One platform,
one truth

CRM transformed how companies do business. But CRM is only part of the picture. When all your apps are built on the #1 customer success platform, your teams are more nimble, your services are better, and you remove the cost of synchronizing transactions.

Live Demo: Customer-centric PSA

Tuesdays at 11am PT / 2pm ET

Live Demo: Business Suite

Mondays at 11am PT / 2pm ET

Salesforce Native Cloud Solutions


One platform, one truth

All your apps living on one platform means a single version of the truth. Compliance and audits are a breeze with automated audit trails, documentation and associated conversations. See what’s happening with a customer all in one central location.


Best practice data security

Your data and apps are protected within data centers certified to the highest industry-accepted standards for data security, privacy controls, and operational reliability. Benefit from comprehensive and rigorous privacy and security assessments.


End the endless approval process

Don’t let approval processes get bypassed or employees be slowed down. One common approval engine makes guidelines clear, employees happy and compliance automatic. Get an automated log of approval history and audit trails. And use point and click configuration to set it all up.


Chat. Cooperate. Collaborate.

Get social and break down the walls between departments. Chatter is an instant news feed for teams to share info, ask questions, update each other, and quicken response times. Perform actions without ever leaving your business feed.


The mobility of everything

Instant access to information whether you are in the office, home, or on the go. The Salesforce1 mobile app lets you see, and act on, all your business data, and communicate with coworkers and clients. Access CRM, ERP and custom app data on a single app.


Personalized dashboards and
trend analyses for everyone

With CRM, ERP and your custom app data all in one place you can get standard reports, customized reports, ad-hoc inquiries. Personalized dashboards and trend analysis are now for everyone. And use “Clicks not code” report creation and editing.


The power to combine, design, and refine

Using the Salesforce platform, move custom app data into your cloud database, and put it to work in your CRM and ERP apps for deeper, better reporting and analytics. Link custom data to get a full 360º view of your customers and employees.


Personalized, simplified, modern UX

Give your teams the speed, flexibility, and familiarity of the Salesforce Lightning Experience. Our modern UX will help you drive productivity, optimize operations, and build and deliver apps faster.

“With FinancialForce, we now have a fully automated snapshot of our customer portfolio. From the first opportunity, through all stages of a project our operational processes are now more streamlined and visible at a portfolio level. It has also empowered our project teams with customer contextualized information at their fingertips.”

Lori Williams, SVP, Global Customer Success, Traction on Demand

“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 Salesforce Einstein, 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

“By implementing FinancialForce, we now have the systems, processes, and data accuracy we need to accommodate new business growth.”

Alex Calder, Head of Finance, United Services Group

“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

FinancialForce for Salesforce

One platform, one truth

FinancialForce 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.