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%
CRM Apps Lab™ Helper for Quote List Views
Product code Roll-up for Quotes makes two new fields (called 'Quote Product Codes' and 'Quote Product Codes (Short)' available to add to a quote page layout. Each time that the quote is edited or an quote line item added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.
Top keywords
- product7×4.38%
- codes4×2.50%
- field4×2.50%
- character3×1.88%
- code3×1.88%
- crm3×1.88%
- product code3×1.88%
- product codes3×1.88%
- quote3×1.88%
