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%
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- processes2×1.20%
- see2×1.20%
- services2×1.20%
- streamline2×1.20%
- time2×1.20%
BuilderTek for Salesforce
BuilderTek is a unique, custom, construction management, property management, software for builders, property managers, re-modelers and general contractors - built natively on Force.com. We have streamlined the core aspects of building a home in one, easy to use application. We feature a user friendly project task list that can be customized by you. The Task List generates daily schedules to ensure your project stays on time. BuilderTek provides storage of all "paperwork" with quick and easy access to view, email or print directly from your computer. Documents can be shared with your customers as well. Functionality Includes: • Project Scheduling • Reporting • Bid Management • RFI Management • Purchase Orders • Quotes • Invoicing • Project Calendars • Change Orders • Selections • Lien Management • Project Costs • Punch Lists • Photos Gallery • Account and Contact Management • Inspections • Integrates with Accounting Software • Documentation (BOX, Amazon SW3, Dropbox integration) • Labor Costs • Work Orders • Warranty • Listings, Closing, Offerings Accounting reporting such as AR, AP, WIP, etc.., by Project, Vendor, PO, Bid, Community, Region.
Top keywords
- management6×3.75%
- project6×3.75%
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- costs2×1.25%
- list2×1.25%
