Salesforce CRM and FinancialForce PSA

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Download the Whitepaper

Salesforce CRM and FinancialForce PSA

A leading integrated solution for service organizations

An Opportunity to Improve Professional Services Performance

A study of best practices, key performance indicators and recommendations for Saleforce CRM users selling and delivering professional services.

"While salesforce.com users are generally more productive there is a significant opportunity to make additional performance improvements by integrating CRM, Professional Services Automation (PSA) and Financial Management. In today’s complex, solutions-based world running sales and service delivery as disconnected silos is no longer a viable option."

"The true power of CRM for service organizations can only be realized when it is integrated with PSA. Traditionally this integration has been an area of vulnerability for salesforce.com users because the application has been sold stand-alone."

"Service Performance Insight’s research proves beyond the shadow of a doubt that integrated CRM and PSA provide the winning foundation for today’s service organizations."

Source: Services Performance Insight (SPI)

Want to find out more? Download this whitepaper to learn:

Benchmarks and key performance indicators of Salesforce CRM user that sell and deliver professional services
Comparisons of other CRM suppliers
How Salesforce CRM users can sell and bill more services
How CRM and PSA integration plays a critical role in improving a services practice