Professional Services Automation (PSA) Software for Salesforce from FinancialForce.com

PSA Winter '13

Raising the bar on mobility
& consulting productivity
- Read the press release
Want to keep your services
team off the bench?

Watch how Lambert Smith Hampton
increased utilization.
- Watch the webinar & find out how
- Get the SPI Research Report
Do you have what it takes
to finish among the best?

Our PSA Customers are in the "winner's circle"
- Download the report

The #1 PSA Application on the #1 Cloud Platform

FinancialForce Professional Services Automation - components

FinancialForce Professional Services Automation (PSA) is the number one PSA application on Salesforce Platform, the number one cloud application platform. Some of the best service companies in the industry are leveraging the FinancialForce PSA solution to help them achieve dramatic results quickly and gain competitive advantage definitively.

The results speak for themselves.

Utilization rates as high as 86%, 25% higher than the average service company.
$85,000 more revenue per billable employee than the industry average.
17% more projects delivered on-time.

Why integrate when you can go native

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

More information

Increase Utilization by Working Smarter

The concept for success in the services business is simple: the more resources you bill, the more money you make. The reality is not so simple. How do you know your utilization? How can you maximize utilization when your sales team oversells and your services team can’t keep up with commitments? Or worse, your service team is stuck doing unbillable work to meet those commitments. How can you ever stay ahead of the curve, when you have a pipeline of impending projects that you can’t plan for, or “just in case” staff sitting on the bench?

FinancialForce PSA can help.

Provides insight into the pipeline and backlog for superior resource management.
Tracks utilization in real time.
Delivers predictive reporting and dashboards to identify trends before the hours are lost.
Tracks different utilization targets as you add new resources.

Sell What You Can Deliver, Deliver What You Sell

When Services and Sales do not communicate bad things happen. All too often sales makes commitments that the services teams are not equipped to deliver. Service professionals end up as jugglers’ and firemen instead of focusing on delivering. And even worse, disjointed communication from sales and services confuses the customer and often results in dissatisfaction.

FinancialForce PSA delivers the solution.

Gives Salespeople views into services to better communicate and sell.
Gives Services teams pipeline and backlog views in real-time and predictive.
Allows sales and services to breaks down barriers and improve collaboration

Social Project Management: The future of project delivery

How much value do you deliver to your customers by managing project tasks, spreadsheets, and Gantt charts? The reality is “not that much”. These activities only provide value indirectly. It’s the tasks and people producing high quality results on time and on budget, that delivers true value. And FinancialForce PSA is working to make that easier with social project management.

FinancialForce PSA gets you social.

Put the project at the center of the team, no matter where they are located.
Empower team-members (and even customers) to collaboratively manage projects.
Give project managers tools to add value and not spend their time tinkering with spreadsheets and project plans

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