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Certinia

Certinia Professional Services Cloud

Composite Score

7.5 /10

CX Score

7.6 /10

41 Reviews Write a Review

What is Certinia Professional Services Cloud?

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

Company Details

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Awards & Recognition

Certinia Professional Services Cloud won the following awards in the Professional Services Automation category

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0 Top Rated Capabilities

1 Top Rated Features

2023

0 Top Rated Capabilities

4 Top Rated Features

2022

Certinia Professional Services Cloud Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Certinia Professional Services Cloud.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

86 Likeliness to Recommend

92 Plan to Renew

74 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+77 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Certinia Professional Services Cloud?

3% Negative

6% Neutral

91% Positive

Pros

Reliable
Respectful
Security Protects
Performance Enhancing

Cons

Under Delivered

Feature Ratings

Average 78

Reporting

Time Management

Auditability

Security

Resource Management

Project Management

Business Process Analysis (BPA)

Expense Detail Tracking

Process Automation

Team Collaboration

Billing

Vendor Capability Ratings

Average 75

Business Value Created

Quality of Features

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

Ease of Data Integration

Vendor Support

Breadth of Features

Ease of IT Administration

Ease of Implementation

Usability and Intuitiveness

Certinia Professional Services Cloud Reviews

Suria A.

Role: Operations
Industry: Finance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Nov 2022

Constantly improving!

Likeliness to Recommend

10 /10

What differentiates Certinia Professional Services Cloud from other similar products?

Highly customizable and adaptable to organization usage. Makes software relevant

What is your favorite aspect of this product?

Able to view data from as different personas in the organization, depending on role

What do you dislike most about this product?

Having to deal with all the permissions

What recommendations would you give to someone considering this product?

Think through what is required and for your organization to start of with - Financialforce has a variety of features that it is easy to get overwhelmed at first

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Manoj G.

Role: Operations
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Oct 2022

Fantastic product for CSM. But complex.

Likeliness to Recommend

8 /10

What differentiates Certinia Professional Services Cloud from other similar products?

That it builds on the platform provided by salesforce & takes it further.

What is your favorite aspect of this product?

Ease carrying out tasks if you know what you are doing.

What do you dislike most about this product?

Complexities of the product.

What recommendations would you give to someone considering this product?

Be prepared to learn something new everyday.

Pros

Caring
Respectful
Acts with Integrity
Security Protects

Cons

Vendor Friendly Policies
Vendor's Interest First
Under Delivered

Nick R.

Role: Consultant
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Oct 2022

Excellent product with great features

Likeliness to Recommend

10 /10

What differentiates Certinia Professional Services Cloud from other similar products?

Company is always looking at new was of representing data and reporting. Based on the force.com platform means you can leverage standard salesforce features across the product.

What is your favorite aspect of this product?

Forecasting, ease of project management. Holistic view of the organization.

What do you dislike most about this product?

Support could be improved. Process on requesting product enhancements could be improved.

What recommendations would you give to someone considering this product?

Start small and grow, the PSA platform covers many areas and implementing all of these into the organization will take time.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

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How We Deliver

Certinia Professional Services Cloud

What is Certinia Professional Services Cloud?

Company Details

Need Assistance?

Awards & Recognition

Certinia Professional Services Cloud Ratings

86 Likeliness to Recommend

92 Plan to Renew

74 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+77 Net Emotional Footprint

How much do users love Certinia Professional Services Cloud?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Reporting Straightforward data storage with ability to create any reports easily.

Time Management Includes time tracking or recording, automatic timer, and timesheets.

Auditability All changes to contracts are fully audit-trailed to improve controls

Security Permits customers to use their identity provider of choice to manage their sign on

Resource Management Define and manage skillsets and align to specific blueprints/workshops, easily adjust and delete bookings based on resource utilization and staffing needs

Project Management Plan all resources needed to execute projects

Business Process Analysis (BPA) Contains a template library with version control to understand and improve process efficiency.

Expense Detail Tracking Expense information related to the expense, including reason, attendees, project and/or client information, and whether an expense is re-billable to a client.

Process Automation Supports process design with a point-and-click interface that lets user build processes

Team Collaboration Allows multiple users to comment on, mark-up, annotate, or edit a document. Provides team sites, workspaces or other landing areas that enhance productivity.

Billing Includes invoice management, time capture, and expense tracking.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Certinia Professional Services Cloud Reviews

Suria A.

Constantly improving!

Likeliness to Recommend

Pros

Manoj G.

Fantastic product for CSM. But complex.

Likeliness to Recommend

Pros

Cons

Nick R.

Excellent product with great features

Likeliness to Recommend

Pros

Most Popular Certinia Professional Services Cloud Comparisons

SAP Professional Services Software

Kantata

BigTime

Wrike

Avaza

ConnectWise PSA

Title

Feature Ratings

Reporting

Time Management

Auditability

Security

Resource Management

Project Management

Business Process Analysis (BPA)

Expense Detail Tracking

Process Automation

Team Collaboration

Billing

Vendor Capability Ratings

Business Value Created

Quality of Features

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

Ease of Data Integration

Vendor Support

Breadth of Features

Ease of IT Administration

Ease of Implementation

Usability and Intuitiveness