Seamless integration of financial management and professional services

What are the best aspects of this product?

FinancialForce has boosted our company’s growth and expansion. We are a professional services company and we need to track spend management, resource availability, employee utilization and bill rate, project profitability, etc. FinancialForce helps us do all these and its integration with Salesforce gives our staff access to Salesforce functionalities. We are able to move smoothly through all stages from quote to financials, and our employees get complete visibility throughout the entire process. We use the dashboards and reports to consume and analyze the vital data we are tracking.

What aspects are problematic or could work better?

The vendor needs to refresh and improve heavily used user interfaces like those for time and expense entry. I am hoping the new Lightning experience will offer an improved user experience.

What specific problems in your company were solved by this product?

We were facing a big challenge as there was disconnect between financials, projects, and services. FinancialForce provides us integration which helps us to easily analyze resource utilization and project performance. The app is helping us to effectively manage company financials as well as project and unit margins.

Are you a current user of this product?

Yes