Audience

Professional Service Automation (PSA) by Certinia is purpose-built for professional services teams of any size, ranging from small consultancies to large-scale enterprises.

About Certinia PS Cloud

Professional Service Automation (PSA) by Certinia (formerly FinancialForce) is an all-in-one integrated application that helps professional services businesses meet customers expectations and drive revenue growth. This powerful software offers a host of features that include resource management, time and expense management, billing and revenue recognition, project management, sales engagement, and more. By leveraging Professional Service Automation (PSA) by Certinia, you can schedule the right people on the right project, engage customers and partners, and focus on project profitability for better resource management and customer satisfaction.

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Integrations

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Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Certinia
Founded: 2009
United States
certinia.com/professional-services-cloud/

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Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities

Certinia Professional Services Automation (PSA)-Communities Certinia Professional Services Automation (PSA)-CoustomerCommunication Certinia Professional Services Automation (PSA)-Project
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
24/7 Live Support
Online

Certinia PS Cloud Frequently Asked Questions

Q: What kinds of users and organization types does Certinia PS Cloud work with?
Q: What languages does Certinia PS Cloud support in their product?
Q: What kind of support options does Certinia PS Cloud offer?
Q: What other applications or services does Certinia PS Cloud integrate with?
Q: What type of training does Certinia PS Cloud provide?

Certinia PS Cloud Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking
Document Management
Proposal Generation
Quote Management

Certinia PS Cloud Additional Categories

Certinia PS Cloud Verified User Reviews

Write a Review
  • A FinancialForce PSA User
    Lead Operations
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Complete customer centric manager"

    Posted 2020-11-16

    Pros: FinancialForce professional services automation helps us to manage our customers, services financial and projects. Its cloud based application improves our growth and margin rates. It is a great addon if you are currently using the Salesforce and it triplicates the overall effectiveness.

    Cons: It is a great software, no serious cons to report.

    Overall: FinancialForce offers a nifty tools to enhance the Customer satisfaction, as it is very much important for any company, this applications helps a lot in keeping customer happy and satisfied. Automated professional services. For our enterprise FinancialForce is an ultimate leader. Automatic process saves from compliances and mistakes. Provides complete office connectivity from back office to front office. Seamlessly integrates with our CRM and help us in managing analytics, accounting and billing. Easy to track our status of projects. Feature-rich. User friendly software. The best part is FinancialForce is a native to Salesforce software. Cost effective application. Good user interface. Very supportive software for our company.

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