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%
FranchiseOps
FranchiseOps enables you to manage all your complex franchise operations from the one system. Manage everything from onboarding and job management, through to billing and collecting feedback in the one place. 1. Operations - Manage all franchise operations including franchisee onboarding, training, compliance and territory management. 2. Franchisee Relationship Management - Managing the franchisor and franchisee relationship is essential for success. Through leveraging Salesforce, Franchise Cloud Solutions makes it easy to keep in touch with franchisees, track communications and monitor franchisee performance. 3. Franchise Billing - Franchise Cloud Solutions makes franchise billing simple through automating the billing process. 4. Job Allocation System - Franchise Cloud Solutions automates the process of allocating jobs, reducing manual handling and saving you time. 5. Franchisee Job Management System - Franchise Cloud Solutions simplifies the job management process for franchisees, while providing full transparency to the franchisor.
Top keywords
- franchise8×5.63%
- franchisee5×3.52%
- management5×3.52%
- billing4×2.82%
- cloud4×2.82%
- franchise cloud4×2.82%
- job4×2.82%
- job management3×2.11%
- operations3×
