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%
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- processes2×1.20%
- see2×1.20%
- services2×1.20%
- streamline2×1.20%
- time2×1.20%
Kickboard - Digital Transformation Starter
Kickboard contains collaborative customer-centric design thinking activities sequenced to achieve objectives such as creating a vision statement and then define next steps to make it a reality. * Go far and wide on what ideas might have the most impact in the future. * As easy to use as playing one of your favorite board games with friends. * Use it over and over as business objectives change or across teams. How Kickboard Works * Each Swim Lane contains boards (i.e. activities) that are sequenced towards an objective. * Invite colleagues to work through collaborative boards that help you swim closer to an objective. * Use your shared objective to take the next steps in digital transformation. #BETTERTOGETHER * Use CSV2Salesforce to upload cards to a board (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000PGfMkEAL) * Add Drawings and Annotations to Swim Lanes (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MBaMwEAL)
Top keywords
- objective3×2.11%
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- activities2×1.41%
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- appxlistingdetail2×1.41%
- appxlistingdetail listingid2×1.41%
