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FinancialForce PSA REVIEW

Project Management Software

9 user reviews
USER SATISFACTION 100%
OUR SCORE 8.6

What is FinancialForce PSA?

FinancialForce PSA is a powerful, cloud-based Professional Services Automation (PSA) platform that integrates powerful business automation tools with the best cloud computing platform on the market, Force.com. A number of the most successful professional service organizations in the industry today use FinancialForce PSA to facilitate increase utilization rates, improve revenue per billable employee, finish more projects within schedule, and gain an overall competitive advantage.

FinancialForce PSA offers a single, cloud-based environment for both sales and service teams so they can function seamlessly and together. Offering users with a 360 degree view of their customers, projects, and receivables, this platform allows processes to flow unhindered from sales into service, while maintaining complete visibility for everyone into the entire project life cycle.

You may want to also read our FinancialForce reviews which discuss another useful product from the FinancialForce stable.

Overview of FinancialForce PSA Benefits

  • Manage your employees, customers, projects and financials in one integrated services management application.
  • Increase revenue, improve resource management metrics and optimize project profitability.
  • Access to insight and tools needed to adjust all your operating levers to move the needle on utilization.
  • Brings all the information together so you’ll know exactly where your project financials stand at anytime.
  • Help your teams work more collaboratively and more efficiently.
  • Empower teams to self manage.

Overview of FinancialForce PSA Features

  • Professional Services Automation
  • Project Management
  • Time & Expense Tracking
  • Multi Company
  • Workflow Engine
  • Resource Scheduling
  • Data Import/Export
  • Sales Collaboration
  • Security Developer API
  • Mobile Access
  • Client Billing and Invoicing
  • Resource Management
  • People and Project Matching
  • Analytics Dashboards
  • Dashboards and Alerts
  • Multi-Currency
  • Project Workspaces
  • Multi-Language

FinancialForce PSA Position In Our Categories

Position of FinancialForce PSA in our main categories:

50

FinancialForce PSA is one of the top 50 Project Management Software products

50

FinancialForce PSA is one of the top 50
Project Management Software products


FinancialForce PSA is also listed in the following subcategories:

Category:Position:Category:Position:
Professional Services Automation Software - PSA#7
Category:Position:
Professional Services Automation Software - PSA#7

Since each enterprise has unique business needs, it is sensible for them to refrain from looking for a one-size-fits-all faultless software solution. Needless to say, it would be pointless to try to find such an app even among widely used software platforms. The smart thing to do would be to catalog the various important factors that require consideration such as key features, finances, skill levels of staff members, company size etc. Then, you should do your homework thoroughly. Read some FinancialForce PSA reviews and investigate each of the other solutions in your shortlist in detail. Such exhaustive groundwork can make certain you reject ill-fitting applications and zero in on the system that provides all the features you require for business success.

How Much Does FinancialForce PSA Cost?

FinancialForce PSA Pricing Plans:

Pricing is available by quote only. Contact FinancialForce directly for pricing information. You can also take the free demo to see how FinancialForce PSA works before making an investment in the software.

User Satisfaction

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and FinancialForce PSA reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with FinancialForce PSA. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

92

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

FinancialForce PSA User Reviews

What are FinancialForce PSA pricing details?

FinancialForce PSA Pricing Plans:

Pricing is available by quote only. Contact FinancialForce directly for pricing information. You can also take the free demo to see how FinancialForce PSA works before making an investment in the software.

What integrations are available for FinancialForce PSA?

  • Salesforce
  • FinancialForce SCM
  • FinancialForce HCM
  • FinancialForce ERP
  • FinancialForce Accounting

User reviews


User reviews in total: 9

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Average Rating:

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The most favorable review

Marguerite

2 months ago


Pros:
FinancialForce is easy to use, very configurable and flexible project management solution. It has great support team and their customer success manager works perfectly. The integration with Salesforce is wonderful and straightforward. We had some small issues when implementing the product but this was more because of the changes of business processes.

Cons:
They could make the reporting in Salesforce better, we are now using Wave in order to do more executive level reporting. Also, data migration is challenging but this isn’t product issue.

The least favorable review

Yolanda

1 month ago


Pros:
FinancialForce PSA is build on Force.com platform and this means that you can easily streamline sales and other professional services. It offers customer profitability, utilization and etc.

Cons:
It takes some time to learn how to use this software. There are lot of system objects that PSA needs so it can produce specific data sets like missing timecards, etc. It has a learning curve when it comes to implementation.

Published 1 month ago
Verified
user
FinancialForce PSA is build on Force.com platform and this means that you can easily streamline sales and other professional services. It offers customer profitability,...



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Marguerite
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Published 2 months ago
Verified
user
FinancialForce is easy to use, very configurable and flexible project...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
FinancialForce is easy to use and it wasn’t complicated to fiure out how it works and how to submit or log things. The process is streamlined and users can make...



What do you think about this review? Great Poor
Published 3 months ago
Verified
user
I like how PSA and FF interact. With it I can easiky do both billing and invoicing, and that’s why Iove working with PSA/FF accounting system. It allows me to keep...



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Published 4 months ago
Verified
user
This software allows me to create custom views and reports and to manage our resources and projects. I like that it provides us with transparency across the organization...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
FinancialForce provides lot of automation that helps us to simplify the utilization calculations. We are able to use SF functionality so we can enhance process flow. The...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
FinancialForce offers great set of features for professional service company. I personally like the timecard system suite for our business mode. I like that it offers...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
FinancialForce integrates perfectly with Salesforce. The platform is made for managing all aspects of a global professional service businesses. It offers great features...



What do you think about this review? Great Poor
Published 6 months ago
Verified
user
I like that FinancialForce provides us with both Sales and Services on one page/platform. It is essential for us to track our sales pipeline and to have visibility into...



What do you think about this review? Great Poor

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