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%
Freight Transportation Manager, TMS for Carriers, Brokers, Shippers, Dispatchers
Your dispatchers shouldn't need 6 tabs to move one load. FTM puts dispatch, tracking, load boards, and invoicing into one Salesforce screen. ✓ Carriers — Live GPS, automated check-calls, auto-invoicing on delivery ✓ Brokers — Post to DAT, match carriers, update customers — inside FTM ✓ Shippers — Real-time visibility from pickup to delivery, in your Salesforce org 100% native — not a bolt-on. No middleware, no duplicate entry, no extra IT. • AI-powered LTL matching and bid scoring • One-click BOL, invoice, and rate confirmation generation • DAT, Truckstop, TForce, Trucker Tools, and Azuga integrations • Driver and carrier self-serve portals • Real-time dispatch console with route optimization • Custom dashboards and reports — no BI tool needed No contract. Cancel anytime. We'll have your team dispatching live loads inside FTM within 14 days — or your first month is on us. Trusted on 5 continents since 2016.
Top keywords
- ftm3×2.26%
- carriers2×1.50%
- dat2×1.50%
- delivery2×1.50%
- dispatch2×1.50%
- inside2×1.50%
- inside ftm2×1.50%
- live2×1.50%
- load2×1.50%
