Salesforce Professional Services

Gain the visibility you've Always Wanted - In Real Time

Are you struggling to gain enough control of your projects? Are you departments having issues communicating? Well, Salesforce professional services automation from FinancialForce might be your answer. If all of your customer information and sales data is in Salesforce CRM, you’re already one step into the right direction. With the seamless FinancialForce and Salesforce integration, you can manage all of professional services projects all on the same platform.


Gain unprecedented visibility across sales, services delivery and finance. Your team can have access to simple mobile and social solutions to keep projects on time and customers happy.


And do it all on one integrated platform - the Salesforce platform.

  • Implement the most advanced Salesforce professional services solution to improve sales collaboration, project management and resource management
  • Get total project visibility to see individual projects and the entire service line including project status, demand, customer interactions and more.

FinancialForce Professional Services Automation is a cloud based professional services solution that uses the power of Salesforce to manage your people, customers, projects and financials. Contact us today to gain access to everything we have to offer!

Watch the PSA Product Video Tour