The Power of
FinancialForce PSA

How you can benefit from the world’s #1
professional services automation solution

Increase profitability & customer satisfaction with the #1 PSA solution

FinancialForce Professional Services Automation (PSA), ranked #1 on G2, gives professional services leaders and teams unprecedented visibility into sales, services delivery, and finances. With everything on the Salesforce platform, this PSA software solution gives you the insights you need to empower your teams, improve customer satisfaction, and grow profits.

Customers using FinancialForce PSA are able to:

  • Get full pipeline, project, and resource availability
  • Schedule the right people to the right jobs at the right time
  • Make data-driven decisions with embedded analytics
  • Empower road warriors with built-in mobile and social
  • Get a complete view of project financial health

The Power of ERP on Salesforce

11 amazing things you can do with ERP+CRM

Average ROI for orgs with 100+ consultants

Average PSA ROI

We couldn’t live without FinancialForce PSA. It’s ingrained in what we do.”


Mark Conklin
DIRECTOR OF OPERATIONS, SALESFORCE

Salesforce moves its global professional services division to FinancialForce

About
Headquarters: San Francisco, CA
Employees: 49,000
Industry: Technology

Previous system
NetSuite OpenAir

FinancialForce product
Professional Services Automation

In the past, Salesforce ran two disparate systems with no overall view into projects. Extracting key information was time-consuming, and it became increasingly difficult to share real-time information across the business. Services Operations also acted as a single point of contact for all project queries, creating bottlenecks. After running NetSuite side-by-side with FinancialForce, Salesforce chose to move its entire professional services organization to FinancialForce PSA.

By automating project creation using FinancialForce, Salesforce improved utilization, project margins, and visibility into project profitability—saving considerable time and resources. Project burn reports, which used to take half a day to extract, are now pulled in seconds. For Salesforce’s executive team, FinancialForce powers a complete view of the company’s global project pulse that they can access anytime, anywhere.

FinancialForce is our new crystal ball for revenue forecasting.”


KATHLYN WILLIAMS
PSA PRODUCT OWNER, RED HAT

Red Hat manages projects across 95 global offices

About
Headquarters: Raleigh, NC
Employees: 12,000
Industry: Technology

Previous system:
Spreadsheets and legacy systems

FinancialForce products:
Professional Services Automation, Revenue Management

Red Hat is a leading provider of enterprise open source solutions, using a community-powered approach to delivering high-performing technologies. Over the years, however, Red Hat Consulting became encumbered by various homegrown systems and spreadsheets to manage projects. Complicating matters was inconsistency in tools across regional offices, preventing accurate and timely reporting. It could take two weeks to get a report from one region as the team aggregated data from multiple systems and then manipulated and analyzed it in spreadsheets.

With FinancialForce PSA, Red Hat’s project managers can now ensure proper resource allocation while managing assignments, products, planners and contacts in one place. In just over six months, all four regions were live on FinancialForce. And thanks to the native connection between FinancialForce and Salesforce, Red Hat’s project managers can easily manage all project-related tasks and automatically sync time and expenses. In some cases, what took up to 15 steps is now reduced to just four.

The richness and transparency of data that FinancialForce PSA provides is critical for our ability to scale our growing global workforce.”


RYAN BROWN
SENIOR DIRECTOR OF OPERATIONS, GLOBAL PROFESSIONAL SERVICES, SPLUNK

Splunk builds an innovative services model

About
Headquarters: San Francisco, CA
Employees: 4,500
Industry: Technology

Previous system:
Spreadsheets and legacy systems

FinancialForce products:
Professional Services Automation

Splunk provides a big data platform for 18,500 global customers, including 91 of the Fortune 100. The company’s services team is tasked with helping customers get the most out of their investment in the company’s software. Previously, however, the team had relied on spreadsheets and disconnected systems to manage service engagements. Even after migrating to an earlier PSA system, which was not native to the Salesforce platform, consultants and project managers had to constantly switch between systems to manage service operations.

By adopting FinancialForce PSA, which is native to Salesforce, Splunk has been able to equip its professional services management team, operations team, internal consultants, and partner consultants with a single source of truth for project management. The result is end-to-end visibility across sales, services delivery, and finance. With the ability to analyze data across revenue, utilization, and resource demands by region, Splunk can now more effectively manage its global services business.

What makes FinancialForce PSA better?

Consistently ranked the best professional services automation software, FinancialForce PSA gives you unprecedented visibility into your business across sales, services, and finance. Keep projects on time, customers happy, and reports up to date–all on the leading business cloud platform from Salesforce.

Services as a differentiator
Services are critical to boosting win rates and customer satisfaction, expanding selling, and enabling renewals.

Customer value, delivered
Resource optimization translates to more time available to deliver more value-added services, delivering greater customer value.

Increased predictability
View accurate predictions of future performance for resources, services revenue, and services profitability.

Business health & transparency
Real-time view into services performance and KPIs enables quick and intelligent decision-making.

Empowered employees
Increased consultant productivity enables more time for value delivery, resulting in happier employees and lower attrition.

Services convergence
Access an improved resource pool for the full gamut of professional services, including managed, support, and field services.

FINANCIALFORCE

Ready for modern PSA?

FinancialForce offers customer-centric business applications on the leading cloud platform from Salesforce. We accelerate your business growth with the only modern ERP suite and the #1 professional services automation (PSA), enabling real-time insights and intelligent decision-making. See your customers in full color with Salesforce and FinancialForce.

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