Certinia PS Cloud Description

Professional Service Automation (PSA), by Certinia, (formerly FinancialForce), is an integrated application that helps professional service businesses meet customer expectations and drive revenue growth. This powerful software includes a number of features, including resource management, billing, revenue recognition, project and sales engagement, and much more. By leveraging Professional Service Automation by Certinia you can schedule the correct people on the project, engage with customers and partners and focus on profitability for better resource and customer management.

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Certinia
Year Founded:
2009
Headquarters:
United States
Website:
certinia.com/professional-services-cloud/

Media

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
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
24/7 Live Support
Online

Certinia PS Cloud Features and Options

Professional Services Automation Software

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

Certinia PS Cloud Lists

Certinia PS Cloud User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Lead Operations
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Complete customer centric manager

    Date: Nov 16 2020

    Summary: 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.

    Positive: 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.

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

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