FinancialForce PSA Review - why 4.2 stars?

FinancialForce PSA Review
ITQlick Score: 82/100
ITQlick Rating: (4.2/5)
Pricing: 9.2/10 - high cost
Category: Professional Services Automation -> FinancialForce PSA
Ranking:Ranked 13 out of 108 Professional Services Automation systems
Company: Financial Force
Pricing: starts at $10 per month
Typical customers: Small, medium and large size businesses
Platforms: Cloud
Links: FinancialForce PSA pricing, FinancialForce PSA alternatives

Shlomi LaviShlomi Lavi / updated: Jul 05, 2022

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What is FinancialForce PSA and its features?

FinancialForce PSA is a cloud-hosted PSA (professional services automation) solution that is native to the Salesforce Platform. The software provides users with business automation tools in the cloud through the Force.com cloud platform. FinancialForce PSA offers one centralized, cloud-based environment that service and sales teams can use to work together.

It allows its users to monitor their resources and get a clear picture of the resource capacity, availability, skills, and certification among other aspects. FinancialForce PSA is a solution by FinancialForce Company founded in 2009.

The platform ensures efficiency and predictability for each step of service delivery and thus helping businesses to grow. FinancialForce PSA software features a customer-centric ERP that streamlines simplifies and automates financial operations for businesses using the Salesforce Platform.

What is FinancialForce PSA rating?

The rating of FinancialForce PSA is 4.2 stars out of 5 and the total score is 82 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Who uses FinancialForce PSA?

This solution is aimed at companies that have a large number of professionals to manage, businesses that need to automate their entire process of interacting with customers and to manage their financial resources. Large enterprises are the main target here, but nonprofit and public administration organizations can also take advantage of what this tool has to offer.

Examples of customers that use FinancialForce PSA are:
- Ahead LLC, an IT company helping other businesses make a better use of technological tools to achieve more.
- Convio, a software company focusing on helping non-profit organizations push their vision
- IRM Plc a forensic investigation company

Is it easy to use?

Yes, FinancialForce PSA makes it fairly easy to use. This product is user friendly and intuitive.

Is FinancialForce PSA cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

No, currently FinancialForce PSA can't be accessed on mobile, you would need to access it from your computer.

Is FinancialForce PSA the best Professional Services Automation system?

FinancialForce PSA is ranked 13 out of 108 software in their category (Professional Services Automation systems).

What are their main features and functionalities?

FinancialForce e was designed to help businesses grow to the next level by helping them make use of the latest cloud-based technologies that include forward-thinking PSA functionality. This will allow companies to rethink the way they interact with vendors and customers by tracking how resources are used and finding faster, more economic ways to manage them.

What are FinancialForce PSA's pros? (5 Pros)

  • Being an online service, FinancialForce PSA can be accessed anywhere
  • Automate your professional services through the cloud
  • Fully integrates with salesforce.com
  • Increase project profitability by better tracking of resources use
  • Can be used to tweak the business process so that it is customer oriented

What are FinancialForce PSA's cons? (5 cons)

  • FinancialForce PSA can be used only in the English language
  • Does not support other platforms except salesforce.com
  • No app for RIM-BlackBerry or Windows Phone
  • No on-premise deployment option
  • FinancialForce PSA does not integrate a Workflow Engine

Who are their main alternatives?

The two main competitors of FinancialForce PSA software include HarmonyPSA and Hygger software. HarmonyPSA is a cloud-based next-generation PSA (professional services automation) that incorporates a full-service desk, accounting, and CRM tools whereas FinancialForce PSA is a cloud-hosted PSA (professional services automation) solution that is native to the Salesforce Platform.

FinancialForce PSA is a solution by FinancialForce Company while HarmonyPSA is a product of Harmony Business Systems Ltd. The two systems are ideal for use in small, medium or large organizations. FinancialForce PSA offers Online, Business Hours, and 24/7 (Live Rep) support while HarmonyPSA supports its users through online and Business Hours platforms.

Hygger software is a cloud-based project management platform that includes built-in prioritization tools while FinancialForce PSA is a cloud-hosted professional services automation solution that is native to the Salesforce Platform. Both Hygger and FinancialForce PSA works in Windows, Linux, Android, iPhone/iPad, Mac, and Web-based devices.

FinancialForce PSA trains users through Documentation, Webinars, and Live Online while Hygger software trains its users by Documentation, Live Online, and In-Person sessions. Hygger platform is a product of Hygger Company but FinancialForce PSA is a solution by FinancialForce Company.

What is the cost of FinancialForce PSA?

The cost of license starts at $10 per month. On top of the total cost of licenses which is easy to calculate - what is the REAL total cost of implementation? You need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 9.2 out of 10 (10 is most expensive). You can find here the REAL total cost breakdown for FinancialForce PSA. You can also find here pricing information from FinancialForce PSA's website.

What should you ask Financial Force during a demo session? (65 questions)

Schedule a demo with FinancialForce PSA and access 65 must ask questions for the vendor while watching FinancialForce PSA in action. Visit the vendor's website here.

Where FinancialForce PSA is used?

FinancialForce PSA software offers professional services automation solution for small, medium and large businesses. It is ideal for markets in Australia, Europe, Latin America, Canada, United Kingdom, and the United States. The system is built for service teams of any size.

List of categories

Billing & Invoicing
CRM
Project Collaboration
Time and Attendance
Workforce Management
Billing Management
Expense Tracking
Project Management
Professional Services Automation
Project Portfolio Management
Project Resource Management
Time Tracking

List of features

Budget & Expense Management
Collaboration
Issue Tracking
Project Management
Resource Management
Scheduling
Task Management
Client Collaboration
Inventory Management
Supplier Management

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Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.