Success Plans

You invest in us. We invest in you.
We're driven by customer success.

That’s why if you ever need help or have questions about your system, we want to make sure you get well-informed, proactive support from the FinancialForce team. We offer two types of success plans: Standard and Premier.

Our most successful customers take advantage of our Premier Success Plans, where you get a truly collaborative partnership with a team whose job it is to make sure you get the most out of the product, get issues resolved quickly and achieve a high ROI.

Standard Success Plan

The Standard Success Plan comes with your FinancialForce application subscription. These customers are go-getters who like to use online Communities to excel. They like to take online training and learn things on their own. They are very self-sufficient in running all aspects of our technology.

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Training
Training

Premier Success Plan

Our Premier Success Plan partners you with a Customer Success Manager (CSM) who will help you map out your goals and KPI’s and help you accomplish them by conducting regular business reviews. To help you take your usage to the next level, we’ll also give you 4 sessions annually with our Technical CSM. You’ll have access to one fundamentals class to be used throughout the year, to help you on-board and train new team members. You’ll also receive 1 free pass to our annual customer event. From a support perspective, you’ll receive an initial response to your most critical cases in 1 business hour.

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Add-on Services

In addition, for our Premier and Signature plans we created number of add-on services made available for purchase so you can truly customize your success plan to your needs. Please reach out to your Account Executive or Customer Success Manager to review any of these plans in more detail.

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Compare Success Plans

BenefitStandard SuccessPremier Success
PricingIncluded*Contact AE/CSM
Access to Support12X524X7 (Standstill and Critical issues)
Support Response Time2 DayStandstill: 1 hours, Critical: 2 hours, Major Problem, Problem, Question: 6 hours
Community Access  
Assigned Customer Success ManagerCommunity / Online only 
Assigned Technical Account Manager  
Business Reviews  (Quarterly)
Technical Review Sessions Year / w Tech CSM 4
Training credits per year *Contact AE/CSM
Passes to Annual Customer Conference 1
Named Support Contacts4Unlimited
  Add-ons
Technical Account Manager*
 PLAN DETAILSPLAN DETAILS

*Contact FinancialForce Customer Success Manager or Account Executive for details and pricing

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