Salesforce CRM and FinancialForce PSA

Driving Service Performance Integration, Alignment and Optimization

A study of best practices, key performance indicators and recommendations for Saleforce CRM users selling and delivering professional services. The movement toward integrated CRM, PSA and Enterprise Resource Planning (ERP) has become essential for seamlessly converting opportunities into successful project engagements along with accurate time and expense capture for timely billing and revenue recognition. This integration figures prominently in optimizing operational effectiveness, by providing a 360-degree view of clients throughout all aspects of the client engagement and service delivery lifecycle.

Salesforce CRM Plus FinancialForce PSA - The Winning Combination

"SPI Research analysis showed that PSOs using Salesforce CRM in combination with FinancialForce PSA not only improved in client relationship management, but also in service execution and finance and operations. " "Firms using both Salesforce CRM and FinancialForce PSA on average delivered 14.8% net profit as compared to 11% for firms that do not use these solutions."

-SPI Research