How to manage services projects

Are you struggling to gain control of your projects? Having interdepartmental barriers between teams? Wish you could access real-time visibility into your business performance across sales, services delivery and finance? You need FinancialForce.

FinancialForce Professional Services Automation (PSA) is a cloud based solution to help manage your services projects. It leverages the power of Salesforce CRM and to manage your people, customers, projects, and financials in one application. FinancialForce PSA provides necessary online access to all the financial detail related to your services projects and opportunities at anytime (and from anywhere). It can start even before a deal is won because FinancialForce PSA is on the same platform as Salesforce Sales Cloud.

Interested in learning more about FinancialForce PSA?
FinancialForce PSA Datasheet

Why manage your service projects with FinancialForce, the #1 platform for service businesses?

  • Easily calculate revenue recognition based on project or milestone completion
  • Set up revenue recognition rules to match your business need or processes
  • Import revenue transactions into your financial system
  • Get anytime access to project related financial data and budgets
  • See the finances of projects in every stage: opportunity, in process and completed

With access to your services projects anywhere, anytime, you can take your service business to the next level. We will work to simplify the management of services projects. FinancialForce PSA brings all the project details together so you’ll know exactly where your project financials stand at anytime. Download our datasheet to learn more.

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Manage proejcts on Salesforce

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.