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FinancialForce Professional Services Automation

  • FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to the benefit of services companies. It enables you to manage your people, customers, projects and financials in one integrated services management application.

    Highlights include
    • Align sales, services and finance on one cloud based
      system
    • Early visibility into new projects and demand on resources
    • Knock down the data silos, single view of a customer
    • Actionable insight into data that makes a difference

  • Sales and services teams work in the same system, using the same information in a collaborative working environment when using FinancialForce Professional Services Automation (PSA).  Processes flow naturally from sales to services, yet both teams have complete visibility to the whole project life cycle.

    Highlights include
    • 360° view of customers, projects and receivables
    • Use project templates to standardize roles and milestones
    • Make resource requests and soft booking of resources

  • Be proactive - start projects the right way with FinancialForce Professional Services Automation. Services managers can instantly see the sales pipeline for their region or practice and anticipate the next step, scheduling kick off meetings and starting the staffing process. Convert sales opportunities into projects with a click of a button.

    Highlights include
    • Involve the services team in the sales cycle at the right time
    • Easily convert an opportunity to a project
    • Services and sales share the same content include SOW’s

  • Put the right people on the right projects every time with FinancialForce PSA. Manage all resources, including internal, external, billable, non-billable, and sales resources in a single system. Track skills, certifications and skill rankings that you define yourself.

    Highlights
    • Visibility of team resource scheduling and assignments
    • Intuitive views into availability and capacity
    • Skills & certifications matrix

  • FinancialForce Professional Services Automation gives you complete visibility and management information about your regional and practice based portfolios. It gives you insight, in a single screen, into top down planning numbers, including internal and sub contractor costs, to ensure you stay on track.

    Highlights
    • Utilization and backlog tracking
    • Fixed price and T&M in a single project
    • Project accounting and hierarchies

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Professional services solution overview

  • The advent of cloud computing, and more specifically Force.com and Salesforce CRM, have created the impetus and technology platform to finally meet the automation needs of services organizations.

    FinancialForce Professional Services Automation (PSA) is a cloud based solution that leverages the power of Salesforce CRM and Force.com to the benefit of services companies. It enables you to manage your people, customers, projects and financials in one integrated services management application.  You get the benefits of native integration with Salesforce CRM and the scalability and flexibility of the world's leading enterprise cloud platform. And just as the thousands of services companies have found by using Salesforce CRM, FinancialForce PSA focuses your IT spending on applications, not technology management.

  • FinancialForce.com begins with the customer in mind, by using Salesforce CRM as the basis and starting point for services sales and project delivery. It is a customer centric approach that starts with opportunities and seamlessly progresses through the hand-off to services, through project delivery, billing and cash collections. It is a closed loop system that knocks down the walls between sales and services in ways that never were possible before. This is because FinancialForce Professional Services Automation is literally embedded in Salesforce CRM, enabling sales teams to get real time visibility into project's status, resource availability and project history that can serve as templates for new opportunities. At the same time, consulting managers have forward visibility into the pipeline so the right resources can be assembled at the right time and expectations can be met. And management benefits from a complete view of the business from beginning to end and top to bottom.

  • Force.com delivers an array of accessible technologies that uniquely help services companies. For instance, the platform enables FinancialForce.com to leverage a variety of mobile devices, customer portals, workflow engines, and analytic tools that support a “people” oriented business 24x7. This includes Chatter, the social medial application that brings Facebook-like collaboration functionality to project delivery.  It allows sales and project team members to create project chatter groups and discussion streams that can be more integral to a project’s success than the usual collection of timecard entries and project management activities. In summary, Salesforce cloud technology is ideal for services based business models.

Contact Details
FinancialForce.com
595 Market St. Suite 2700
San Francisco, CA 94105
USA
Telephone:
Americas: 1-866-743-2220
UK: 0808 2389791
Int'l: +44 1423 532832
Email:
info

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