Cloud Professional Services (PSA) on Salesforce

Cloud Professional Services Automation (PSA) gives you the visibility and power to drive revenue growth, improve margins and deliver on your promises.

See things from your perspective

Cloud Professional Services Automation features


A window to connect your resources and projects

See who is working where and when. Edit schedules by the day, week or month with a click. Resolve staffing situations before they become problems. Resource and project planners make managing a breeze.

  • Schedule the right people onto the right projects at the right time
  • Manage resource utilization quickly and easily
  • Focus on project profitability while improving your project discipline
  • Engage resources, customers, and partners to drive project success


Connect Sales and Services for better resource management and customer satisfaction

Get deep visibility into your sales pipeline and be ready with the right resources.

  • Spot your future talent needs sooner with demand visibility from Salesforce CRM, balance resource supply in PSA, and manage the recruitment cycle in HCM: Peoplecasting®
  • Engage services earlier to provide more accurate pricing, clearly defined customer expectations and higher win rates
  • A seamless transition from closed opportunity to project initiation sets the project and your team up for success



Experience enterprise class scalability

FinancialForce Professional Services Automation Software (PSA) helps hundreds of professional services businesses worldwide increase profits and delight customers.

  • Break down silos and open up information flow between sales, services and finance
  • Get scalable applications that run on one platform
  • Put everyone to work together on one powerful, social, mobile system


Explore Cloud Professional Services Automation

G2 Crowd Ranks FinancialForce PSA #1 solution in the market

G2 Crowd’s Winter 2017 Professional Services Grid Report reveals the top performing PSA solutions and why. Read how customer satisfaction ratings and market presence results all point to FinancialForce PSA as the ONLY leader in the market.


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Professional Services Automation (PSA) Resources