Customer Stories


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FinancialForce PSA Customer: Elastic

Elastic automates and improves core business processes with FinancialForce

See how Elastic—provider of real-time, scalable enterprise search, observability, and security solutions to organizations including Cisco, The Mayo Clinic and Verizon—drives business to new heights with FinancialForce PSA.

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FinancialForce PSA Customer: MDA

See how FinancialForce ERP and PSA enabled MDA to move all key financial and service processes to one platform

By implementing an end-to-end process across Salesforce and FinancialForce, MDA has been empowered to shift to a centralized service model.

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FinancialForce Customer: Splunk

Splunk builds an innovative services model

See how Splunk, provider of a big data platform for 18,500 global customers (including 91 of the Fortune 100), benefited by moving from inefficient systems to the #1 professional services automation solution from FinancialForce.

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FinancialForce Customer

HPE delivers global services with FinancialForce PSA

See how the innovative technology giant tracks projects from creation to completion with FinancialForce PSA.

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Customer Red Hat
FinancialForce PSA Customer: Red Hat

Managing projects across 95 global offices

See how Red Hat manages thousands of projects and drives a limitless consulting model with Professional Services.

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Customer Red Hat
FinancialForce PSA Customer: DocuSign

DocuSign increases professional services revenue using FinancialForce

Since its inception in 2003, DocuSign has been on a mission to accelerate business and simplify life for companies and people around the world. With its pioneering e-signature technology, DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements.

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Idox enables a game-changing experience for its professional services group and customers → Thales experiences the game-changing impact of FinancialForce → BeyondTrust – Improving Professional Services with FinancialForce → DocuSign increases Professional Services revenue using FinancialForce → Elastic automates and improves core business processes with FinancialForce Elastic automates and improves core business processes with FinancialForce → Salesforce accelerates project management by 10X Salesforce accelerates project management by 10X → Muscular Dystrophy Association saves more than $5 million with FinancialForce Muscular Dystrophy Association saves more than $5 million with FinancialForce → CBTS Technology Solutions connects what matters with FinancialForce on Salesforce CBTS Technology Solutions connects what matters with FinancialForce on Salesforce → Avalara – Simplifying the complex with FinancialForce on Salesforce Avalara – Simplifying the complex with FinancialForce on Salesforce → Kinetic Vision paves the way for unimpeded growth with FinancialForce on Salesforce Kinetic Vision paves the way for unimpeded growth with FinancialForce on Salesforce → Agilyx Group reduces revenue leakage and strengthens client relationships Agilyx Group reduces revenue leakage and strengthens client relationships → Aquient chooses FinancialForce for end-to-end practice management Aquient chooses FinancialForce for end-to-end practice management → Worldline recommends FinancialForce for digital transformation and accounting agility Worldline recommends FinancialForce for digital transformation and accounting agility → High-tech firm 1E chooses FinancialForce over Kimble and SAP for greater ROI High-tech firm 1E chooses FinancialForce over Kimble and SAP for greater ROI → George Clinical chooses FinancialForce for financial consolidation, data accuracy George Clinical chooses FinancialForce for financial consolidation, data accuracy → HPE delivers global services with PSA HPE delivers global services with PSA → Willow leverages FinancialForce to manage its global technology business Willow leverages FinancialForce to manage its global technology business → How Five9 saved millions with FinancialForce PSA How Five9 saved millions with FinancialForce PSA → United Services Group paves the way for future business growth with FinancialForce United Services Group paves the way for future business growth with FinancialForce → Coleman Insights reports on financials 10x faster after switching to FinancialForce Coleman Insights reports on financials 10x faster after switching to FinancialForce → Jellyfish achieves cost-effective global scale with FinancialForce Jellyfish achieves cost-effective global scale with FinancialForce → IntegraPay increases productivity and scales business growth IntegraPay increases productivity and scales business growth → Imprivata simplifies healthcare IT management Imprivata simplifies healthcare IT management → DeepRoot trims 25 days on average from month-end close DeepRoot trims 25 days on average from month-end close → Vlocity scales to 400 consultants and 100 projects with one full-time resource Vlocity scales to 400 consultants and 100 projects with one full-time resource → Flexera improves global resource management with FinancialForce PSA Flexera improves global resource management with FinancialForce PSA → INTO University Partnerships unifies accounting on the Salesforce platform INTO University Partnerships unifies accounting on the Salesforce platform → Splunk builds an innovative services model Splunk builds an innovative services model → Traction on Demand scales with rapid company growth Traction on Demand scales with rapid company growth → Windward Consulting transforms with data transparency Windward Consulting transforms with data transparency → Redkite delivers non-profit services across Australia Redkite delivers non-profit services across Australia → Hyland enables an agile delivery model Hyland enables an agile delivery model → Red Hat - Managing projects across 95 global offices Managing projects across 95 global offices → Delivering digital reading platforms with SCM Delivering digital reading platforms with SCM → Seagate saves 30% in annual costs Seagate saves 30% in annual costs → Ansarada closes revenue on day one Ansarada closes revenue on day one → Methods automates 90% of finance functions Methods automates 90% of finance functions → FCR Media streamlines PO processing by 75% FCR Media streamlines PO processing by 75% →