FinancialForce Professional Services Automation (PSA)

Project management that allows you to grow revenue, improve margins, and deliver on promises.

Manage people, projects, customers, and financials all from a single app

Project management information flows between sales, services, and finance

Connect sales and services for better resource management and customer success

Get actionable insights across billings, backlog, utilization, and more.

Unlock customer insights: Get a consolidated view of every metric surrounding your customer

Kick off projects right from the CRM opportunity.

Manage projects and KPIs in any currency.

Customer and partner communities built into the solution.

Get the visibility to forecast, plan, and deliver the right resources.

Workspaces create a one-stop-shop for tasks and projects based on role.

Interactive Gantt lets you visualize project plans, dependencies, and timelines.

Project planners support multiple work breakdown structures for easy tracking.

See everything across services delivery and plan with confidence.

FinancialForce for Salesforce

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Starting at $35 USD per user per month FinancialForce Professional Services Automation (PSA) represents a significant TCO reduction when compared to traditional solutions-- contact FinancialForce for full pricing information

Rating

(115)

Latest Release

9/2/2021