FinancialForce Professional Services Automation (PSA)

Financial Force PSA is an Professional Services Automation solution that is based online in the cloud which exclusively integrated to the SalesForce CRM and SAAS product line. In the interest of transparency I've experienced their product demo and spent time with it but have not upgraded to their paid plans as of yet. Though I have researched several other similar platforms in the last few weeks and feel I can offer value in this regard. The features provided by Financial Force PSA are comprehensive. I like that you can manage so much in one place. Everything from your financials to projects, employees and customer can all be processed according to your best suited management metrics. While you can optimize this process in your business based on observing a set of quality analytics and reports in order to increase revenue and that's the goal so this is good. I like that your complete sales and support teams are working together seamlessly within the same dashboard using a completely transparent system where everything is available to everyone. While management can use centralized information that is actionable for people, projects, financials and customers, teams can collaborate from both departments which creates a effectively steamlined transition that enables better productivity post sales and into fulfillment and support. I get how using data already in SalesForce is the most practical reason to choose such a highly integrated enterprise resource planning solution. Your administrative costs go down by eliminating third parties while you're improving workflow efficiency without the need for CSV accounting and workarounds. There is significant leverage by having so much in your customer relationship management software. This PSA can help you maximize revenue is multiple ways which is always good. You can plan and communicate so much better across and between teams it's going to help you meet deadlines. I believe the time savings would be very noticeable. You can improve revenue also per employee with time that is billable by being able to analyze and improve performance. You can greatly increase utilization rates with increased overall centralization and optimization of key business drivers.

I can really appreciate the value that this software offers any business. I like the user interface by the demo it's relatively user friendly yet comprehensive in it's practical features which make complex processes much simpler. It's too bad this platform didn't have a cloud version available apart from SalesForce I believe it would do quite well.

This a really solid platform which helps align and coordinate your teams much more efficiently and in doing so places a greater focus on the customer and that's always a good thing. Your user experience is improved by having insight and visibility which helps everyone in your organization from sales reps who can close more deals through better productivity to consultants who have everything available at a glance, and project managers with an greater ability to plan and communicate across departments and executives with access to the analytic reports to help tweak and adapt the whole process for increase return on investment while placing the priority on the customer first. All together that's tremendous value and though I've not heard from the company as to the pricing yet I've just read it may be approximately $25 per user, per month. If that is accurate it's a serious investment yet relatively cost effective once adapted to enable your most optimized workflow for both the sales and support teams. Ultimately leading to the best experience for your customers which is how you grow your business. I would recommend this PSA as a solid consideration for one way to take your business growth and efficiency to the next level certainly.

I like that you can create new projects and set up milestones with ease.It integrates with Salesforce.com. I like that the transition from a deal to a project is easy and a smooth process.The resource management function is quite efficient.I appreciate the time tracking ability.The FinancialForce PSA customer service team is great and very responsive.

FinancialForce PSA is still maturing. It takes some time for to get upgrades in.It is more suitable for middle and large sized businesses. Sometimes it appears to me ''too flexible'' and makes it hard to choose or determine the right path for business. The interface could be improved, it is a bit limited and could use some more additional features.

The FinancialForce PSA platform enables companies to manage professional resources, customers, finances and projects. It utilizes the same data for sales, services and finances on the same system.The software is robust and flexible and it has multiple ways to do what you want it to do.It is best suited for companies with the standard customer or product requirements. If that's not the case, you will have to perform many customizations in order to collect and capture the correct data.FinancialForce PSA is faster and easier to use than any other PSA system I crossed paths with. It is definitely worth the try!

Services Automation (PSA)? Support for the unfinished projects is the most ideal component of this tool. Furthermore it can be used while using your mobile phone que includes to its leisure of use, helping you to tract and keep an eye on the projects you are working on lately with the software.Support for the unfinished projects is the most ideal component of this tool. Furthermore it can be used while using your mobile phone que includes to its leisure of use, helping you to tract and keep an eye on the projects you are working on lately with the software.

FinancialForce Professional Services Automation has nothing much to disfavor, However if there is something to be pointed in October Could be its sluggishness of generating information and data, the reason might be the enormous amount of data que we are trying to pull out in contrast to the documents i Usually withdraw, otherwise FinancialForce Professional Services Automation is an excellent system to use and run.

In the recent two years of passage utilization FinancialForce Professional Services Automation has improved and developed in the Significantly appreciatable Which amount; taste its excellence, Compared to other systems this is a mature software proposing remarkable potentials

The best part about FINANCIALFORCE PSA is that it is built from the platform force.com. Because of this flexibility and customizable features are anticipated. Managing of resources are also easily accomplished because the ease of us is integrated in the platform. Moreover, creation of projects are well made because of its robust platform.

Though there are not much to say about the worst part of this software FinancialForce PSA, there are still limitations when it comes to reporting. I hope that they could do something about it since this is one of the major things that users need to do from the software.

I can say that FinancialForce PSA is still a satisfactory software since it offers benefits of what the company needs in a customer service. If you are looking for a software on which you think can manage the resources that you have in your company, then this is one of the software that you should try.