Integrating PSA with CRM

Are you interested in managing resources, streamlining sales and improving project management insight and service delivery all on the same cloud platform? Looking for a way to increase efficiency, ensure accuracy and compliance and build greater profit margins?

FinancialForce is your leading cloud solution for integrating PSA with CRM. PSA – Professional Services Automation – built on the Salesforce platform, is your answer. As your business leverages the #1 customer success platform, Salesforce – resource management, sales and improved project management are at your fingertips.

Interested in learning more about FinancialForce PSA?

FinancialForce PSA will take your business to the next level with:

  • Real-time utilization metrics
  • The full visibility to connect your resources and projects
  • Ability to spot your future talent needs sooner with demand visibility from Salesforce CRM
  • Intuitive authorization workflow tools to coordinate operations in the entire company
  • Services engagement earlier in the sales cycle to provide more accurate pricing, clearly defined customer expectations and higher win rates

Professional Services Automation Tour – Video ansehen

FinancialForce Professional Services Automation (PSA), Rang 1 auf G2, nutzt die Leistungsfähigkeit von Salesforce CRM und der Salesforce-Plattform. Verschaffen Sie sich einen beispiellosen Überblick über Ihr Geschäft in den Bereichen Vertrieb, Dienstleistungserbringung und Finanzen. Halten Sie Projekte pünktlich, Kunden zufrieden und Berichte auf dem neuesten Stand – alles auf einer integrierten Plattform.