FinancialForce PSA2021-09-14T16:48:56+01:00

Professional Services Automation gives you a complete, customer-centric view of your business on the world's #1 cloud platform from Salesforce.

Native to Salesforce

CRM transformed how companies do business. But CRM is only part of the picture. When all your apps are built on the #1 customer success platform, your teams are more nimble, your services are better, and you remove the cost of synchronizing transactions.

With Salesforce CRM and FinancialForce PSA on the same platform, opportunities instantly translate into service engagements. Empower sales teams with real-time insights about project statuses, resource availability, and more. Connect sales and services, and everybody wins.

What FinancialForce PSA can do for you...

Connect your people and projects

With FinancialForce Professional Services Automation software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.

Perfect the sales-services handoff

FinancialForce Professional Services Automation software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project transformation, and trustworthy revenue and resource forecasts based on a complete picture of your business

Deliver deep visibility and collaboration

Powerful and collaborative, FinancialForce Professional Services Automation software keeps projects on task, budgets in line, and all stakeholders informed. See what's happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.

Get a full view of project financial health

Access comprehensive project-related financials anytime with Professional Services Automation software - including revenue, bookings, backlog, billing, budgets, and rate realization - and quickly make adjustments as needed without driving up administrative costs.

Submit time and expenses anytime, anywhere

Highly configurable and intuitive, FinancialForce Professional Services Automation software makes it easy for services teams to complete a variety of tasks and submit time and expenses from any device.

Reporting & analytics

Real-time dashboards and reports, powered by Salesforce Einstein, give you all the data you need, including actuals, expenses, assignments, milestones, resource requests, backlog, and more. Get complete visibility into the information you need to efficiently deliver on projects and accurately forecast future business.

Find out more about Professional Services Automation

FinancialForce services automation

Lightning Salesforce SmartStart 

The Lightning SmartStart service from Xenogenix will ensure the successful implementation of your Salesforce CRM solution across your business. We will make sure Salesforce is configured to map tightly to your processes and your people are properly trained to use the system.

The package includes:

  • Workshop to define your business process and data requirements
  • Salesforce configuration and customisation
  • Creation of Salesforce Custom Reports and Salesforce Dashboard
  • Data importing
  • End-user training and tailored training materials
  • Post implementation ‘Go Live’ support
Find Out More

Find Out More

If you’re considering sales automation or you just want more information, we’re happy to answer all your questions and get you set up.
Simply fill out the form, or for immediate assistance, call us on 08456 525 625