PROFESSIONAL SERVICES AUTOMATION
See your projects and people
in full color
Gain unprecedented visibility into your business across sales, services, and finance with Professional Services Automation software. Keep projects on time, customers happy, and reports up to date - all on the #1 cloud platform from Salesforce.
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Professional Services Automation
RESOURCE MANAGEMENT
Connect your people and projects
With FinancialForce Professional Services Automation software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.
Watch DemoSALES ENGAGEMENT
Perfect the sales-services handoff
FinancialForce Professional Services Automation software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project transformation, and trustworthy revenue and resource forecasts based on a complete picture of your business.
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PROJECT MANAGEMENT
Deliver deep visibility
and collaboration
Powerful and collaborative, FinancialForce Professional Services Automation software 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.
Watch DemoPROJECT FINANCIALS
Get a full view of project
financial health
Access comprehensive project-related financials anytime with Professional Services Automation software - including revenue, bookings, backlog, billing, budgets, and rate realization - and quickly make adjustments as needed without driving up administrative costs.
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TIME & EXPENSES
Submit time and expenses
anytime, anywhere
Highly configurable and intuitive, FinancialForce Professional Services Automation software makes it easy for services teams to complete a variety of tasks and submit time and expenses from any device.
Watch DemoFORECASTING
Full lifecycle services forecasting
Utilize Professional Services Automation software to get flexible revenue and billings forecasting across both projects and opportunities with configurable reporting and business rules.
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Featured PSA Customers
View More Customer Stories
“We run our entire business on Salesforce and the FinancialForce PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.”
Lori Steele, EVP, Global Professional Services, Salesforce
“It is important for us as a growing business to have FinancialForce. There are plenty of applications we’ve outgrown but FinancialForce continues to be the backbone of our services.”
Thom O'Connor, VP of Services, Elastic
“Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly running smoothly in the new normal. This would not have been possible without the flexibility that FinancialForce and Salesforce provided.”
Toni Pavlovish, Vice President Global Services, Splunk
“With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we're going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Tableau CRM, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.”
Adam Jones, Strategist, HPE Pointnext Services Delivery
“We live and breathe FinancialForce PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.”
Tammy Godin, Director, North America Professional Services, Imprivata
“FinancialForce is the crux of our professional services organization. As we've scaled our Professional Services team, it's the easiest way for us to digest updates and interact with all the projects that are going on. Not only has it helped our customer experience reporting, but it's also helped our financial planning teams to understand how many people they should budget for throughout the rest of our year.”
Ryan Whitney, Operations Manager, Customer Success, Benchling
FinancialForce for Salesforce
One platform, one truth
Professional Services Automation gives you a complete, customer-centric view of your business on the world's #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.
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