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%
Resource Hero
Is Resource Hero the right fit if you? If you answer “yes” to one or more of these questions, you should call us: • Do your employees typically work on multiple projects and multiple customers? • Is all your resource forecasting, time tracking and project management spread out over several tools and spreadsheets? • Are you unable to confidently say how busy each member of your team will be, weeks and months from now? • Are you finding other tools too expensive, overblown, or inflexible for your needs? • Are you inadequately equipped to use reports from past work to improve the accuracy of future work? • Do you find your people are sometimes overworked and other times underutilized, and wish you could balance the workload? • Are you making staffing decisions based on hunches, and gut-feeling without the use of any quantitative data?
Top keywords
- work3×2.19%
- multiple2×1.46%
- resource2×1.46%
