PSA Communities

Close interaction and collaboration with project stakeholders is critical for services companies. FinancialForce Communities—built on the Salesforce Platform—offers a branded and engaging experience for your customers and partners to collaborate without the need for another tool or complex integrations. Join us to see how communities can help you streamline and expand your business to deliver projects to happy customers on time and under budget. In this webinar, you'll learn how to:

  • Create project status reports and invoices
  • Offer self-service so customers can easily see project status updates
  • Provide detailed access to time card and expense submissions
  • Collaborate with clients and partners on project tasks and milestones
  • Enable partners to submit invoices, time, and expenses directly to the project


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