PROJECT MANAGEMENT FOR SALESFORCE

Streamline project management with the #1 PSA solution on Salesforce

Is your company looking to improve project management?
Watch demo

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:
project management for Salesforce

2X


Increase in project creation

86%


Faster utilization calculations

24/7


Real-time project statuses