Resource Management for Services

The services industry is growing exponentially, and to capture the growth opportunities and to stay ahead of the learning curve, you need highly automated, highly scalable cloud-based applications.

The FinancialForce resource management app for services can help organize a company’s resources, by region, group, project, and by many other means, while allowing a user to schedule those resources accordingly, as well.

Interested in learning more about FinancialForce PSA?
FinancialForce PSA Datasheet

The FinancialForce Professional Services Automation (PSA) application supports your complete services spectrum – offering complete insight on capacity, skills availability, and backlog across your entire organization. It leverages the power of Salesforce platform and the Salesforce CRM to the benefit of services companies.

You can manage your staff, comply with regulations and create a work environment that attracts and retains high quality staff. Our powerful resource management (RM) solution features are designed to track resource details - certifications and skills to take advantage of the strengths of your team. Using resource management:

  • Put the right people on the right projects every time
  • Get all resource details tracked in one location
  • Gain team visibility to scheduling and assignments
  • Get intuitive views into availability and capacity
  • Offer skills and certifications matrix
  • Do skills catalogs and capacity planning

Tie opportunities with the right resources without burning your people out.

Professional Services Automation Tour - Watch Video

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.