RMI Connect – Sponsor Showcase – FinancialForce

Company Description / Overview

FinancialForce accelerates business growth with customer-centric PSA, ERP, and customer success solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color.

Product Description

People, process, and skills are the backbone of every organization’s success. How do you optimize the deployment of your resources across diverse and complicated project requirements? The FinancialForce Professional Services Automation (PSA) application supports your complete services spectrum – you can get full oversight on capacity, backlog, skills, and availability across your entire organization.


FinancialForce PSA helps you optimize resource management with confidence and provides a unified solution from project delivery, time tracking and utilization management, to project accounting and SRP, all with a focus on driving customer success.

Product Features/Highlights/Benefits

  • Put the right people on the right projects every time
  • Get all resource details tracked in one location
  • Gain visibility into scheduling and assignments
  • Get intuitive views into availability and capacity
  • Offer skills and certifications matrix
  • Do skills catalogs and capacity planning
  • Increasing resource utilization
  • Open up information flow between finance, services, and sales

Why Choose FinancialForce PSA?

  • Natively built on the Salesforce Platform, FinancialForce PSA gives you the scalability and flexibility of the world’s #1 cloud platform. So instead of maintaining your IT stack, you can focus on serving customers and growing the business.
  • Using FinancialForce PSA with Salesforce helps services teams streamline processes across the customer journey. Third-party analyst firms, including Service Performance Insight, have found that organizations with integrated PSA and CRM systems see improvements across multiple key performance metrics.
  • Powered by Tableau CRM, FinancialForce PSA analytics provide deep visibility and insights into billings, backlog, capacity, and utilization. Combining these analytics with the broadest set of services data available in the market gives your business a clear view into future growth.
  • Native to the Salesforce Platform, FinancialForce PSA includes support for collaboration tools right out of the box, allowing services teams to share insights, attach documents, or note anything related to a project.
  • Optimize your customer and partner interactions with PSA Communities. As your project management hub, PSA Communities lets you share project-related information and status updates, get time and expenses entered straight into the system, and keep track of critical financial data.

How Can FinancialForce PSA Help Your Company?

With FinancialForce PSA, businesses have access to a services and resource management solution that uses the great power of Salesforce CRM to manage the business’s teams, customers, projects and financials in one complete services management application. You can finally stop relying on old spreadsheets or disconnected solutions for resource management, and get seamless collaboration between your sales and services teams. FinancialForce’s robust capabilities are designed to track resource details such as employee skills and certifications to better take advantage of the strengths of your team.

FinancialForce equips customer-centric businesses with a unified interface to view all of their projects and resources from one location. With no more department silos, or disconnected applications, it is easy to monitor and manage project resources, as well as create satisfying customer experiences. With real-time reporting and analytics, and a single login for all business apps, FinancialForce helps your teams plan with confidence.

Contact Us:

Americas: 1-866-743-2220; UK: 0808 2389791; EMEA: +44 207 0226504; APAC: +61 2 8089 0300; info@financialforce.com

Marketing Collateral:

  1. Guide: Digital Transformation for Professional Services Firms
  2. Video: Resource Management Demo