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%
Prioritization Helper - Score records in any Object. 14-Day Free Trial
Prioritization Helper is a tool to help enable your critical business decisions. And it’s better than sending out a poll or holding a real-time vote because the truth is, people are imperfect beings. With Prioritization Helper, teams can easily reach a consensus, or prioritize their objectives in order of importance while understanding how a decision was made. For teams now working remotely, Prioritization Helper can help users collaborate on business objectives from home. Use the "Get It Now" button on the top of the page to initiate a no obligation, 14-day free trial. Example Use Cases: -Software selection -Prioritizing RFP/RFI responses -Lead Scoring -Hiring a new employee -Ordering IT Cases -Choosing events to sponsor Features: -100% Salesforce Native -Supports both Salesforce Classic and Lightning Experience -Uses the Analytic Hierarchy Process (AHP) or points-based scoring systems to reduce cognitive biases -Invite stakeholders who may or may not have access to Salesforce -Save evaluation result to Salesforce Files, or directly download the result as a PDF -Prioritize records in any Object without coding using Value or Matrix Scoring
Top keywords
- salesforce4×2.25%
- helper3×1.69%
- prioritization3×1.69%
- prioritization helper3×1.69%
- scoring3×1.69%
- business2×1.12%
- cases2×1.12%
- now
