Aggregate and organize resource data spread across projects in an instant. The right cloud-based solution can help you optimize resource management that enables rapid growth for the business.

The FinancialForce Professional Services Automation™ (PSA) application leverages the power of Salesforce CRM and the Salesforce Platform for efficient project resource management. It is a scalable, cost effective and secure, eliminating the need to rely on guess work or spreadsheets, FinancialForce helps you gain unprecedented visibility into your resources, and creates seamless collaboration between sales, services and finance.

The application enables business managers to view resource availability using filter views to narrow down the search. With easy drill-downs into resource schedules, the software helps reduce bench time, and solves resource scheduling issues. Using our resource management software, businesses can:

  • Put an end to communication bottlenecks
  • Collaborate among departments to meet resource needs
  • Streamline the hand-off process
  • Gain visibility into the services backlog, capacity and services pipeline

FinancialForce helps match opportunities with the right resources to help ramp up the project closure time. To learn how to leverage our software for your project resource management needs, watch our product video tour or download the datasheet.