Certinia

Certinia Professional Services Cloud

7.9 /10

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

Latest Award, 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.

87 Likeliness to Recommend

1
Since last award

97 Plan to Renew

3
Since last award

75 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+80 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

7% Neutral

90% Positive

Pros

Respectful
Reliable
Security Protects
Performance Enhancing

Cons

Under Delivered

Feature Ratings

Average 79

Reporting

Security

Time Management

Auditability

Business Process Analysis (BPA)

Resource Management

Project Management

Expense Detail Tracking

Process Automation

Task Management and Workflow

Team Collaboration

Vendor Capability Ratings

Average 76

Ease of IT Administration

Business Value Created

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Availability and Quality of Training

Quality of Features

Ease of Data Integration

Vendor Support

Ease of Customization

Ease of Implementation

Certinia Professional Services Cloud Reviews

Megha M.

Role: Information Technology
Industry: Insurance
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Nov 2023

Efficient but bit difficult to manage.

Likeliness to Recommend

8 /10

What differentiates Certinia Professional Services Cloud from other similar products?

Seamless integration with Salesforce.

What is your favorite aspect of this product?

Ease of Project management,

What do you dislike most about this product?

Its bit difficult to manage from sys admin prospective. There are not many resources available to provide guidance.

What recommendations would you give to someone considering this product?

I totally recommend this product for anyone who is looking to manage their projects and someone who also wants to improve accounting for their organization.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Dwayne S.

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

Validated Review

Verified Reviewer

Submitted Apr 2023

Fantastic PSA tool on the Salesforce Platform

Likeliness to Recommend

9 /10

What differentiates Certinia Professional Services Cloud from other similar products?

A very flexible tool built on the Salesforce Platform that is highly customisable to fit most business needs.

What is your favorite aspect of this product?

The control and visibility that the tool provides.

What do you dislike most about this product?

Some UI pages could be built better

What recommendations would you give to someone considering this product?

Find a partner that understands your business and you feel you can work with long term. Take the time to do the training that FinancialForce offers.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Cons

Less Efficient Service
Less Generous

James B.

Role: Industry Specific Role
Industry: Media
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Feb 2023

Great product, with hugely powerful access to data

Likeliness to Recommend

8 /10

What differentiates Certinia Professional Services Cloud from other similar products?

The ability to drill down into lots of different data sets. Also the ability track our sales data from opportunity right through to delivery and billing.

What is your favorite aspect of this product?

The growth and flexibility

What do you dislike most about this product?

The user experience

What recommendations would you give to someone considering this product?

Consider the importance of data value and visibility as the tool is highly powerful for that purpose.

Pros

Trustworthy
Reliable
Enables Productivity
Effective Service

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Certinia Professional Services Cloud

What is Certinia Professional Services Cloud?

Company Details

Need Assistance?

Awards & Recognition

Certinia Professional Services Cloud Ratings

87 Likeliness to Recommend

1 Since last award

97 Plan to Renew

3 Since last award

75 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+80 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.

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

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

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

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

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

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

Task Management and Workflow Supports triggers and events for process automation.

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.

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

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

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.

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.

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.

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.

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.

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 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.

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.

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.

Certinia Professional Services Cloud Reviews

Megha M.

Efficient but bit difficult to manage.

Likeliness to Recommend

Pros

Dwayne S.

Fantastic PSA tool on the Salesforce Platform

Likeliness to Recommend

Pros

Cons

James B.

Great product, with hugely powerful access to data

Likeliness to Recommend

Pros

Most Popular Certinia Professional Services Cloud Comparisons

Kantata

BigTime

Wrike

Avaza

ConnectWise PSA

Accelo

1
Since last award

3
Since last award

Feature Ratings

Reporting

Security

Time Management

Auditability

Business Process Analysis (BPA)

Resource Management

Project Management

Expense Detail Tracking

Process Automation

Task Management and Workflow

Team Collaboration

Vendor Capability Ratings

Ease of IT Administration

Business Value Created

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Availability and Quality of Training

Quality of Features

Ease of Data Integration

Vendor Support

Ease of Customization

Ease of Implementation