Power customer experience and growth
with FinancialForce for business services

Whether expanding into new services and product offerings, understanding which customers are most profitable to your business, or connecting front and back office functions to better serve your customers, FinancialForce is the one-stop shop solution to run your entire business on the #1 cloud platform from Salesforce.

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Requirements for Running a Predictable Services Business

Learn what it takes to improve your billing cycle

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Customers in business services

Ansarada - Business services customer

Ansarada closes business on day one

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INTO University Partnerships - Business services customer

INTO University Partnerships unifies accounting on the Salesforce platform

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Elastic automates and improves core business processes with FinancialForce

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Your customer-centric business platform

FinancialForce offers business services and business process outsourcing (BPO) organizations a modern ERP suite that drives operational efficiencies while also improving customer experience and business success.

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Make faster,
smarter decisions

Quickly identify opportunities to grow contract revenues and profitability with role-based, out-of-the box analytics. Help your employees streamline every customer touchpoint with the right information at the right time, in the field and the office.

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Intelligent analytics for business services
Intelligent analytics for business services


Connect the front
and back office

Modernize your entire opportunity-to-revenue processes to control costs, forecast results with greater confidence, and increase cash flow and working capital.

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Opportunity-to-revenue for business services
Opportunity-to-revenue for business services


Boost your services business with the #1 PSA

With the master customer record as your single source of truth, you get full visibility into the entire customer lifecycle from opportunity to renewal. Eliminate broken “handoff” and “over-the-wall” processes, and instead provide a unified experience for both customers and project staff.

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Services automation for business services


Automate any and
all revenue streams

Better monetize your business services, including offerings that require fixed assets and tangible goods. Outsourced IT and managed services, field services, support contracts, subscriptions, and usage-based pricing models—all sources of billing and revenue management can be accommodated and consolidated.

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Billing & revenue management for business services
Billing & revenue management for business services


Leverage the #1 business cloud

Natively built on the Salesforce platform, FinancialForce gives you even more value when combined with the world’s #1 CRM and cloud platform. Instead of maintaining brittle integrations and multiple application architectures, you can focus on serving customers and allocating more IT dollars towards growing the business.

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Salesforce for business services
Salesforce for business services

“FinancialForce gives us one source of truth on the Salesforce platform. We needed a solution to effectively manage hundreds of global agents and thousands of invoices. We have that with FinancialForce.”

Shaun de Lacy
Director Global Finance Systems and Operation
INTO University Partnerships


SPI 2021 Professional Services Maturity™ Benchmark report

Uncover how top-performing professional services organizations
drove higher billable utilization using PSA