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
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
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