Professional Services Cloud

About Professional Services Cloud
Manage your resources, projects and financials in the same application as your customer interactions with Certinia PS Cloud
Gain unprecedented visibility into your business across sales, service and finance with Certinia PS Cloud. Keep projects on time, customers happy, and reports up to date all on the cloud platform from Salesforce.
Key benefits of Professional Services Cloud
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 billing and revenue management. 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.
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Reviews
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- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Certinia's Professional Services Cloud automates and streamlines engagement delivery
Reviewed on 2024/01/22
Having worked with Certinia PSA for over 5 years, I find it to be an excellent tool for managing...
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.
- Industry: Hospital & Health Care
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great overall platform for gaining visibility to everything PS in a business
Reviewed on 2024/01/02
Overall we are really happy with our use of PS Cloud and leverage it every day as part of our...
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.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
It integrated well with SF but that's about it.
Reviewed on 2021/07/07
I would not recommend- it's find and does the job if you need limited functionality but for the...
I would not recommend- it's find and does the job if you need limited functionality but for the price tag it wouldn't be worth it- we paid for a long term contract and invested a lot so we were forced to try and make it work and it was a huge pain.
Pros
Obviously, it integrates very well with Salesforce so you can have you SF admin do a lot of the implementation rather than having a dedicated person.
Cons
It is not user friendly, it lacks a lot of customization, things seem to always be more difficult when using this system than it should be.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Certinia PSA Review, cant run our business without it.
Reviewed on 2024/01/04
Our migration from our legacy PSA tool to Certinia has been a great business decision. We would not...
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.
Alternatives Considered
NetSuite OpenAirReasons for Choosing 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.Switched From
HarvestReasons for Switching to Professional Services Cloud
Certinia is built on the SFDC platform. Doing business with Certinia was easier than doing business with Oracle.- Industry: Information Technology & Services
- Company size: 5,001–10,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Cisco Professional Services on PSA
Reviewed on 2024/01/30
We have a strong long-standing relationship with the Certinia Support team and with our Technical...
We have a strong long-standing relationship with the Certinia Support team and with our Technical Account Manager.
Pros
PSA is a critical backbone to conducting our business.
Cons
No issues or concerns to raise here....
Professional Services Cloud FAQs
Below are some frequently asked questions for Professional Services Cloud.Q. What type of pricing plans does Professional Services Cloud offer?
Professional Services Cloud offers the following pricing plans:
- Starting from: US$150.35/month
- Pricing model: Subscription
- Free Trial: Not Available
Contact FinancialForce for pricing information.
Q. Who are the typical users of Professional Services Cloud?
Professional Services Cloud has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Professional Services Cloud support?
Professional Services Cloud supports the following languages:
English
Q. Does Professional Services Cloud support mobile devices?
Professional Services Cloud supports the following devices:
Q. What other apps does Professional Services Cloud integrate with?
Professional Services Cloud integrates with the following applications:
Ascent ERP, Avalara, AvidXchange, Broadbean, CRM Analytics, Coupa, Docusign, ERP Cloud, Expensify, Intelligent Data Management Cloud, Jitterbit, Lending Core, Planful, Rootstock Manufacturing ERP, Salesforce Marketing Cloud, Salesforce Platform, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Work.com, ServiceMax, SnapLogic, Vena, Xactly Incent
Q. What level of support does Professional Services Cloud offer?
Professional Services Cloud offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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