Did you know you can manage projects from
opportunities to completion - all on one platform?

PROFESSIONAL SERVICES AUTOMATION

Drive revenue growth and increase utilization with FinancialForce

FinancialForce is the #1 professional services automation solution built natively on the Salesforce Platform, providing a seamless handoff from sales to professional services.

  • Forecast upcoming projects to proactively allocate resources
  • Serve customers with automatic project updates and billing
  • Increase utilization with intelligent analytics powered by Einstein
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FinancialForce PSA Solution

Leverage the #1 PSA solution

As the top-ranked PSA solution by TSIA, SPI Research, and G2, FinancialForce helps services organization run more efficiently. Learn how you can better manage resources, increase utilization, and improve the bottom line for Perficient.

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Resource Management

Connect your people and projects

With FinancialForce PSA, Perficient can easily schedule the right people for the right projects at the right time, and resolve staffing conflicts before problems arise.

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Professional Services Automation: Resource Management
Professional Services Automation: Resource Management

Sales Engagement

Perfect the sales-services handoff

Empower sales teams with real-time visibility into project status, resource availability, and project history, and give consulting managers deep visibility into project pipeline, so they can always have the right resources ready.

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Professional Services Automation: Sales Engagement
Professional Services Automation: Sales Engagement

PSA Communities

Keep customers and partners in the loop

Optimize your partner and customer interactions with PSA Communities. Share project information and status updates, collaborate from any device, and communicate in real-time with Salesforce Chatter.

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Professional Services Automation: Communities
Professional Services Automation: Communities

Project Management

Deliver deep visibility and social collaboration

Powerful, social, and mobile, FinancialForce keeps projects on task, budgets in line, and all stakeholders informed. See what's happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.

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Professional Services Automation: Project Management
Professional Services Automation: Project Management

Project Financials

Get a full view of project financial health

Access comprehensive project-related financials anytime - including revenue, bookings, backlog, billing, budgets, and rate realization - and quickly make adjustments as needed.

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Professional Services Automation: Project Financials
Professional Services Automation: Project Financials

Time & Expenses

Submit time and expenses anytime, anywhere

Highly configurable and intuitive, FinancialForce PSA makes it easy for Peficient to complete administrative tasks and submit time and expenses from any device.

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Professional Services Automation: Time & Expense Management
Professional Services Automation: Time & Expense Management

Billing & Revenue Recognition

Optimize financials for speed and accuracy

Automate and streamline processes across every aspect of your services business from sales and service delivery through billing and revenue recognition.

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Professional Services Automation: Billing & Revenue Recognition
Professional Services Automation: Billing & Revenue Recognition

Dashboards & Reporting

Forecast business growth with confidence

Get real-time dashboards, reports, list views, and tools tailored to provide exactly the information you need.

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Professional Services Automation: Dashboards & Reporting
Professional Services Automation: Dashboards & Reporting

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Get to know your team

Jennifer Courtney
Account Executive

Kyle Wilkinson
Senior Solution Engineer