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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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 7.7

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

(1-13 of 13)
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Peter Morgan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Simplification of multiple operations within the business and easy scheduling and task management through FinancialForce PSA is effective and easy tracking multiple previous project activities is easy. Automation tools stability is good, and flexibility on services production and even the connection of customers with services providers is amazing and the development life cycle management is incredible.
Bernado Carlos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Powerful solution and excellent cost-effective solution with easy functional features and no serious training required to start the manipulation of the FinancialForce PSA tools. Reports are easily prepared and easy multiple data analytics production and the lead management and also project budgeting functionalities are excellent and very beneficial to the business growth.
Score 5 out of 10
Vetted Review
Verified User
PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.
Andrew Mishler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
This is well suited for managing your company's process of gathering expense reports. You should then be able to see reports using Salesforce that give you more information about your expense reports as your employees generate more. It may not be well-suited for smaller companies, who may be able to get by with a simpler platform.
Machell Enke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
FF PSA can be purchased as a "stand alone" force.com application or to be utilized with Salesforce (the platform). This gives companies the full quote to cash with project management life cycle. The application is extremely robust and this gives companies room to grow as they scale their business. PSA is perfect for companies who want to budget and forecast project and manage resources.
February 20, 2017

PSA all the way!

Score 9 out of 10
Vetted Review
Verified User
If you have a mid-sized services team, a tool like this is a must to see positive margins. A larger team might find more administrative pains but they have very large customers who have been implemented successfully. If you have an SFDC background, this is the easiest solution by far.
February 17, 2017

Financial Force PSA

Mike Jortberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It's a great fit for B2B professional services firms who also use Salesforce. The pre-built integration between Sales objects and the PSA objects makes deployment very fast. We did 1000 users in less than 5 months.
It's not a great fit for clients without Salesforce or who are relying on other CRM systems because you need to create extra integration points between your customer, consultant and project systems.
Angel Rigsby | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I think the best part of FF and PSA is that I'm able to track a sale from point of sale, to cost of production, create an invoice, and post the payment when we receive it--all in the same system. The only thing that is irritating is that we are unable to edit a posted invoice to fix an error.
Score 9 out of 10
Vetted Review
Verified User
FinancialForce PSA is well suited for any company that needs to actively manage service engagements and projects. One of the key benefits is that it can be used for a very small service engagement. e.g., a half day consulting request with a single resource or a very large project that spans several months many resources.
Luke Fitzwater | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It would seem to be well suited for an organization that has standard products/customer requirements. Our organization, however, creates customized solutions for our clients, which can be difficult to track using FinancialForce PSA. We have had to perform many customizations to FinancialForce PSA in order to be able to capture the correct data and report on that data.
Score 7 out of 10
Vetted Review
Verified User
Prioritize your integration points as different vendors are going to offer stronger integrations in certain areas (Financials vs. CRM) The software is robust and flexible and supports multiple ways to get things done. Standardize on best practices for common processes, i.e., resource management. Pick your user champions to help guide the process and drive adoption
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