Salesforce moves its global professional services division to FinancialForce PSA

See how the software giant doubled project creation, drove 86% faster utilization calculations, and powers every project around the globe with FinancialForce Professional Services Automation.

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  • Industry: Technology
  • Company Size: Large
  • Headquarters: San Francisco, CA
  • Products: Services Automation

2X


INCREASE IN PROJECT CREATION

86%


FASTER UTILIZATION CALCULATIONS

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

MONITORING PROJECTS WORLDWIDE

Deeper Project Insights

FinancialForce improved utilization, project margins, and visibility into project profitability—resulting in substantial time savings. Salesforce teams can now view real-time project statuses on vivid dashboards and effectively manage resource capacity.

100% Increase in Project Creation

By automating project creation using FinancialForce PSA, double the amount of projects are created in the system each day. Monthly utilization calculations are also generated in 2 days, versus 2 weeks—an 86% decrease in time.

Powerful Resource Management

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

RESULTS

ONE TEAM, LIMITLESS SCALE

FinancialForce PSA has enhanced communication on global projects across Salesforce’s professional services division. Project burn reports, which used to take half a day to extract, are pulled from PSA in seconds. Real-time information has also led to self sufficiency. For Salesforce’s executive team, FinancialForce now powers a complete view of the company’s global project pulse that they can access in real-time, from anywhere.

“We couldn’t live without FinancialForce PSA. It’s ingrained in what we do.”

Mark Conklin
Director of Operations, Salesforce

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