CBTS Technology Solutions connects what matters with FinancialForce on Salesforce
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G2 names FinancialForce PSA the clear “Leader” for Enterprise for the 11th consecutive quarter
learn moreFinancialForce powers more than
1,400 customers in 30+ countries
Put your customers at the
center of everything you do
SERVICES AUTOMATION
Perfect the sales-services handoff
Seamlessly connect sales and service delivery on the Salesforce platform to improve project profitability and customer satisfaction.
Explore Services Automation
ACCOUNTING & FINANCE
Close the books faster & more accurately
Simplify customer billing, untangle the knots in revenue recognition, and gain control of spend with cloud accounting and financial reporting.
Explore Accounting & Finance
ANALYTICS & INSIGHTS
Quantify & boost business performance
Target, track, and improve core services and finance metrics including utilization, margin, revenue, productivity, and more.
Explore Analytics & Insights
CUSTOMER & PARTNER PORTALS
Bring customers, employees & partners together
Deliver high levels of service, swiftly answer project questions, and provide real-time updates through customer and partner communities.
Explore Customer & Partner Portals
SERVICES AUTOMATION
Perfect the sales-services handoff
Seamlessly connect sales and service delivery on the Salesforce platform to improve project profitability and customer satisfaction.
Explore Services Automation
ACCOUNTING & FINANCE
Close the books faster and more accurately
Simplify customer billing, untangle the knots in revenue recognition, and gain control of spend with cloud accounting and financial reporting.
Explore Accounting & Finance
ANALYTICS & INSIGHTS
Quantify and boost business performance
Target, track, and improve core services and finance metrics including utilization, margin, revenue, productivity, and more.
Explore Analytics & Insights
CUSTOMER & PARTNER PORTALS
Bring customers, employees and partners together
Deliver high levels of service, swiftly answer project questions, and provide real-time updates through customer and partner communities.
Explore Customer & Partner PortalsNative to Salesforce
One platform, one truth
FinancialForce gives you a complete, customer-centric view of your business on the world's #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.
Explore the benefits of being native on Salesforce
Connect sales and services seamlessly
Empowering you to drive customer success
Our Solutions
Explore our solutions - 100% native to Salesforce
Professional Services Cloud
Manage your team, customers, projects, and financials in a single application.
Watch demo ExploreWhat is PSA?
ERP Cloud
Run accounting, billing, revenue, and more on the #1 business cloud.
What is ERP?
NEW!
Customer Success Cloud
Organize and orchestrate best practices end-to-end on Salesforce.
Featured Customers
View More Customer Stories
“With FinancialForce, we now have a fully automated snapshot of our customer portfolio. From the first opportunity, through all stages of a project our operational processes are now more streamlined and visible at a portfolio level. It has also empowered our project teams with customer contextualized information at their fingertips.”
Lori Williams, SVP, Global Customer Success, Traction on Demand
“With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we're going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Salesforce Einstein, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.”
Adam Jones, Strategist, HPE Pointnext Services Delivery
“By implementing FinancialForce, we now have the systems, processes, and data accuracy we need to accommodate new business growth.”
Alex Calder, Head of Finance, United Services Group
“Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some
short-term heavy lifting, we were quickly running smoothly in the new normal. This would not have been possible without the flexibility that FinancialForce and Salesforce provided.”
Toni Pavlovish, Vice President Global Services, Splunk
