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%
JobSuite - Project Management for In-House Creative Teams
Salesforce-Native Project Management Built Exclusively for In-House Creative Teams — Structured intake with configurable forms — requests arrive complete, with no back-and-forth — Native file annotation, review, and approval inside Salesforce — feedback in context, revisions tracked, approvals logged — Agentforce AI agents designed specifically for the creative team to — Campaign and project workflows built for creative operations — from intake through delivery, timesheets, and billing — Real-time dashboards and custom reports from live project data — subscribe leadership to automated metric snapshots — Creative requests flow from Sales Cloud directly into JobSuite — no manual handoffs, no duplicate data entry — Fully configurable without IT support — layouts, forms, and dashboards adapt as your needs evolve — Trusted by in-house creative teams at Disney, NBC, Universal, Epson, Love's, and Michigan State Request a demo at jobsuite.net or call 858-759-2558. We'll show you how JobSuite can be configured for your team's specific workflow.
Top keywords
- creative5×3.55%
- jobsuite3×2.13%
- project3×2.13%
- configurable2×1.42%
- creative teams2×1.42%
- dashboards2×1.42%
- data2×1.42%
- forms2×1.42%
