FinancialForce PSA Overview

A beneficial FinancialForce PSA overview

Are you looking for a services management solution? Would a Salesforce PSA benefit your company by unifying all your departments so that they can work closely to solve problems and better understand what your customers want? FinancialForce Professional Services Automation (PSA) is the services management and operations tool your business needs.

FinancialForce PSA is built on a single, cloud-based platform - Salesforce. Our cloud-based software enables you to have real-time business data instantly available across all departments, at your convenience. FinancialForce PSA gives your company the visibility it needs to be able to make more informed decisions to help improve margins and deliver revenue growth.

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With FinancialForce PSA you have:

  • Full visibility to connect the right resources with the right projects
  • Ability to connect sales and services for customer satisfaction and better resource management
  • Enterprise-class scalability

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ERP CRM software

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.

Leverage enterprise-class capabilities

Predictable services business

Companies that improve predictability and visibility also achieve higher win rates, utilization, and services margins. FinancialForce PSA is built to do just that. Whether you leverage the delivered services forecast feature or allocate resources on a project-by-project or company-wide basis, FinancialForce empowers services professionals to plan smarter, make data-driven decisions, and quickly course correct as needed.

Support for diverse billing models

With FinancialForce optimized to manage multiple services-based billing models, you’re free to develop pricing and billing processes tailored to your customers’ needs. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend of models, all sources of revenue and billing can be accommodated.

Automation from opportunity to revenue recognition

Automate and streamline processes across service-related billing and revenue recognition, speed up billing cycles, and eliminate revenue leakage. FinancialForce reduces the risk associated with managing opportunities, engagements, billing, and revenue recognition in disparate systems by covering everything on one platform. Instead of having to manually send information from one team to the next, everyone—sales, professional services, and the back office—has everything they need in real-time.

Built-in customer and partner communities

Services companies that can best collaborate, share, and communicate with partners and customers always have the advantage. Optimize your partner and customer interactions with FinancialForce PSA Communities, providing internal and external stakeholders with secure, central access to the most relevant information, reports, and project plans.

FinancialForce PSA software

Make faster, smarter decisions

Out-of-the-box reporting

Built-in, real-time dashboards, and reports give you all the most important data—including actuals, expenses, assignments, milestones, resource requests, and backlog—so you can focus on making the best decisions for your business. Get complete visibility into the information you need to efficiently deliver projects on time and on budget, and to run more a predictable business.

Master customer record

Native to the Salesforce PSA Platform, FinancialForce empowers your sales and services teams to collaborate around a single customer record so that anyone can answer a customer question, give status updates on projects, and know where billing stands. Eliminate broken “handoff” and “over-the-wall” processes, and instead provide a unified experience for your customers.

Powerful forecasting

Optimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built into FinancialForce. Get unmatched visibility into every dollar from pipeline to delivery, and build staffing models geared to drive higher margins, faster delivery, and improved customer satisfaction.

Sales and services alignment

Where a 1-2% improvement in resource utilization means the difference between hitting or missing your KPIs, resource management is critical—and complex. With FinancialForce PSA, sales teams get real-time insights about project status and resource availability to spot opportunities and sell the correct scope. Resource managers get the visibility they need by identifying demand during the sale. Easily schedule the right people for the right projects at the right time, and resolve staffing conflicts before problems arise.

Analytics powered by Einstein

Powered by Salesforce Einstein, FinancialForce PSA Analytics enables you to instantly produce meaningful, actionable insights customized by need, role, geography, project, and more. With analytics on the same platform as your PSA solution, you don’t have to continuously reconcile disparate databases. Reporting happens swiftly and accurately, delivering sophisticated, multidimensional analysis across millions of data points. Managers can get global and detailed views into billings, backlog, capacity, and utilization—all within the same FinancialForce experience—to easily identify opportunities and effect within-quarter performance.

FinancialForce PSA for Salesforce