Professional Services Automation Case Studies

The right PSA solution for your services teams

It’s time for professional services organizations to wrestle back control of their teams and projects and to focus on increasing the visibility of every project in their portfolio - utilizing talent more strategically to maximize productivity and efficiency. With FinancialForce PSA, that’s exactly what you can do. Continuing to connect you with your existing systems, FinancialForce gives you the control and real-time visibility you need to ensure resources are used strategically, address problem areas, and tightly manage costs.

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FinancialForce PSA Datasheet

The totally integrated solution, the FinancialForce PSA software includes everything from Project Management, Resource Management, Project Accounting, Timesheet & Expense Management to provide your company the powerful tools that help you manage your projects, people, resources, and finances. Several of our clients have commented and have case studies on their recent successes after the implementation of FinancialForce PSA:

  • Deliver real-time visibility into your services organization's performance and profitability
  • Improve on-time project completion and drive up project success rates
  • Fully equip your teams with mobile access to time and expense management, anytime, anywhere
  • All of your services teams can view billings, and margins to help keep projects on budget and on track

FinancialForce PSA is a cloud-based services solution that leverages the power of Salesforce CRM and to efficiently manage all of your services needs. We give you the opportunity to maintain a single view of each customer and project across the entire organization to stay connected and collaborative. We want to make your services teams manageable and efficient, all the time.

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.