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Certinia PS Cloud Reviews & Product Details

Certinia PS Cloud Overview

What is Certinia PS Cloud?

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.

Certinia PS Cloud Details
Product Website
Languages Supported
Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Spanish, Swedish, Chinese (Simplified)
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Product Description

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

How do you position yourself against your competitors?

Certinia delivers the only Services-as-a-Business platform, the system of record for services businesses around the world. Built on the Salesforce platform, Certinia PS Cloud connects all functional groups through the customer journey, from Sales to Delivery, Support to Finance, to Customer Success, coordinating access to the exact same data on Salesforce CRM, delivering a single source of certainty to all users. Maintained by the largest dedicated R&D team in the space, PS Cloud offers three flexible updates a year, increasing ROI for customers on a regular basis.


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®
Phone
1-866-743-2220
Description

Certinia accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, Certinia enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, Certinia is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit https://certinia.com/


Sarah J.
SJ
Overview Provided by:

Recent Certinia PS Cloud Reviews

GL
Graeme L.Mid-Market (51-1000 emp.)
5.0 out of 5
"PSA Building a more efficient business"
PSA is a great tool in project management. It allows you not only to track a project timeline, but monitor costs, spend, budget burn down. Montior ...
Dwayne S.
DS
Dwayne S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great PSA tool on the Salesforce Platform"
Built on the Salesforce Platform so there is no integration and all data is on the same great platform
KM
Kiran M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Best business solution for empowering tomorrow's possibilities."
it is easy to use because it is built on the Salesforce platform. It has some features like managing staff, customers, projects, financials, etc, a...
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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.
Play Certinia PS Cloud Video
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Video Reviews

697 Certinia PS Cloud Reviews

4.3 out of 5
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697 Certinia PS Cloud Reviews
4.3 out of 5
697 Certinia PS Cloud Reviews
4.3 out of 5

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
Cons

Overall Review Sentiment for Certinia PS CloudQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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KM
Software Developer
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Certinia PS Cloud?

it is easy to use because it is built on the Salesforce platform. It has some features like managing staff, customers, projects, financials, etc, and quick customer support.it is very easy to implement and easy to integrate with the other applications as well. The frequency of use PS Cloud is very quick. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

i don't think so, there is any drawback . Review collected by and hosted on G2.com.

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

actually, it is very easy to use so anyone can start learning and working on that, having very little code so most of the things we can achieve through customization only. we basically use PS Cloud for Project mgt, Resource mgt, time mgt, skill mgt, revenue mgt, service CPQ, and many more. Review collected by and hosted on G2.com.

Uday R.
UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

Being able to see a project's status, resource utilization, and financial performance in real time is one of FinancialForce PSA's main advantages. Users can use this to make data-driven decisions and track key performance indicators instantly. Enabling users to anticipate project profitability and detect possible problems before they happen, the enhanced forecasting skills are equally amazing. Its flexibility and scalability also make the software a good choice for businesses of all kinds, and its mobile accessibility and Salesforce connection further enhance its allure. It is easy to use and easy to implement.

Customer support is good. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

In particular, for individuals who are unfamiliar with the Salesforce platform, some customers have complained that the program can be complicated and challenging to use. The loading time of the page is longer. Review collected by and hosted on G2.com.

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

In our company, PSA is a really useful tool for project managers. The fact that we can add more fields or apex to modify it is amazing. Review collected by and hosted on G2.com.

BR
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Certinia PS Cloud?

Because it is built on the Salesforce Platform, it will be a simple and one-stop tool for the sales and services team to collaborate if they use the Salesforce Sales cloud.

It is easy to integrate and easy to implement with other applications, frequency of Use is daily as an administrator.

Every module has been thoughtfully developed with the newest capabilities of Salesforce Lightning in mind, making it simple for users to use. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Sometimes it takes time for a page to load.

I observed that opening any object would take some time. Review collected by and hosted on G2.com.

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

Very little coding is needed because Salesforce Flows can handle the majority of adjustments.

Certinia PS Cloud works brilliantly for us in the areas of project management, resource management, time management, skill management, expense management, revenue management, services CPQ.

It has many out-of-the-box capabilities. If you need any additional features for the company, just post a concept in the community, and it will be added in the next release. Review collected by and hosted on G2.com.

SS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

The best part is that you can easily configure it and receive all the Salesforce capabilities because it is built on the Salesforce platform. With just a few clicks, you can do all the main tasks on this user-friendly simple UI. I adore the interface's ease of use. The tool facilitates smooth time tracking, resource management, and project management. It is scalable.

It is easy to use and easy to implement. Customer support is best.

we frequently use it. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

I've noticed that the loading time of the page is too much, thus there may be certain things that may be done better. Review collected by and hosted on G2.com.

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

The following areas are where our advisory services team is becoming more productive and delivering services faster thanks to the features and flexibility of FinancialForce Professional Services Cloud:

Project resource allocation, Tracking of resource skills, and Revenue recognition for deliverables that are both ratable and non-ratable. Review collected by and hosted on G2.com.

AT
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

Easy to use - especially if you have Salesforce background, the tool is customizable and the customer support team is helpful in showing us where we can best leverage upgrades and new features. There is good visibility to the entire organization to show Project workflow, progress, and financials that isn't limited to just services management. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Datasets in Certinia do not always feed into data vizualization tools one to one causing issues in reporting and requiring additional effort to smooth out data points. End users occasionally will complain about the large number of required fields needed in reporting which leads to breaks in time tracking and analytics due to data hygiene. Review collected by and hosted on G2.com.

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

Huge in solving automation processes and the tool is relatively straightforward requiring minimal training for end users to get started. PS Cloud is constantly being ugpraded and the team is responsive in fixes which helps us with the best utilization of our time and effort when it comes to reporting and analytics. Review collected by and hosted on G2.com.

PG
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

Due to its foundation in the Salesforce platform, it is user-friendly. It has features like quick customer service and the ability to manage workers, customers, projects, finances, etc. It is quite simple to integrate with the other programs and put into practice. PS Cloud is used extremely frequently.

Customer support is good. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

I believe the PS Cloud could benefit even more by the addition of some completely new items. Since I've seen a lot of customisations made to PSA by customers, it may be helpful to you to obtain some fresh ideas if Certenia conducted some study on its clientele to find out what customisations they are making! Review collected by and hosted on G2.com.

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

One excellent aspect that aids in effective resource management is resource management.

Another fantastic tool that keeps us organised and allows us to compare projects from different versions is project management. Review collected by and hosted on G2.com.

avesh l.
AL
Salesforce Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

There are a couple of things that PSA is good at:

1) It is designed on the Salesforce Platform so if anyone is using the Salesforce Sales cloud then it will be an easy and Single tool for collaboration for the Sales and Services team.

2) All modules are well designed by considering the latest Salesforce Lightning features which makes it easy to use from the user's perspective. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Implementation of PS Cloud is not that easy and requires a vendor for the Implementation. Review collected by and hosted on G2.com.

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

We are a Services Organization. So all our day-to-day activities are handled in PSA. Starting from Opportunity until the Project is closed. PSA provides us with all the capabilities such as Resource Management which gives us the flexibility to raise a request well in advance and keep our hiring needs in sync. Time tracking against the project makes it easy to log the time for the resources and to keep track in terms of budget and time. We also use the Expense Management module so that we can expense our costs against the project directly instead of using any other system. Review collected by and hosted on G2.com.

Shauna S.
SS
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Certinia PS Cloud?

The complexity of the solution provided by Certinia PS Cloud makes it malleable to almost all situations a business would want to track. Because it is embedded in Salesforce and designed to work with the Standard Objects, it is easy to enhance with customizations specific to your business. However, out of the box, it is ready for you to start making the day-to-day decisions that are crucial to the success of a professional services company.

Although I was not part of the organization when PSA was implemented, it only took about 90 days from the initial installation of the App to go-live. This included a data transformation and load at go-live as well. After the initial go-live, we integrated it into the legacy finance system. We have since upgraded to a two-way integration. This was key to tying several of our processes back into PSA for tracking and monitoring by our PMO and Ops teams.

As the head of Ops and Staffing, one of my most well-known sayings is, "If it isn't in PSA, the ask (meaning requesting for a resource) isn't real." Having the entirety of our PMO and Sales teams on board with this sentiment ensures that all of our data is captured. This allows us to use PSA as our source of truth for our business. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The biggest downside is the learning curve of the data model. It takes a while to master, but once you have figured it out, it makes pulling the data out of your tool clean and easy. Certinia is always there to answer questions on the Community Portal. This will also help with that learning curve and clarify the variety of features' differences. Review collected by and hosted on G2.com.

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

Resource management/sourcing is the key problem solved. However, by using Certinia PS Cloud, it also allows for the slicing and analyzing of the data for historical and future forecasts. Review collected by and hosted on G2.com.

PB
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

Certinia PS Cloud is a great plataform to support our Dell Professional Services organization portfolio, proving not only the right capabilities required to run our business, but also the insight to improve and gain efficience by automating several tasks and generating forecasting reports Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Could include more Resource Management capabilities like two-way outlook ingreation and a mora granular discrete scheduling capability to manage hourly timeslots. Review collected by and hosted on G2.com.

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

Certinia PS Cloud helps automating several process within the Professional Services business such as project setup based on sales data, including the entire project work-break down structure based on the project templates. It supports project hirerachy which is critical to manage programs with multiple practices as well as long-duration / residency projects. Review collected by and hosted on G2.com.

Nitin B.
NB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Certinia PS Cloud?

PS Cloud covers almost all the requirements a company could have to maintain a good customer relationship. Particularily the new features added to the Time Entry recently are really great. It is very easy to use, even for a new user who is not familar with the PSA Architecture happens to understand it nicely very soon. I have implemented PSA for a few customers and its quite simple to implement. Customer support that Certenia provides is absolutely great. My final comments would be, I recommend using PSA!! Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

I feel some altogether new objects can be added to the PS Cloud to even more better. I have seen quite a few customizations that many a customers do to PSA, so if Certenia could do some research on their customers about what customizations they are doing on PSA, that might help you to get some new ideas! Review collected by and hosted on G2.com.

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

Resource Management is one of the great feature that helps us manage the resources efficiently.

Project Managment is yet another great feature that helps us manage the ongoing projects and maintain various versions of it to compare it from. Review collected by and hosted on G2.com.