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%
Precursive OBX - Customer Onboarding, Implementation & Project Management
GET CUSTOMERS LIVE FASTER — ONBOARDING BUILT 100% ON SALESFORCE. Precursive turns customer onboarding into a fast, repeatable, revenue-driving process — so customers reach value sooner and your team scales without adding headcount. 100% Salesforce-native, so onboarding runs where your customer data already lives, with no integration gaps or handoff delays. Onboard faster, every time ✔️ Optimized handover from sales to onboarding — no dropped context ✔️ Tailored onboarding plans created instantly from repeatable playbooks ✔️ Project automation, task management, milestones & dependencies ✔️ Automated scheduling against a baseline to keep every onboarding on track Total visibility, start to finish ✔️ Pre-built dashboards & real-time performance reports ✔️ Project status and all tasks at a glance ✔️ Kanban, plan, calendar & table views with drag-and-drop ✔️ Project hierarchy to prioritize what matters Keep customers engaged and aligned ✔️ Real-time customer collaboration & external plan sharing ✔️ Instant team-sharing from any location Perfect for Client Onboarding, Product Onboarding and Partner Onboarding.
Top keywords
- onboarding9×6.29%
- customer3×2.10%
- customers3×2.10%
- project3×2.10%
- 1002×1.40%
- faster2×1.40%
- keep2×1.40%
- plan2×1.40%
