Certinia PS Cloud Reviews & Product Details - Page 4

FinancialForce is very easy to understand and train new users on, allowing for quick adoption and return on investment. Lots of options to automate manual tasks and improve overall efficiency. Roadmap has consistently helped further return on our investment over our relationship. Review collected by and hosted on G2.com.

There really isnt a lot not to like about FinancialForce's PSA. If you are running on paper or using a system for time keeping or project management, moving to a solution like FinancialForce will provide further benefit and efficiency without a doubt. Review collected by and hosted on G2.com.

I like that it sits on top of Salesforce which made learning the tool easier than the previous system. It also integrates well when it comes to reports, opportunites, accounts, etc. Review collected by and hosted on G2.com.

There is a lot of clicking within a project. If you need to go in the gantt and edit a few things you have to click back out and go to the different pages. It's not a big deal but takes time when you are trying to move fast. Review collected by and hosted on G2.com.

The easiest way to work and customer support Review collected by and hosted on G2.com.

We are getting some issues with lower sandboxes when we do refresh Review collected by and hosted on G2.com.

I like the Planner and Gantt views, which provide consumers with an in-depth picture, as well as the use of lightning components.

Feature preview webinars help you get to know the latest release features. Review collected by and hosted on G2.com.

Delay in response from the Product Support team.

Sometimes there is a lack of information on certain topics. Review collected by and hosted on G2.com.

The PSA and OPI/SCM modules have transformed how we operate, saving us hours a day in procurement and project management. Review collected by and hosted on G2.com.

The PSA tooling can be slow. We needed to trim down some of the features in order to reduce page load times. Review collected by and hosted on G2.com.

The biggest pro is that it's on the salesforce platform, where there is a wealth of training material and resources to customize and automate for our needs, so fairly easy to use. There is quite a lengthy implementation process to onboard, 3-6 months using a partner. It's a tool that our team will rely on for KPIs and metrics, requiring frequent data enty in the form of timecard entry, project updates, and resource schedule allocation. I feel like Certinia is very customer centric and listens to ideas when designing their product roadmap to include features that were requested. Since it's on the force.com platform, it's as easy to integrate with other apps as it is with salesforce. Review collected by and hosted on G2.com.

Customer support is hit and miss. If lucky to be assigned a US based resource to the case, more likely than not, they will be excellent--know the product well, can troubleshoot and think comprehensively to solve the problem. However, I've had frustrating experiences with offshore resources in that they do not understand the issue, have little product knowlege, and have lengthy response turnarounds. Review collected by and hosted on G2.com.

Most of the key requirements of PS comes OOTB and can be achieved using drag and drop tools .Key functionalities like Project and Resource management, Time/Expense entry are pretty user-friendly and easy to use. I especially like the ability to automate Billing and Invoice generation based on project milestones, time and expense entries. In addition to this, it seamlessly integrates with Salesforce CRM, which allows for a unified view of customer data, sales opportunities and project information. Review collected by and hosted on G2.com.

The quality of customer support is not very good and needs improvement.There are challenges in getting timely and effective support for technical issues.In addition to that, the quality of documentation/learning materials is not that good. Review collected by and hosted on G2.com.

I appreciate that Certinia's data architecture is intuitive and objects have clear relationships to each other. As a data analyst supporting the team that uses Certinia that is helpful in my reporting. Review collected by and hosted on G2.com.

It can be frustrating to quickly find answers to issues online. Because we have many custom objects the Certinia updates are a complicated process. Review collected by and hosted on G2.com.

Certinia PS Cloud is a great Project management solution integrated with the Salesforce platform. it has many features and workflows which makes the management task very simple and efficient. they gives best views to Reports and Dashboard which provides Comprehensive and real time data and information which helps users to identify the real trend and manager can get the real time information about available resource with the right requirements.many function and process helps sales team as well to figure out the important bottle neck and insights. Review collected by and hosted on G2.com.

Certinia PS cloud is big chunk of platform, it has lot of features and modules integrated in it, in order to configure it properly it requires lot of efforts and time but once it gets configured it deliver great output. in order to modify or adjust something people requires corresponding skills, i would say they should add or minimize the configuration process by giving some guided setup kind of thing, with that, this could be a game changer platform on the cloud. Review collected by and hosted on G2.com.

The connectivity of managing projects, opportunities, accounts, contacts, etc. and the easy flow from start to finish of a project lifecycle. Review collected by and hosted on G2.com.

The lack of a free / trial version. Would be great to give potential customers the option of trying the system out before deciding if they would like to purchase a subscription. Review collected by and hosted on G2.com.