PROJECT MANAGEMENT FOR SALESFORCE

Streamline project management with the #1 PSA solution on Salesforce

Is your company looking to improve project management?
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FinancialForce Professional Services Automation (PSA) is the #1 Salesforce-native PSA empowering services organizations to manage projects, customers, partners, and financials from a single, unified system on Salesforce. By connecting your PSA to your CRM, you can see everything that’s happening across services delivery, including project status, potential risks, resource demand, customer interactions, and more.

Watch the project management demo to learn how to:

Get full pipeline, project, and resource availability
Speed up project creation and get deeper project insights
Improve sales and services handoff
Make data-driven decisions with embedded analytics
Empower road warriors with built-in mobile and social
Get a complete view of project financial health

Powerful business results with FinancialForce PSA:
Salesforce project management

2X

Increase in project creation

86%

Faster utilization calculations

24/7

Real-time project statuses

What makes project management better with FinancialForce?

Unlike other PSA systems, FinancialForce extends the value of your existing Salesforce applications, including CRM, CPQ, and Einstein. Consistently ranked the #1 professional services automation software, FinancialForce PSA gives you unprecedented visibility into your business across sales, services, and finance. Keep projects on time, customers happy, and reports up to date–all on the leading business cloud platform from Salesforce.

It’s about the customer
Great project managers excel at managing customer expectations and communicating with them throughout the process. They also keep close oversight on client tasks that are critical to the project. FinancialForce PSA provides a range of options to help you communicate with your customers and include them as part of the project, ranging from portal access, customer communities and automated status reporting.

Manage project tasks collaboratively via customer portals

Provide customized and detailed status reports automatically

Create customer or project communities to work more socially

Social Collaboration
Native to the Salesforce platform, FinancialForce PSA includes support for Chatter collaboration tools right out of the box, allowing services teams to share insights, attach documents, or note anything related to a project.

Share info in real-time

Bring collaboration functionality to project delivery

Create project groups and discussion

Support all your mobile devices

One team, one tool
Companies with greater project visibility achieve higher win rates, utilization, and services margins. With sales, services, and finance teams all using Salesforce-native systems, you’ll get better visibility into services pipeline, resource demand, and other critical project data.

One click to create the project from the opportunity — with all relevant information

Leverage sophisticated project templates to save time, ensure a consistent delivery methodology and set the project up for success

Get traceability from the customer to the opportunity to the project all in one place

PSA Communities
Optimize your customer and partner interactions with PSA Communities. As your project management hub, PSA Communities lets you share project-related information and status updates, get time and expenses entered straight into the system, and keep track of critical financial data.

Connect to Salesforce Chatter for real-time updates

Collaborate from any device on shared documents

Customize for a completely branded experience

Salesforce project management
Natively built on the Salesforce platform, FinancialForce PSA gives you the scalability and flexibility of the world’s #1 cloud platform. So instead of maintaining your IT stack, you can focus on serving customers and growing the business.

Enjoy a sleek, easy-to-use, and secure user experience

Tap into AppExchange, the world’s leading business app marketplace

Leverage the future of reporting and analytics with Salesforce Einstein