7
Missing Features
4
Data Inaccuracy
3
Limited Calculations
3
Forecast features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.7
7.5
Portfolio Performance
Average: 7.9
6.9
Workflow
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Forecast
Company Website
Year Founded
2016
HQ Location
Copenhagen, Capital Region
Twitter
@ForecastHQ
766 Twitter followers
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®

Quick Facts: Professional Services Automation Software with Portfolio Performance Capabilities

Content below is current as of June, 2024
Reviews Summary for Professional Services Automation Software with Portfolio Performance Features

Reviews Summary: Professional Services Automation Software with Portfolio Performance Features

Currently there are 5 Professional Services Automation software products with Portfolio Performance features listed on G2, and together they have generated 1,683 total reviews. These reviews are generated using the qualitative and quantitative feedback from G2 members who have used these software products.

G2 users review Professional Services Automation software products based on criteria relating to user experience, setup, and support. Below you will find how users rated the 5 Professional Services Automation software products that have Portfolio Performance features based on those criteria:

  • Quality of Support: 8.4/10 average user rating
  • Ease of Use: 7.9/10 average user rating
  • Ease of Setup: 7.2/10 average user rating

To help you compare and find the best Professional Services Automation software product with the right Portfolio Performance functionality for your business, we have gathered some additional details and FAQs below.

What Professional Services Automation products with Portfolio Performance features have the most reviews and are the highest-rated?

Based on quantity of reviews and average ratings, these are the most popular Professional Services Automation software products with Portfolio Performance capabilities according to G2 users:

What Professional Services Automation software products with Portfolio Performance capabilities are the most liked according to G2 users?

Based on the G2 ratings scale and regardless of review count, these are the highest-rated Professional Services Automation software products with Portfolio Performance capabilities:

Which software products with Portfolio Performance features are the highest rated on G2?

These are the Professional Services Automation software products offering Portfolio Performance capabilities and have the highest ratings:

Review Snippets for Professional Services Automation Software with Portfolio Performance Features

Below are questions we ask of all Professional Services Automation software users on G2. The answers are specific to the most popular software products that offer Portfolio Performance capabilities. These user responses provide more insight into the most-reviewed Professional Services Automation software and their Portfolio Performance features listed on G2.
Questions Responses
Here is what users liked best about Professional Services Automation software with Portfolio Performance features.
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): "Insights and the ease of getting accurate time sheets"
- Jessica C., Director of Sales and Marketing at ChurchWorks Ltd, Small-Business (50 or fewer emp.)
Certinia PS Cloud: "On Salesforce platform, simple to cross the sales to project delivery handoff"
- Mike J., Practice Area Director, Slalom, Small-Business (50 or fewer emp.)
Scoro: "You can manage your clients, accountability, projects, team... in a very interactive way. It performs perfectly and the support is excellent"
- Raúl H., Founder / MD en Momuu, Small-Business (50 or fewer emp.)
Here is what users liked least about Professional Services Automation software with Portfolio Performance features.
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): "Limited capabilities and weak GUI. Missing critical functionality (like project management) with limited ability to integrate with external systems."
- Bruce I., Experienced Client Services Executive, Small-Business (50 or fewer emp.)
Certinia PS Cloud: "Communication for our needs is difficult and timecard entry seems to be very manual."
- Andrea A., Senior Business Systems Analyst, Enterprise (> 1000 emp.)
Resource Management by Smartsheet: "API connection for integration is not straingt forward Need to extract data to create a dashboard, because big projects (100+ resources ) are not very tranparent or can bee shown on a single screen."
- Geza S., Mid-Market (51-1000 emp.)
These are what users recommend to others considering popular Professional Services Automation software products with Portfolio Performance capabilities.
- Haider A., Managing Director at Kainjoo, Small-Business (50 or fewer emp.)
Certinia PS Cloud: "Make sure everything works before you close on the deal"
- Vishal S., VP of Business Development at FinPro Solutions, Mid-Market (51-1000 emp.)
Scoro: "Use 'projects' for leads."
- Matt B., Director | Resonics Ltd - Interior Acoustics, Small-Business (50 or fewer emp.)
These are the problems users said the software was solving and how it is benefitting them.
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): "Project costings, profitability, and accurate resource scheduling"
- Jessica C., Director of Sales and Marketing at ChurchWorks Ltd, Small-Business (50 or fewer emp.)
Certinia PS Cloud: "Staffing and reporting on project delivery"
- Mike J., Practice Area Director, Slalom, Small-Business (50 or fewer emp.)
Scoro: "Accountability, projects and team organization"
- Raúl H., Founder / MD en Momuu, Small-Business (50 or fewer emp.)
Reviews by Industry

Reviews by Industry: Professional Services Automation Marketing Software with Portfolio Performance Features

Portfolio Performance features are an important factor when choosing a Professional Services Automation software product. How the software and this feature are used differs from industry to industry, making it a challenge to find the best Professional Services Automation software with the right features for your company. To help professionals with their Professional Services Automation software research, G2 has gathered data sourced from 952 reviews. These reviews come from G2 users working in industries that use Professional Services Automation products on a regular basis and who have the most experience with their Portfolio Performance functionality.

Industry-Related FAQs About Professional Services Automation Software with Portfolio Performance Features

What industries have generated the most reviews of Professional Services Automation products with Portfolio Performance capabilities?

Users from the following industries have written the most Portfolio Performance feature reviews about Professional Services Automation software:

  • Information Technology and Services
  • Marketing and Advertising
  • Computer Software
Which Professional Services Automation software with Portfolio Performance features do Information Technology and Services professionals think is best?

Information Technology and Services professionals rate Kantata Professional Services Cloud (formerly Mavenlink + Kimble) (4.2 stars and 836 reviews), Certinia PS Cloud (4.3 stars and 646 reviews), and Scoro (4.5 stars and 123 reviews) the highest.

What do Marketing and Advertising professionals think is the best Professional Services Automation software with Portfolio Performance features?

Marketing and Advertising professionals rate Kantata Professional Services Cloud (formerly Mavenlink + Kimble) (4.2 stars and 836 reviews), Certinia PS Cloud (4.3 stars and 646 reviews), and Scoro (4.5 stars and 123 reviews) the highest.

What do Computer Software professionals think is the best Professional Services Automation software with Portfolio Performance features?

Computer Software professionals rate Kantata Professional Services Cloud (formerly Mavenlink + Kimble) (4.2 stars and 836 reviews), Certinia PS Cloud (4.3 stars and 646 reviews), and Scoro (4.5 stars and 123 reviews) the highest.

Industry Review Snippets: Professional Services Automation Portfolio Performance Software

There are 952 reviews from users in the Information Technology and Services, Marketing and Advertising, and Computer Software industries. Below are snippets of what some of these reviews said about those with the highest G2 score ratings and the most reviews.

Industry What Users From Each Industry Liked What Users From Each Industry Disliked
Information Technology and Services
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): I think the collaborative view with the client is really strong and clear. The fact that you can commonly display detailed statuses, email the workspace to audit project communication and get changed orders approved, makes it a powerful tool.
- Casey L., Project Manager at RelationEdge, Small-Business (50 or fewer emp.)
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Limited capabilities and weak GUI. Missing critical functionality (like project management) with limited ability to integrate with external systems.
- Bruce I., Experienced Client Services Executive, Small-Business (50 or fewer emp.)
Marketing and Advertising
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): It has a very clean interface and is fairly straightforward and easy to use, It can also integrate with JIRA, which is very important for us. It generates great reports that offer a good high level overview of all our projects and tasks and does a good of visualizing our efforts.
- Bar (Bhargav) R., Consultant at Paysmart Ventures, Mid-Market (51-1000 emp.)
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): A bit complicated to learn given all the different features
- Abby T., Mid-Market (51-1000 emp.)
Computer Software
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Insights and the ease of getting accurate time sheets
- Jessica C., Director of Sales and Marketing at ChurchWorks Ltd, Small-Business (50 or fewer emp.)
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Ease of use. Mavenlink seems to overcomplicate certain aspects.
- Natalie S., Project Manager at Crimson Hexagon, Mid-Market (51-1000 emp.)

Reviews by Market Segment

Reviews by Market Segment: Professional Services Automation Software with Portfolio Performance Features

G2 Professional Services Automation software reviewers come from companies of various sizes. On G2 we break these different market segments into three distinct groups:

These reviews are especially helpful when comparing the Portfolio Performance features of different Professional Services Automation software products because each business market segment has its own unique experiences and requirements when it comes to specific software features. The segments that make up these Professional Services Automation Portfolio Performance software reviews are:

  • 35.3% of reviewers are from small businesses.
  • 46.9% of reviewers are from mid-market companies.
  • 17.8% of reviewers work at enterprise companies.

Below you will find FAQs and actual review snippets for Professional Services Automation software products that have Portfolio Performance features. These reviews are written by real G2 users working in the three market segments above.

Market Segment-Related Professional Services Automation Software with Portfolio Performance Capabilities FAQs

What are the best Professional Services Automation software products with Portfolio Performance features according to users from enterprise businesses?

The Professional Services Automation software products enterprise-level professionals rate the highest are Kantata Professional Services Cloud (formerly Mavenlink + Kimble) (4.2 stars), Certinia PS Cloud (4.3 stars), and Scoro (4.5 stars).

Which Professional Services Automation software products with Portfolio Performance features are the best according to mid-market business users?

The Professional Services Automation software products mid-market business users rate the highest are Kantata Professional Services Cloud (formerly Mavenlink + Kimble) (4.2 stars), Certinia PS Cloud (4.3 stars), and Scoro (4.5 stars).

What do users in small businesses say are the top Professional Services Automation software products with Portfolio Performance capabilities?

The Professional Services Automation software products users in small businesses rate the highest are Kantata Professional Services Cloud (formerly Mavenlink + Kimble) (4.2 stars), Certinia PS Cloud (4.3 stars), and Scoro (4.5 stars).

Market Segment Review Snippets: Professional Services Automation Software with Portfolio Performance Features

Business professionals share important information about Professional Services Automation Portfolio Performance software usability, features, pricing, and more. Read what these users have to say about the top-rated Professional Services Automation software with Portfolio Performance features.

Market Segment What Users From Each Market Segment Liked What Users From Each Market Segment Disliked
Enterprise (> 1000 emp.)
Certinia PS Cloud: Easy to create reports, friendly layout, allow us to do our automation.
- Wenyan Z., Financial Analyst at iSoftStone,
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Kimble doesn't allow to change resources once it has been assigned and saved, this creates some confusion. Doesn't communicate with Salesforce App seamlessly, human intervention is required sometimes to verify existing data.
- Ruwan S., Enterprise (> 1000 emp.)
Mid-Market (51-1000 emp.)
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): It has a very clean interface and is fairly straightforward and easy to use, It can also integrate with JIRA, which is very important for us. It generates great reports that offer a good high level overview of all our projects and tasks and does a good of visualizing our efforts.
- Bar (Bhargav) R., Consultant at Paysmart Ventures,
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Still working out the kinks. The software doesn’t have the ability to have an out of office reply, or visibility into other projects without being assigned.
- Katie M., Mid-Market (51-1000 emp.)
Small-Business (50 or fewer emp.)
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Insights and the ease of getting accurate time sheets
- Jessica C., Director of Sales and Marketing at ChurchWorks Ltd,
Kantata Professional Services Cloud (formerly Mavenlink + Kimble): Limited capabilities and weak GUI. Missing critical functionality (like project management) with limited ability to integrate with external systems.
- Bruce I., Experienced Client Services Executive, Small-Business (50 or fewer emp.)