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PROFESSIONAL SERVICES AUTOMATION (PSA)

FinancialForce Professional Services Automation Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with enterprise, multinational and mid-sized customers.

Select Customers

Avid, Akamai, Hewlett Packard Enterprises, Seagate, Lexmark

 

About FinancialForce Professional Services Automation

FinancialForce Professional Services Automation FinancialForce Professional Services Automation is a PSA software solution that works inside Salesforce to assist users with a variety of operations. Users can work with a number of tools to pull up information at an enterprise level, analyze business data and allocate resources to projects.

As the program runs and processes data, it can display all BI information in easily understandable graphs and summaries. For projects, the system can foster collaboration between different team members, allow users to communicate across social media channels and manage various project aspects. Lastly, FinancialForce Professional Services Automation can track all finances and show where each sale is at in its lifecycle.

About the Company

FinancialForce was founded in 2009 and is headquartered in San Francisco. The company puts out a number of Salesforce-based software solutions.

 

FinancialForce Professional Services Automation Key Features

  • SaaS PSA software solution
  • Works inside Salesforce
  • Shows all customer interactions and trends
  • All data is easily accessible and supports role-based access
  • Displays all open projects and their profitability
  • Users can collaborate and communicate with each other
  • Tracks all invoices, sales, budgets and other financial elements

 

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