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.
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- project3×1.81%
- billing2×1.20%
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- financial2×1.20%
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Rellex • Project and Release Management Made Easy •
Rellex was born out of our years of consultancy experience on the Salesforce.com platform. We all experienced the strong and weak points of a standard Salesforce.com deployment. Creating changesets and adding your developed components is not always a walk in the park. If you have a small number of components, then change sets often work fine. But if you have quite a lot, then it can get cumbersome to manage a successful deployment. In all projects you need to capture requirements, analyse them and execute them. Some projects can take up to a couple of months to complete, remembering what metadata you changed in the first requirement is often a challenge when you need to deploy a complete sprint. This is where Rellex comes in. Rellex combines project management with release management in Salesforce. You can track all your requirements and at the same time track what metadata was changed for each requirement. When you are ready to deploy the changes to another environment, you can simply select which requirements you want to deploy. No need to compose a changeset, the metadata is already linked to your requirements and Rellex uses this information to prepare your deployment.
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- deploy3×1.51%
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