FinancialForce Professional Services Automation (PSA)
PROJECT MANAGEMENT NATIVE TO SALESFORCE Schedule the right people on the right projects at the right time. Edit schedules with a click and see how you need to drive recruitment. Slack integration streamlines communication and time/expense approvals. FULL VIEW OF PROJECT FINANCIAL HEALTH Comprehensive financial views with risk notifications enable swift adjustments prior to customer impact. STREAMLINE THE COMPLETE SERVICES LIFECYCLE Automate and streamline processes across every aspect of your services business from sales, through delivery, billing, renewal, and revenue recognition. FORECASTING, REPORTING, & ANALYTICS Get the data you need, see the future, and plan with confidence across actuals, Expenses, scheduled assignments, milestones, resource requests, Backlog, & more. BUILT-IN COMMUNITIES Share and submit all project information – documents, billing, planners, etc. - with clients and partners in real-time. Everyone stays in the loop. WHY SYSADMINS LOVE IT It's native to the platform! Get clicks not code customization and integration, one toolset to master, unified data set, and the same processes, workflow, and security you have come to love.
Top keywords
- project3×1.81%
- billing2×1.20%
- data2×1.20%
- financial2×1.20%
- integration2×1.20%
- love2×1.20%
- native2×1.20%
- processes2×1.20%
- see2×1.20%
- services2×1.20%
- streamline2×1.20%
- time2×1.20%
iTools Delegated Tasks Management
iTools Delegated Tasks Management provides the help you need to stay on top of tasks you have assigned to others. Some of the powerful features included in this iTools are: - Receive an email when a delegated task is completed or modified. - List of all tasks you have delegated in an easy to access Tab and/or Home Page Component. - Email reminders of upcoming task. - Email notifications when tasks are overdue. - Assign tasks to Contacts (people inside and outside of your organization). - Tracks the number of days (work and calendar) required to complete each task. - Ability to assign tasks to a group / department / business function. Each iTool uses our powerful Configuration Management technology to activate individual features and configure system behaviors to meet the specific needs of your organization, profiles, or individual users. Addresses many of the ideas on the Idea Exchange including: - Notification when Assigned / Delegated Task is Completed - Allow Task(s) to be assigned to a Queue - Really assign one task to multiple users - Email a Task Reminder Versus just a Pop Up Window
Top keywords
- task7×3.76%
- tasks6×3.23%
- delegated4×2.15%
- email4×2.15%
- assign3×1.61%
- assigned3×1.61%
- assign tasks2×1.08%
- completed2×1.08%
