What are Some of the Best PSA Software in Salesforce?
Professional Services Automation (PSA) is an indispensable tool for any organization that provides such services, and it can take care of a wide range of tasks such as resource planning, time & expense tracking, billing and reporting.
Are you looking for the best PSA software in Salesforce to ensure your business runs like a well-oiled machine? Look no further than this comprehensive guide to the top applications on the market.
By the end of this article, you’ll be armed with all the knowledge you need to find the ideal PSA solution for your company.
Comparison Criteria for the Best PSA Software in Salesforce
Finding the ideal PSA software for your business is essential to success. To make it easier, we’ve combed through G2’s criteria of comparison:
- Requirements
- Ease of Use
- Ease of Setup
- Ease of Admin
- Quality of Support
- Product Direction
- Features/Pricing
- Has the PSA product been a good partner in doing business
Additionally, when considering the business partnership of the PSA product, the vendor’s overall reliability, trustworthiness, and customer service track record should be taken into account. The product roadmap and future plans of the vendor must be aligned with your business needs and goals. It is also important to evaluate the pricing structure and value for money of each PSA software option, as well as the range and quality of features offered.
Make sure to compare key functionalities offered by each PSA software option, such as resource management, project management, time tracking and invoicing. Moreover, factors like user interface design and overall user experience are necessary to consider when making your decision. Finally, it is essential to analyze the experience and expertise of the development team behind each PSA software option, as well as the level of trust and reputation held by the vendor.
We will use these comparison criteria to provide a comprehensive breakdown of the top PSA software options available in Salesforce, allowing you to make an educated decision about which one is the perfect choice for your business. With our analysis, you can be sure that you are making the optimal choice and investing in the right PSA software for your needs.
The Best PSA Software in Salesforce
The Salesforce marketplace has plenty of options when it comes to PSA software, so it can be difficult to determine which one is the ideal choice for your business. But don’t worry; we’re here to help you navigate through the vast selection and find the perfect fit. We’ve narrowed down the top PSA software options based on a set of criteria, so let’s take a look!
PSA Software in Salesforce #1: Klient
Klient is a powerful cloud-based Professional Services Automation (PSA) solution that allows businesses to manage their projects, resources, and finances in one centralized platform. Developed natively on the Salesforce platform, it’s effortless to integrate with other Salesforce applications. The reviews for Klient have been overwhelmingly positive from users of popular software review websites such as G2 Crowd, Capterra, and TrustRadius. The user-friendly interface, flexibility, and customization options of the software have earned it rave reviews from its users.
Salesforce Technical Information
Built natively on the Salesforce platform, Klient has been designed to work seamlessly with other Salesforce products and is highly customizable, so businesses can easily tailor it to their unique needs.
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Language |
First Release Date | Last Release Date | |
| Klient PSA is primarily available in English, but also supports other languages supported by Salesforce, making it ideal for businesses that operate in multiple countries. | Klient was released in 2015, so it’s relatively new in the PSA software market. | Klient has been regularly updated since its launch, with the most recent version released in early 2023. | |
Package Information
Klient is a customizable software with a moderate complexity level. This means users may need some training if they are not familiar with PSA software.
Klient performs well in terms of user satisfaction, ease of use, and customer support when compared to other similar software on the market.
It is mostly used in North America, but is available to businesses worldwide.
PSA Software in Salesforce #2: Mission Control
Mission Control is a professional services automation (PSA) software built on the Salesforce platform. It helps service-based businesses manage resources, projects, finances and customer relationships in one system. Features include project management, resource management, time tracking, invoicing and reporting. The user interface is customizable and intuitive.
Reviews of Mission Control are positive, with users praising its flexibility, scalability, and ease of use. They also appreciate the support team’s responsiveness to help with any issues that arise.
Salesforce Technical Information
Mission Control is another native Salesforce application that leverages the platform’s capabilities for a seamless experience. It is built on the Lightning framework which provides a modern and responsive user interface that can be customized to fit each business’s needs.
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Language |
First Release Date | Last Release Date | |
| Mission Control is designed to bridge any language barrier, providing multilingual support in English. | Launched in 2016, Mission Control has been a trusted companion for project teams throughout the years. | The most recent release of Mission Control was in December 2021, and it only keeps getting better with time! | |
Package Information
Whether you’re looking for basic project management or comprehensive resource management and invoicing features, Mission Control has you covered with its wide range of packages. With its moderate complexity, this software provides an enjoyable user experience without compromising on performance.
Mission Control has earned a stellar reputation in the world of Professional Services Automation (PSA) software, especially for its intuitive user interface and seamless integration with Salesforce applications.
Companies across North America, Europe, and Australia have adopted Mission Control for a hassle-free experience – however, some customers may miss out on the advanced customization that other PSA solutions offer.
PSA Software in Salesforce #3: Replicon
Replicon PSA is a cloud-based software that helps businesses streamline their operations, manage resources efficiently, and increase profitability. It provides project management tools, resource management capabilities, time and expense tracking features, invoicing options and reporting functions. With Replicon PSA, businesses can easily manage projects and resources, track expenses and revenues and generate accurate invoices for their clients.
Reviews for Replicon PSA have been positive for its user-friendly interface, customizable dashboards and robust reporting capabilities. Users also find its task management, time tracking and project cost tracking features helpful. However some users have reported the software can be slow at times and customer support could be more responsive.
Salesforce Technical Information
Replicon PSA is available as a Salesforce app that can be installed from the AppExchange. It is built on the Salesforce platform and integrates with other
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Language |
First Release Date | Last Release Date | |
| No matter where you are in the world, Replicon PSA is equipped to join you on your journey with its wide range of language support. From English, French, German, Spanish, Italian, Portuguese, Japanese and Chinese – Replicon PSA has got you covered! | Replicon PSA has been an integral part of workflows since 1996 – a milestone that marked the beginning of highly efficient project management. | Keeping up with the times, the latest version of Replicon PSA was released in January 2022 – proudly ushering in a new era of productivity and success. | |
Package Information
Replicon PSA is a comprehensive cloud-based PSA software that offers advanced features for project management, resource management, time and expense tracking, and invoicing. It is easy to deploy and configure with customizable dashboards and reports.
Compared to other PSA software, Replicon PSA has a competitive pricing model with flexible plans suitable for businesses of all sizes. It offers a wide range of features and integrations, making it a comprehensive solution for professional services firms. However, some users have noted the software may be complex to set up and use, and customer support responsiveness could be improved.
Replicon PSA is used by businesses in North America and around the world. It has offices in the United States, Canada, India, Australia, and the United Kingdom, and supports multiple currencies and tax systems.
PSA Software in Salesforce #4: FinancialForce
FinancialForce is a cloud-based software to manage projects, resources & financials from one platform. Built on Salesforce, it integrates with other Salesforce products & provides real-time visibility of project progress, resource utilization & financial metrics to optimize operations.
FinancialForce has earned praise for its comprehensive features, ease of use, and integration with Salesforce and other systems. Resource management and project planning capabilities are also highly rated, enabling teams to collaborate effectively and manage workloads efficiently. Though complex to set up, the software provides a powerful solution for project and resource management.
Salesforce Technical Information
FinancialForce is built on the Salesforce platform, with full integration with Salesforce Sales and Service Cloud. It uses Salesforce security and compliance features such as user authentication, data encryption, and access controls, as well as supporting Salesforce Lightning for a modern user experience.
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Language |
First Release Date | Last Release Date | |
| FinancialForce supports multiple languages, including English, French, German, Spanish, Italian, Dutch, and Portuguese, suitable for companies operating globally. | FinancialForce was released in 2010 continued to receive constant updates, including improved project templates and resource management. | FinancialForce’s latest update came out in February 2022 with improved project templates and resource management. | |
Package Information
FinancialForce is a customizable, feature-rich PSA software with Essentials, Professional, and Enterprise editions that vary in features and pricing. The Enterprise edition includes advanced features such as revenue forecasting, project profitability analysis, and resource forecasting.
It stands out for its comprehensive features and Salesforce integration, and is highly rated for resource management and project planning. However, setup and configuration can be complex and require extra training/support, plus it’s typically more expensive than other PSA software, making it less accessible to smaller businesses.
This app is popular globally, particularly in North America where businesses use Salesforce as their main CRM and project management platform.
PSA Software in Salesforce #5:Kantata
Kantata is a PSA software native to Salesforce that facilitates project management, resource management, time tracking, invoicing and reporting. It enables real-time tracking of projects and resources, end-to-end visibility of projects and informed decisions on project status and resource allocation.
Kantata has been well-received by its users. They comment on how easy it is to use, and how well it integrates with Salesforce. Its customization and configuration capabilities allow users to tailor the software to their specific business needs. People also praise Kantata’s customer support, saying how quickly and effectively the team responds to inquiries.
Salesforce Technical Information
Kantata as well is a native Salesforce app. It is built using Apex and Visualforce, which are the development languages used within the Salesforce platform.
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Language |
First Release Date | Last Release Date | Package Information |
|
Kantata is available in English. |
2016 | December 2021 | Kantata’s package information on the Salesforce AppExchange lists it as having a complexity level of moderate. |
Kantata is rated highly by users and offers great customer support compared to other PSA software on the Salesforce AppExchange. It has features that are similar to competitors, but its customizable and configurable options make it ideal for businesses with special requirements.
Kantata is available all over the world, but its headquarters are based in North America.
Conclusion – Get the Best PSA Software in Salesforce for Your Business
Navigating the world of PSA software solutions is an essential task for any SME operating in North America. To make this process easier, we’ve identified and reviewed the top five options available in Salesforce.
Among them is Klient PSA, a powerful choice that can revolutionize your business. Its intuitive user interface and seamless Salesforce integration make it easy to manage projects and resources quickly and effectively. Plus, its comprehensive feature set ensures you can use every tool available to take your business to the next level.
Schedule a Klient demo for an overview of the Klient platform and its amazing features.
