PRECURSIVE vs CERTINIA: PRODUCT COMPARISON
Be certain Precursive PSA will take services delivery to the next level.
Seeking an easy-to-use, Professional Services Automation tool but not sure which best supports your business needs? Look no further. See why the best services delivery teams choose Precursive.
Precursive awarded 'Highest UA'
6 years in a row
Scaling their services delivery with Precursive.
Industry: Software / SaaS Size: 1001-2000 Services Line: Professional Services
Industry: Software / SaaS Size:1001-2000 Services Line: Implementation Services
Industry: Software / SaaS Size: 501-1000 Services Line: Professional Services
How does Precursive compare?
While both offer PSA capabilities, Precursive stands out in areas that matter most to Professional Services leaders.
* Gathered from publicly available information through a variety of tech comparison sites and user reports
Certinia is a tool that works best when deeply embedded in back-office financial operations.
Precursive, by contrast, is:
🪶 Lightweight, flexible, and faster to implement
🤝 Designed for real-time collaboration across Sales, Services, and Customer Success
📈 Ideal for high-growth SaaS, consulting, and onboarding teams
Reasons why companies choose Precursive.
Resource Management
With Precursive, customers get a PSA that enables faster resourcing for their packaging services.
Certinia’s lack of resource management automation means that effort is not properly planned but peanut butter spread leading to forecasting issues.
User
Adoption
Precursive customers sell a mix of services and want a tool that works for all their offerings.
Fast and flexible project and task management capabilities are important for teams who managed high volumes of work at speed.
Certinia customers in mid-market do not get a dedicated CSM unless they purchase a paid success plan.
Certinia’s complexity means a higher total cost of ownership resulting in you spending more on professional services to maintain the system.
Difference in experience by industry.
CERTINIA EXPERIENCE
Some users mention reporting suffers from limitations, particularly for custom reports and dashboards, including a single focus on onboarding and not overall PSA needs.
Users also frequently needed to collate information manually outside the platform. For larger programs of work, it can be difficult to see bookings, revenue, and forecasting in a single view, which makes it harder to manage service delivery effectively.
PRECURSIVE EXPERIENCE
As Precursive is Salesforce native, managing booking, revenue and billings all in once place. On top of this, customers can show the impact of Services teams on ARR and Gross retention.
Services leaders can view not only data but the impact of Services on the business. Precursive supports all services lines; Implementation, Consulting and Managed Services
Explore our Services Lines >
Your services team see the impact immediately.
See the impact,
stay in control.
Log time directly from Salesforce Cases against Managed Services budgets, ensuring accurate tracking without flipping between multiple tools.
Why It Matters: Reduce admin work, ensure every service hour is accounted for, and give customers real-time visibility into how much service they’ve consumed on a per-case basis.
From pipeline
to profitability.
Track everything that matters, all in one place. Use Salesforce analytics to create dashboards that bring together bookings, revenue, billing, and utilization across teams and portfolios.
Why It Matters: Gain a comprehensive view of financial and operational performance to make informed decisions and drive growth.
CUSTOMER STORIES
What people say.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.
Lisa James.
VP of Professional Services
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