Gain unprecedented visibility into your business across sales, services, and finance with Professional Services Automation software. Keep projects on time, customers happy, and reports up to date – all on the #1 cloud platform from Salesforce.
RESOURCE MANAGEMENT
With FinancialForce Professional Services Automation software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.
SALES ENGAGEMENT
FinancialForce Professional Services Automation software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project transformation, and trustworthy revenue and resource forecasts based on a complete picture of your business.
PROJECT MANAGEMENT
Powerful and collaborative, FinancialForce Professional Services Automation software keeps projects on task, budgets in line, and all stakeholders informed. See what’s happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.
PROJECT FINANCIALS
Access comprehensive project-related financials anytime with Professional Services Automation software – including revenue, bookings, backlog, billing, budgets, and rate realization – and quickly make adjustments as needed without driving up administrative costs.
Lori Steele, EVP, Global Professional Services, Salesforce
Thom O’Connor, VP of Services, Elastic
Toni Pavlovish, Vice President Global Services, Splunk
Adam Jones, Strategist, HPE Pointnext Services Delivery
Tammy Godin, Director, North America Professional Services, Imprivata
FinancialForce gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.
