Salesforce accelerates project management by 10X

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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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.

Key benefits:

  • 10x Faster project management
  • 100% Increase in project creation
  • 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.


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.

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.


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.