SUCCESS PLANS

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

If you ever need help or have questions about your system, we make sure you get well-informed, proactive support from the FinancialForce team. Choose between two success plans: Standard and Premier. You can also chooose to customize your account with add-on services.

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.

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.

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

BenefitStandard SucessPremier Success
PricingIncluded*Contact AE/CSM
Access to Support12×524X7 (Standstill and Critical issues)
Support Response Time2 DayStandstill: 1 hours, Critical: 2 hours, Major Problem, Problem, Question: 6 hours
Community AccessCheckmarkCheckmark
Assigned Customer Success ManagerCommunity / Online onlyCheckmark
Assigned Technical Account Manager
Business ReviewsCheckmarkCheckmark (Quarterly)
Technical Review Sessions Year / w Tech CSM4
Training pack per yearCheckmark
Passes to Annual Customer Conference1
Named Support Contacts4Unlimited
Add-ons
Training Pack*
Add-ons
Technical Account Manager*
Training Pack*
PLAN DETAILSPLAN DETAILS
*Contact FinancialForce Customer Success Manager or Account Executive for details and pricing