Salesforce accelerates project
management by 10X

See how the software giant enhances customer-centricity around the globe with FinancialForce Professional Services Automation.

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10X


FASTER PROJECT MANAGEMENT

100%


INCREASE IN PROJECT CREATION

24/7


REAL-TIME PROJECT STATUSES

CHALLENGE

HINDERED BY PROJECT DISCONNECTS

Prior to FinancialForce, Salesforce ran two disparate systems with no overall view into projects. Extracting key information was time consuming, and it became increasingly difficult to share real-time information across the business. Services Operations also acted as a single point of contact for all project queries, creating bottlenecks. After running NetSuite side-by-side with FinancialForce, Salesforce chose to move its entire professional services organization to FinancialForce PSA.

SOLUTION

BUILDING TRUST WITH MISSION-CRITICAL TOOLS

Deeper project insights

24/7 real-time project statuses

FinancialForce supplies mission-critical tools to give Salesforce full visibility into the lifecycle of every project, in real-time, from initial sale all the way to the end execution. From assignments and resource requests to full-cycle budgeting, it’s all there for every division so no project customization is necessary.

100% increase in project creation

100% increase in project creation

By automating project creation using FinancialForce PSA, twice the number of projects are created in the system each day. Monthly utilization calculations are also generated in real-time versus two weeks — a 100% decrease in time.

Powerful resource management

10x faster project management

FinancialForce’s Resource Planner has, in turn, saved users several hours per week originally dedicated to data entry. Project Managers have gained visibility into hours entered versus hours assigned — enabling them to adjust swiftly when budgets fall off track.

RESULTS

FAST, SCALABLE CUSTOMER FOCUS

Working at this new unprecedented speed to serve clients couldn’t happen seamlessly without the end-to-end connectivity and 360° insights that FinancialForce brings to Salesforce. All of the integrations with FinancialForce products are working behind the scenes, quietly and powerfully, to enable the customer-centric focus that Salesforce now maintains. Everyone in the company benefits from this daily, without necessarily knowing they are using a FinancialForce tool. That’s a perfect example of seamless integration.

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“Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them.”

Mark Conklin
Senior Director of Operations Systems & Tools, Salesforce

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FINANCIALFORCE

Ready for modern ERP?

FinancialForce is the leading cloud ERP for the new services economy. The #1 ERP native to the Salesforce platform, FinancialForce unifies data across the enterprise in real-time, enabling companies to rapidly evolve their business models with customers at the center.

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SPI 2021 Professional Services Maturity™ Benchmark report

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

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