Integrating PSA with CRM

Are you interested in managing resources, streamlining sales and improving project management insight and service delivery all on the same cloud platform? Looking for a way to increase efficiency, ensure accuracy and compliance and build greater profit margins?

FinancialForce is your leading cloud solution for integrating PSA with CRM. PSA - Professional Services Automation - built on the Salesforce platform, is your answer. As your business leverages the #1 customer success platform, Salesforce - resource management, sales and improved project management are at your fingertips.

FinancialForce PSA will take your business to the next level with:

  • Real-time utilization metrics
  • The full visibility to connect your resources and projects
  • Ability to spot your future talent needs sooner with demand visibility from Salesforce CRM
  • Intuitive authorization workflow tools to coordinate operations in the entire company
  • Services engagement earlier in the sales cycle to provide more accurate pricing, clearly defined customer expectations and higher win rates

Learn more about integrating
PSA with CRM

Download the PSA datasheet to learn more.


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FinancialForce PSA

FinancialForce Professional Services Automation (PSA), ranked #1 on G2, leverages the power of Salesforce CRM and the Salesforce platform. Gain unprecedented visibility into your business across sales, services delivery, and finance. Keep projects on time, customers happy and reports up to date–all on one integrated platform.

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