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%
Project Management (Project, Audit, Invoice Management Solution) by Neilon
Project Management provides you with all that you need to manage your projects/jobs/audits effectively. Key features of the Project Management tool include: Customer Onboarding & Job Request Management Project Planning & Management Project Scheduling Job Service Management Job / Audit Management Resource / Staff Management Auditors & Coordinators Calendar Dashboard Add Calendar Notes for Users / Groups Invoice Management (Invoicing, Billing, Cost Tracking & Credit Notes) Define Set of Services for Jobs Create & Manage Job Requests for Coordination Team & Customer Send Quotation via Email Send Job Notifications Show Outstanding Invoices of Customers View & Download Invoices as PDF Email Invoices Automatic Invoice Reminders Record Payments of Invoices Multi-Currency Support Task Management Document Management Project Automation Using FLOWs Prepaid, EOM, Chargeable, Free, On-Site and Off-Site Services For Jobs/Audits Set Price Plans For Customers Manage Hotel, Transportation, and Other Travel Costs/Fees for On-Site Services Create Issues For Jobs / Audits Write Feedbacks For Jobs / Audits Create Corrective Action Plans for Jobs / Audits Reports & Dashboards
Top keywords
- management10×6.37%
- jobs6×3.82%
- audits5×3.18%
- job5×3.18%
- jobs audits5×3.18%
- project5×3.18%
- invoices4×2.55%
- management project
