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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FinancialForce

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Dec 7, 2021 | 9 am PT

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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.

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SALES 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.

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PROJECT 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.

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FORECASTING

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

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Native to 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.

Explore the benefits of being native on Salesforce
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