FinancialForce PSA

FinancialForce PSA

Score 8.3 out of 10
FinancialForce PSA

Overview

What is FinancialForce PSA?

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works natively with...
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Recent Reviews

PSA all the way!

9 out of 10
February 20, 2017
The professional services team uses FinancialForce PSA to track time, forecast time, manage projects, escalations, and maximize …
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Popular Features

View all 18 features
  • Team Collaboration (11)
    9.0
    90%
  • Resource Management (10)
    9.0
    90%
  • Gantt Charts (10)
    9.0
    90%
  • Scheduling (10)
    9.0
    90%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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What is FinancialForce PSA?

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

What is Procore?

Procore is a project management software designed specifically for the construction industry. Procore is cloud-based and allows unlimited users per instance, so that construction team members and stakeholders can all access project information and documents.

What is Planview ProjectPlace?

Projectplace is a collaborative work management solution. The vendor says the product is built with teams of all sizes and complexity in mind, from virtual teams of five to entire global enterprises with tens of thousands of active users. It is also designed to incorporate waterfall and agile…

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Product Demos

FinancialForce PSA
01:29
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

9Avg 7.8

Professional Services Automation

Features that support professional services organizations

9Avg 7.7
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Product Details

What is FinancialForce PSA?

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works natively with Force.com, it utilizes the same data for sales, services and finance on one system.

FinancialForce PSA Video

FinancialForce PSA Competitors

FinancialForce PSA Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Security

Frequently Asked Questions

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works natively with Force.com, it utilizes the same data for sales, services and finance on one system.

OpenAir PSA, Projector PSA, and Upland PSA are common alternatives for FinancialForce PSA.

Reviewers rate Task Management and Resource Management and Gantt Charts highest, with a score of 9.

The most common users of FinancialForce PSA are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews

(1-7 of 7)
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Score 5 out of 10
Vetted Review
Verified User
PSA comes with a lot more data and reporting capabilities than were available at the time we switched from BigTime IQ. You get more features and functions with PSA, but the user interface is much much more difficult than BigTime. It was a fairly big trade-off to get more data and increase user accountability vs. a clean and simple tool that was easy to understand and use.
Machell Enke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
February 17, 2017

Financial Force PSA

Mike Jortberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Pre built integration to Salesforce and ability to scale was important to us. We found others had far less integration to Salesforce (one competitor showed us a one button batch record transfer and called it an integration). We also think the mobile capabilities compared to NetSuite's system was far superior because Fin Force leverages Salesforce's 1 App.
Score 9 out of 10
Vetted Review
Verified User
We were previously an OpenAir customer. The key reason for moving to FinancialForce PSA was the very tight integration with Salesforce.com. Salesforce.com is a core system at our company, the fact that FinancialForce PSA was built on the force.com platform made it very easy for us to integrate FinancialForce PSA with our other Salesforce.com applications.
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