Financial Force PSA
February 17, 2017

Financial Force PSA

Mike Jortberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with FinancialForce PSA

We use FF PSA to help us better understand customer needs, how we fit them and the operational aspects of staffing the projects. We have 1000 users who also use Sales Cloud and Pardot and Job Science to provide us an end to end "lead to project" and "Candidate to Consultant" lifecycle in one mobile solution.
  • Mobile dashboards for staffing operations
  • Resource searching to pair demand from sales teams to consulting capacity from our capabilities
  • Collaboration between on the ground consultants and business developers looking for great stories
  • The lightning user experience is not ready for novice users as of Feb 2017
  • The modules are very integrated which is great, but we are still using Changepoint for project financials which makes breaking Fin Force into modules more challenging
  • Reduced time to staff
  • Increased executive visibility to bench
  • Increased our visibility to more accurate customer needs and therefore our hiring demand
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.
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.

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