FinancialForce Review

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Last updated: Mar 27, 2019

FinancialForce PSA Review

ITQlick rating
(4/5)

Medium business, Large business

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 th

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What is FinancialForce PSA? Updated: Mar 27, 2019

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.

FinancialForce PSA Average Rating -

The rating of FinancialForce PSA is 4 stars. The rating is based on ITQlick experts review

FinancialForce PSA Typical Customers

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

FinancialForce PSA Features

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.

FinancialForce PSA 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

FinancialForce PSA 2 Cons

  • FinancialForce PSA can be used only in the English language
  • Does not support other platforms except salesforce.com

FinancialForce PSA 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.

FinancialForce PSA Pricing Information

The service is subscription based: cost will depend on what specific company needs.

FinancialForce PSA demo

25 questions to ask the vendor on FinancialForce PSA demo

Is FinancialForce PSA the right software for me?

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.


FinancialForce PSA Categories

Supply Chain
Time Tracking
Project Resource Management
Project Portfolio Management
Professional Services Automation
Project Management
Expense Tracking
Billing Management
Workforce Management
Time & Expense
Project Collaboration
CRM

Specifications

Company:
Address: San Francisco, CA 94105
Website:FinancialForce PSA
Customers: Medium business, Large business
Business Area: Cross Business Areas
Platforms: Cloud
Operating Systems: Mac OS, Windows, Linux


FinancialForce PSA Features

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



FinancialForce Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
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