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.

learn more

Premier Success Plan

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

learn more

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.


Compare Success Plans

Benefit Standard Success Premier Success
Pricing Included *Contact AE/CSM
Access to Support 12X5 24X7 (Standstill and Critical issues)
Support Response Time 2 Day Standstill: 1 hours, Critical: 2 hours, Major Problem, Problem, Question: 6 hours
Community Access  Checkmark  Checkmark
Assigned Customer Success Manager Community / Online only  Checkmark
Assigned Technical Account Manager    
Business Reviews  Checkmark Checkmark (Quarterly)
Technical Review Sessions Year / w Tech CSM   4
Training pack per year    Checkmark
Passes to Annual Customer Conference   1
Named Support Contacts 4 Unlimited
Training Pack*
Technical Account Manager*
Training Pack*

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


Tap the power of the
Salesforce platform

Watch a short video demo on the only customer-centric ERP or the #1 PSA. Native to Salesforce.