Looking for Professional Services Automation?
As a Professional Services organization, you find yourself juggling competing priorities from customers, Finance, Sales and executives. Customers are demanding deliverables which often require more time than expected. Finance is requesting up-to the minute project status and utilization rates. Sales wants to know what you’re delivering and when. Executives are pushing you to maximize billable hours.
Get a better grip on project profitability
Plan staffing in advance of booking the business
Get 360° view of your customers
You need to:
- Achieve more persistent profitability
- Balance the pressures of customer satisfaction, resource management, and profitability
- Improve visibility of your people, customers and projects
- Improve collaboration across sales, services and finance teams
- Peter Robson, Director of Strategic Alliances
Customer success story
With FinancialForce PSA you can!
FinancialForce Professional Services Automation allows you manage everything in one unified system directly within Salesforce CRM
FinancialForce PSA has helped HumanConcepts move our Professional Services organization from a country-specific team to a global team. Many features, such as time-tracking, billing, and project notes, are helping us to effectively communicate the current project status to the executive team, track projects running over budget, and keep our sales team aware of progress and issues encountered.
2-week Free Trial
Please read & agree to the Master Subscription Agreement (MSA) including the salesforce.com Platform Terms & Conditions
