FinancialForce Professional Services
Automation (PSA) enables you to
manage your people, customers,
projects and financials in one integrated services management application.
FinancialForce Professional Services Automation (PSA) enables you to manage your people, customers,
projects and financials in one integrated services management application.
Manage Sales and Services
in one system - Salesforce CRM
Create projects directly from opportunities - even before the opportunity has closed Create projects directly from opportunities - even before
the opportunity has closed
Plan staffing in advance of booking the business
Use project templates to standardize on roles and milestones
Projects link to opportunities and accounts.
Sales has visibility into PSA projects and is notified of project issues in real time
The services team has early visibility into opportunities, sales teams, and SOWsCreate projects directly from opportunities - even before
the opportunity has closed
Plan staffing in advance of booking the business
Use project templates to standardize on roles and milestones
Projects link to opportunities and accounts.
Sales has visibility into PSA projects and is notified of project issues in real time
The services team has early visibility into opportunities, sales teams, and SOWs
Professional Services Automation
all in Salesforce
© 2011 FinancialForce.com. All rights reserved.
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.
- Peter Robson, Director of Strategic Alliances, HumanConcepts
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. - Peter Robson, Director of Strategic Alliances, HumanConcepts
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