Marg FinancialForce PSA

Marg ERP 9+

FinancialForce PSA software provides businesses with visibility into their workflows. The software offers tools to manage data collection with milestones, schedule resources and automate project pipeline. With real-time updates and expense tracking from any device, businesses can use the software to measure their workflows and generate reports. The software is used by small and medium companies.

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FinancialForce PSA

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • Resource Management
  • Sales Engagement
  • Services Community
  • Project Management
  • Project Financials
  • Time and Expenses
  • Services Revenue Management
  • Service Analytics
  • Resource Management
  • Sales Engagement
  • Services Community
  • Project Management
  • Project Financials
  • Time and Expenses
  • Services Revenue Management
  • Service Analytics

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Phone,Online (Ticket),Business Hours
Customization: No
Languages Support: English

Who uses FinancialForce PSA

Personal
Personal
SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: FinancialForce PSA
  • Headquarter: San Francisco, California United States

FinancialForce PSA Description

FinancialForce PSA Video

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User Reviews

WRITE A REVIEW
quotes

PROS & CONS

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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.

What specific problems in your company were solved by this product?

This software helps us to track successful completion of profesional offerings and implementations. The benefits we have experienced are the streamlined report, easy of administration, quick resource staffinf and integration with sales processes.

Are you a current user of this product?

Yes

- Yolanda

quotes

PROS & CONS

What are the best aspects of this product?

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 support team is always responsive to our questions. Also, this tool offers advanced analytics for our PS managers.

What aspects are problematic or could work better?

When there is a problem the code is not easily accessible. Also, there are lot of administer from SF side.

What specific problems in your company were solved by this product?

It helps us to assign the right resources that are based on project needs thanks to its Resource Planner. Also, thanks to smooth integration with Salesforce it helps us to be on the same environment and to keep track of each others project status.

Are you a current user of this product?

Yes

- Rafael

quotes

PROS & CONS

What are the best aspects of this product?

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 track of the invoices I have created and the transaction behind.

What aspects are problematic or could work better?

What irritates me the most is that this software lacks delete option for invoices. As an admin I’d like to have capability to delete specific things, including invoices. We have some duplicate invoices and we cannot delete them.

What specific problems in your company were solved by this product?

It helps us to track the selling of a product from the beginning. We are able to keep track of the flow of the poducts that are sold, invoiced and paid for.

Are you a current user of this product?

Yes

- Velma

quotes

PROS & CONS

What are the best aspects of this product?

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 support team is always responsive to our questions. Also, this tool offers advanced analytics for our PS managers.

What aspects are problematic or could work better?

When there is a problem the code is not easily accessible. Also, there are lot of administer from SF side.

What specific problems in your company were solved by this product?

It helps us to assign the right resources that are based on project needs thanks to its Resource Planner. Also, thanks to smooth integration with Salesforce it helps us to be on the same environment and to keep track of each others project status.

Are you a current user of this product?

Yes

- Rafael

quotes

PROS & CONS

What are the best aspects of this product?

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 track of the invoices I have created and the transaction behind.

What aspects are problematic or could work better?

What irritates me the most is that this software lacks delete option for invoices. As an admin I’d like to have capability to delete specific things, including invoices. We have some duplicate invoices and we cannot delete them.

What specific problems in your company were solved by this product?

It helps us to track the selling of a product from the beginning. We are able to keep track of the flow of the poducts that are sold, invoiced and paid for.

Are you a current user of this product?

Yes

- Velma

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

FinancialForce PSA has 1 plans,

  • FinancialForce PSA USD 0.00

FinancialForce PSA provides Phone,Online (Ticket),Business Hours support.

FinancialForce PSA is not allowing Free Trial.

FinancialForce PSA provides Help Guides,Video Guides,Blogs for the software training.

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