Salesforce Alliance

Partner with FinancialForce
to close more deals

We become vastly more competitive when entering deals as a joint solution. Connect with your FinancialForce AE counterpart to learn about our proven track record together. When all your customers' apps are built on the #1 customer success platform, your teams are more nimble, your services are better, and your customers are happier.

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Salesforce moves its global professional services division to FinancialForce PSA

See how the software giant doubled project creation, drove 86% faster utilization calculations, and powers every project around the globe with FinancialForce Professional Services Automation.

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  • Industry: Technology
  • Company Size: Large
  • Headquarters: San Francisco, CA
  • Products: Services Automation

You were the first company to really build an enterprise class application on the platform and that caused us to rethink what we needed to provide. We really owe a lot of the success of the platform and Salesforce in general to the work that you did.

Mike Rosenbaum, Executive Vice President,
Sales Cloud, Salesforce

FinancialForce Continues to Grow

With more than 1,400 customers in 34 countries, 14 apps, 700+ employees. We look forward to our shared growth and success for years to come. See the amazing apps that are built on the Salesforce Platform.

COMPLIANCE & AUDIT

One platform, one truth

All your apps living on one platform means a single version of the truth. Compliance and audits are a breeze with automated audit trails, documentation and associated conversations. Anyone can see what’s happening with a customer all in one central location.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

SECURITY & TRUST

Best practice data security

Your data and apps are protected within data centers certified to the highest industry-accepted standards for data security, privacy controls, and operational reliability. Benefit from comprehensive and rigorous privacy and security assessments.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

APPROVALS ENGINE

End the endless approval process

Don’t let approval processes get bypassed or employees be slowed down. One common approval engine makes guidelines clear, employees happy and compliance automatic. Get an automated log of approval history and audit trails. And use point and click configuration to set it all up.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

ACTIONABLE SOCIAL FEED

Chat. Cooperate. Collaborate.

Get social and break down the walls between departments. Chatter is an instant news feed for teams to share info, ask questions, update each other, and quicken response times. Perform actions without ever leaving your business feed.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

MOBILE

The mobility of everything

Instant access to information whether you are in the office, home, or on the go. The Salesforce1 mobile app lets you see, and act on, all your business data, and communicate with coworkers and clients. Access CRM, ERP and custom app data on a single app.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

REPORTING & ANALYTICS

Personalized dashboards and trend analyses for everyone

With CRM, ERP and your custom app data all in one place you can get standard reports, customized reports, ad-hoc inquiries. Personalized dashboards and trend analysis are now for everyone. And use “Clicks not code” report creation and editing.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

IN-HOUSE DEVELOPMENT PLATFORM

The power to combine, design, and refine

Using the Salesforce Platform, move custom app data into your cloud database, and put it to work in your CRM and ERP apps for deeper, better reporting and analytics. Link custom data to get a full 360º view of your customers and employees.

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Salesforce Native Cloud ERP Apps
Salesforce Native Cloud ERP Apps

SALESFORCE APPEXCHANGE

Find the perfect app for every problem

Access the #1 business app marketplace. With over 2,900 apps available, you’re sure to find the perfect app to solve any problem. Choose from a library of specialized, vertical and mobile apps.

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Salesforce Native Cloud ERP Apps

The AppExchange Champion

FinancialForce signed one of the first ISV contracts for Salesforce’s business application marketplace - the AppExchange. FinancialForce PSA and Accounting quickly became one of the top rated applications on the platform. FinancialForce is considered a pioneer and a proof point to the ecosystem’s viability, growth and limitless potential.

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ONE PLATFORM

One office, not front & back offices

FinancialForce breaks down walls between departments and eliminates the artificial divide between the front & back office.

One customer record for CRM and ERP apps. Seamless opportunity to cash process. Eliminates errors between the front and back office. Act as one company, not five departments.

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Trusted by the World’s Best

Salesforce - Cloud ERP Solution Customer Created with Sketch.