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%
FinancialForce Services CPQ (Configure, Price, Quote)
ESTIMATING Balance costs, revenue, and margins to produce commercially attractive services estimates. Model resources, prices, discounts, and expenses to deliver the best result for you and your customer. SPEED, EFFICIENCY, EXPERIENCE Automatically produce services estimates using best-practice templates and previous estimates to leverage business knowledge. Use guided scoping (scope projects through series of questions) for speed and consistency. RAPID PROCESSES Initiate services estimates directly from an opportunity. Apply critical data automatically without duplication and create projects instantaneously from successful bids. MATCH CAPACITY & DEMAND Ensure delivery capacity to successfully complete the work and proactively plan and forecast resource levels to prepare teams for future demands. CONTINUOUS IMPROVEMENT Feed back actual performance of quotes into your templates, using ‘bid vs did’ analytics, for continuous improvements.
Top keywords
- estimates4×3.25%
- services3×2.44%
- services estimates3×2.44%
- automatically2×1.63%
- capacity2×1.63%
- continuous2×1.63%
- produce2×1.63%
- projects2×1.63%
- speed2×
