FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to manage your people, customers, projects and financials in one integrated services management application.

1. FinancialForce Professional Services Automation™(PSA)
The #1 PSA App on the Salesforce Platform
FinancialForce Professional Services Automation™ (PSA) is a cloud-based
services solution that leverages the power of Salesforce CRM and the
Salesforce Platform to the benefit of services companies. Gain unprecedented
visibility into your business across sales, services delivery, and finance. Give
your team easy to use mobile and social solutions that keep projects on
time, customers happy and reports up to date. And do it all on one integrated
platform - Force.com.
Optimize your utilization with FinancialForce PSA
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 also harnesses the power of cloud computing and, more
specifically, the Force.com platform to finally meet the needs of professional services
organizations, offering…
• an end to unshared information and unreliable, time consuming, inconsistent
manual workarounds.
• an end to the fragmented communications between sales and services, improving
• project performance and eliminating revenue leakage.
• an end to the poor visibility that leaves management struggling both to know how
the business is really doing today and to anticipate what the future will bring.
The most recent PSVillage
Industry Benchmark shows
that 78% of the highest grossing
Professional Services Organizations
are using a Professional Services
Automation (PSA) solution.
We believe this is compelling
evidence for the need to automate
professional services operations.
Joe Longo
Vice President, PSVillage
Harness The World’s #1
Cloud Platform
Take advantage of modern, world class
systems and applications without the IT
costs and headaches, and get:
• Real time analytics from anywhere,
at anytime.
You get the benefits of native integration with Salesforce CRM and the scalability and
flexibility of the world’s leading enterprise cloud platform. And – just as thousands of
services companies have found by using Salesforce CRM – FinancialForce PSA focuses
your IT spending on applications, not technology management.
• Mobile device support for iPads,
Align sales, services and finance around the customer
• Customization and integration tools
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.
• Easy integration for your custom
Technologies for teamwork and social project management
The highly accessible salesforce.com cloud technologies offer ideal advantages for
services-based companies. For instance, the platform enables FinancialForce.com to
leverage a variety of mobile devices, customer portals, workflow engines, and analytic
tools that support a “people”-oriented business 24x7. This includes Chatter, the social
media application that brings Facebook-like collaboration functionality to project
delivery. It allows sales and project team members to create project chatter groups and
discussion streams that can help improve project performance.
One team, one solution, one view of the customer
What all this means for your team is better visibility into: the services pipeline; demand
on resources; target start dates; customer interactions; active projects; issues and
risks; billing details; and, best of all, a single view of the customer. And as Services
Performance Insight (SPI) has recently documented (see quote), companies that have
greater visibility achieve higher win-rates, utilization and services margins. Even better,
you get these top-line benefits while lowering IT costs, creating a scalable and flexible
foundation for future growth and profitability, with your customer at the center.
iPhones, Droids, Blackberries etc.
• Chatter, the social media and
collaboration tool for business.
to customize and link your systems.
and third party applications with
FinancialForce ClickLink™.
• Authorization workflow tools to
coordinate your entire company.
• A full range of development tools
to build your own app on the same
cloud in less than 1/5 the time.
• 1500+ complementary and
vertical applications listed on the
AppExchange that integrate with
FinancialForce.com and salesforce.
com applications.

2. FinancialForce Professional Services Automation (PSA)
The #1 PSA App on the Salesforce Platform
Salesforce.com customers that are looking for a
Professional Services Automation solution should
absolutely have FinancialForce.com on their list of products
to consider. The ability to streamline work processes
across sales and services is just too good to pass up.
Prospective customers that are not yet using salesforce.
com are also encouraged to look at FinancialForce.com
if they are considering a move to the cloud.
Christine Dover
Research Director, IDC Enterprise
Applications and Digital Commerce Research
Sales Collaboration – sales and services synergy
Projects & Portfolios – get the whole picture
• One system, end to end on Force.com.
• Region, Practice, and Group portfolio management.
• Share the same customer account object.
• Real time roll-ups of utilization, cost, and revenue.
• No more siloed data.
• Visual dashboards and forecasting tools.
• Sales visibility into customer projects.
• Backlog tracking.
• Service visibility into opportunities and resource requests.
• Project governance.
Services Handoff – be proactive, start projects the
right way
• Services forecasting.
• Project status reporting and alerts.
• Eliminate unnecessary re-keying and system interfaces.
Time & Expense Management – intuitive, automated
and efficient systems
• Proactively plan resources and schedules.
• Fast, single-click timecard entry.
• Involve the services team in the sales cycle at the right time.
• Mobile time and expense entry for iphone or android.
• Resource requests and soft booking of resources.
• Delegated time & expense entry.
• Convert opportunities into projects in a click.
Resource Management – put the right people on the
right projects every time
• All resource details tracked in one location.
• Team visibility to scheduling and assignments.
• Intuitive views into availability and capacity.
• Flexible approvals and routing.
• Missing timecard alerts, based on region or practice.
• Expense limits & rates.
• Multicurrency expense.
• Secure, branded portal for vendor T&E entry.
• Skills & certifications matrix.
• Skills catalogs and capacity planning.
• Multiple work calendars.
• Ability to do charge-backs.
• Effective dating.
FinancialForce.com delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the
applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain
Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and
headquartered in San Francisco, FinancialForce.com is backed by UNIT4 and salesforce.com.
To find out more about FinancialForce solutions, please contact us at:
www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce
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