Professional Services Automation Tour
A step-by-step tour of FinancialForce
Professional Services Automation
Sales and services collaboration
When your PSA and CRM are connected, sales and services work as one team not two departments.
Accurately scope deals
Partner with sales to create accurate quotes, manage customer expectations before a deal is signed.
Perfect the handoff
Share critical customer and opportunity details without duplication. Set and deliver on client expectations.
Opportunity to project
It takes just one click. Seamlessly kick off projects straight from the opportunity in the CRM.
Get the insight and visibility you need to help forecast, plan, manage your resources more effectively. Increase utilization without overworking staff.
Forecast resource needs
View projects in the pipeline, assess necessary skills, and deliver the right team.
See and understand all aspects of your resources — project time, PTO, non-billable time — to optimize staffing.
Get a unified view into supply and demand in Resource Planners. Conduct "what if" analysis and make swift staffing decisions.
Easily edit schedules
See who is working where and when and edit schedules by the day, week, or month with a click.
Smart capacity planning
Get a comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.
Know when to recruit, hire, train, the right skilled people for future jobs based on accurate data.
Professional Services Automation Tour - Watch Video
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.
A single view of every project you're managing to keep them on task, budgets in line, and all stakeholders informed.
Keep all of your projects on time and budget with a comprehensive view of every KPI you need to keep your project on track.
Interactive Gantt allows you to visualize project plans, dependencies, and timelines.
Project Burnup Reports
Easily spot project overruns and predict when hours or billings might exceed contract value.
Accurate and fast forecasting
End-to-end service forecasting with enhanced support for fixed fee forecasting across all revenue treatments.
Share project information–documents, billing, planners, etc.–with clients and partners in a real-time, branded community all without updating another tool.
Keep everyone in the loop with built-in social tools like Chatter.
Get powerful forecasting and analytics tools to give more control and predictability over everything involved in the ever changing services economy.
From bid to bill
Track all the financial components of a project ... your budgets, your estimates, your costs, your bookings, your billing, and everything in between.
Financial health tracker
With comprehensive financial views, you know exactly when to take action and where to make adjustments.
Manage revenue forecasting for both T&M and fixed fee projects - from pipeline through project delivery.
Create one or more budgets for each project. Track actual time & expense.
Manage projects and KPIs in any currency.
Billing is fast & agile, unifying all your models, and feeding right into your ERP.
Time & Expense Management
Highly configurable and easy-to-use. Time and expense entry rates speed up, administrative time goes down.
Personalize time entry
Personalized for each user and easy to enter. Copy from schedules or previous weeks. Modify planned time from the same screen.
Easy expense entry
Capture from your mobile, attach to a project, and hit send.
Powerful workflow and approval functionality from popular tools like Slack, makes approvals a snap and ensures no entry goes unnoticed.
Empower your road warriors
Give your team the tools they need to stay efficient and connected - no matter where they are.
Forecasting, Reporting & Analytics
Easily surface and manage KPIs. See everything across project and services delivery and plan with confidence.
Smart capacity planning
Get comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.
Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction.
View your forecast at any point and always get the most up-to-date actuals and assignments.