Chat to sales

FinancialForce Communities

Get closer to your customers

Screenshot - My Account in a Customer Portal

My Account in a Customer Portal leverages the power of Salesforce Communities to deliver a convenient and social way for customers to interact with your front and back office personnel. Insert 'FinancialForce My Account' into your community so customers can view payment history, credits and outstanding invoices online. Service organizations can include access to project status, milestones and other project related information. Get closer to your customers by building a central place for your sales, service and finance teams to interact with customers 24x7.

  • Allow customers to self serve with My Account
  • Download invoices and see project status information anytime and from anywhere
  • Combine with Ideas, Answers, Chatter and Case handling functions

Create a partner community

Screenshot - PSA timecards in a partner portal

PSA timecards in a partner portal

If partners and subcontractors are critical to your business model, then a partner community is an ideal way to improve collaboration and efficiency. Subcontractors or partners can submit expenses, log time on projects and update project tasks in FinancialForce PSA. You can provide secure views of information without jeopardizing confidential information. Eliminate friction between you and partners with an online community.

  • Provide secure access to projects, tasks and milestones
  • Eliminate paper and rekeying by having subcontractors submit electronically
  • Customize views based the partner’s relationship with your organization