FinancialForce Services Automation
Increase profitability & customer satisfaction with the #1 PSA app
FinancialForce Professional Services Automation (PSA) leverages the power of Salesforce CRM and the Salesforce Platform. Gain unprecedented visibility into your business across sales, services delivery, and finance. Keep projects on time, customers happy and reports up to date–all on one integrated platform.
Professional Services Automation (PSA) Software for Salesforce
+143%
Avg YoY PS revenue growth
-23%
Average discount
+39%
Average win ratio
Resource Management
A window to connect your people and projects
Schedule the right people onto the right projects at the right time and always know who is working where and when. With FinancialForce PSA, you can edit schedules with a click and resolve staffing situations before they become problems.
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Sales Engagement
Perfect the hand-off between sales & services
Empower sales teams with real-time visibility into each project’s status, resource availability, and project history. Provide consulting managers with deep visibility into the pipeline, so the right resources are ready at the right time. Connect sales and services and everybody wins.
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PSA Communities
Where you keep everyone in the loop
Optimize your partner and customer interactions with PSA communities. Share project related information and status updates. Collaborate from any device on project related documents. Communicate in real-time with built-in social tool, Chatter.
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Project Management
Delivers deep visibility and social collaboration
Powerful, social, and mobile these tools will help keep projects on task, budgets in line, and all stakeholders informed. See what is happening across the entire service practice, including project status, resource demand, customer interactions, risks and more.
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Project Financials
Full view of project financial health
Access a comprehensive financial view related to all your projects at any time and make swift adjustments as they’re needed. Get anytime access to project-related financial data - revenue, bookings, backlog, billing, budgets and rate realization.
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Time & Expenses
Make it easy, make it personal
Highly configurable and easy-to-use, we make it easy for teams to complete administrative tasks, submit time, submit expenses, from anywhere, anytime.
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Billing & Revenue Recognition
Keep the cycles moving and the revenue accurate
Automate and streamline processes across every aspect of your services business from sales, through delivery, billing and rev rec.
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Dashboards & Reporting
Get the data to plan with confidence
Real time dashboards, reports, list views and tools — all easily tailored to provide exactly what you need to know. Get complete visibility of the information in the formats you prefer.
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Revenue Recognition & Forecasting
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's real-time dashboards help ensure that the right people are assigned to the right projects—every time.
Patrick Kearney, VP Professional Services
Lexmark
Do even more by combining your PSA with the #1 accounting solution built on Salesforce.
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Services Automation native to Salesforce
Built on the Salesforce Platform, FinancialForce gives you a customer-centric view of your business. Professional Services Automation for:
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