PROFESSIONAL SERVICES CLOUD
Increase profitability & customer satisfaction with the #1 PSA app
Gain unprecedented visibility into your business across sales, services, and finance with the #1 Professional Services Automation software from FinancialForce. Keep projects on time, customers happy, and reports up to date–all on the leading business cloud platform from Salesforce.
The Ultimate Guide to FinancialForce PSA
Recognized as a clear Leader for both the Enterprise and Mid Market by G2,
learn more about FinancialForce Professional Services Automation.
PROFESSIONAL SERVICES CLOUD FOR SALESFORCE
+143%
Avg YoY PS revenue growth
+4%
Average increase in utilization
+39%
Average win ratio
Resource Management
Connect your people and projects
With FinancialForce PSA, you 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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Sales Engagement
Perfect the sales-services handoff
FinancialForce professional services automation software empowers sales teams with real-time visibility into project status, resource availability, and project history, and gives consulting managers deep visibility into project pipeline, so they can always have the right resources ready.
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Services Community
Keep customers and partners in the loop
Optimize your partner and customer interactions with Services Community. Share project information and status updates, collaborate from any device, and communicate in real-time with Salesforce Chatter.
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Project Management
Deliver deep visibility and social collaboration
Powerful, social, and mobile, FinancialForce PSA 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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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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Time & Expenses
Submit time and expenses anytime, anywhere
Highly configurable and intuitive, FinancialForce PSA makes it easy for teams to complete administrative tasks and submit time and expenses from any device.
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SERVICES REVENUE MANAGEMENT
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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SERVICES ANALYTICS
Forecast business growth with confidence
Get real-time dashboards, reports, list views, and tools tailored to provide exactly the information you need, powered by Einstein.
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SERVICES REVENUE MANAGEMENT
Automate revenue recognition, achieve financial transparency
Automate the entire revenue recognition process — from data collection to simple time card submissions to the most complex completion milestones and compliance concerns. Avoid the expensive mistakes that can affect the bottom line and obscure your financial judgement.
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FinancialForce is the top installed PSA
Trusted by customers big and small
Because FinancialForce is native to Salesforce, we knew PSA was the right choice. We are now onboarding Service Cloud for all of our support engagements. FinancialForce really helps to give us a full 360° on our customer engagements.”
Ryan Whitney Operations Manager, Customer Success, BENCHLING
