FinancialForce PSA helps service organizations or project based businesses streamline and automate processes to effectively manage projects and portfolios of projects; billing and invoicing; time and expense management; sales collaboration; services handoff; and resource management to improve project success and increase profitability.
FinancialForce PSA takes a customer-centric approach that starts with opportunities and progresses through the hand-off between sales and services, through project delivery, billing and cash collections. It is embedded in Salesforce CRM, enabling sales teams to get real-time visibility into each project’s status, resource availability and project history. At the same time, consulting managers have visibility into the pipeline, so the right resources can be assembled at the right time and expectations can be met. And management benefits from a complete view of the business from beginning to end and top to bottom.