FinancialForce Software


 

FinancialForce PSA is a cloud-based professional services automation (PSA) solution that offers business automation tool in the cloud using Force.com cloud platform.

FinancialForce PSA is suitable for consultancies and embedded service teams in a variety of service verticals (e.g., accounting, IT services, R & D) and is recommended for teams with 20 or more billable resources.

FinancialForce PSA provides a single, cloud-based environment for both sales and service teams to work together. The solution provides a 360-degree view of customers, projects and receivables, and allow processes to flow from sales into service, giving complete visibility into the entire project life cycle.

FinancialForce PSA collaborative platform allows users to track resources effectively. It also provides visibility into resource availability and capacity, as well as skills and certification matrix and more.

FinancialForce PSA also offers additional dashboards and forecasting tools for active projects and portfolios, with features for practice portfolio management, status reporting and alerts, utilization tracking, and much more.

 

FinancialForce - Resource management
 
  • FinancialForce - Resource management
    Resource management
  • FinancialForce - Sales collaboration
    Sales collaboration
  • FinancialForce - Billing and invoicing
    Billing and invoicing
  • FinancialForce - Projects and portfolios
    Projects and portfolios
  • FinancialForce - Time and expense management
    Time and expense management
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

43 Reviews of FinancialForce

 

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Software Advice Reviews (2)
More Reviews (41)

Showing 1-2 of 2

Emily from KELL Partners
Specialty: IT Services
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Robust app with tons of functionality, requires major investment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Sometimes FinancialForce feels like a bit of overkill for our small business, but the functionality is unmatched, especially if you are a Salesforce shop. We have become significantly more efficient in our staffing since adopting FinancialForce, and maximizing our billable utilization rates is worth the investment.

Pros

Being a Salesforce app, integration between Opportunities and Projects is seamless, minimizing data entry and enabling robust reporting. Another huge benefit of this is that it's easy to customize the tool to your needs and automate processes. The resource planner is fantastic, very detailed and easy to use.

Cons

There are a ton of features that are overkill for our organization, but we can't disable or get rid of them. Some of these features generate a huge number of records that is starting to drive up our data storage costs. The learning curve is also steep, it took at least a year for us to really be using the tool smoothly and figure out what tweaks we needed to make to make the tool work well for us.

Review Source
 
 

David from Incapsulate
Specialty: Management Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Using SCM and Financial packages for ECommerce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Would love to see built in EDI support

Pros

Salesforce platform, Half Decent API, Great customer support. Allows you to manage things in one place. Lower cost of ownership. Installation and maintenance is nothing compared to most ERP solutions.

Cons

API could be more developed. Difficult to customize using apex (ie I would love to see some dependency injection here for custom logic of doing some things). ERP software is complex FF is not exclusion.

Review Source
 
 
 
Showing 1-20 of 41

Jim from IQMS
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

FF PSA review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Many features included which fit together well

Cons

Reporting functionality difficult to use and get the data desired. Does not fit together with SalesForce reporting very well.

Review Source: Capterra
 

Gabriel from Sprinklr
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Easy to use for the one who knows it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I think this software can get intuitive if it's designed right by management. The options are endless so anyone can build it to be as simple or complex as you want.

Pros

I like the fact that its customization is very granular, we are in the process to adapt it to our business and we learn about more and more options that make the automation of processes much easier.

Cons

In general I have had many issues where project deadlines are directly linked to the projects a resource can add to their time cards.
I have had many situations where after the project is over, a client requests changes, and I cannot add work hours to my time entry because the project does not show in my selection. Worse part is I have to track the PM to tell them the situation in order have them help you. And that is a bit of a process as well.

Review Source: Capterra
 


November 2018

November 2018

FF PSA is a Winner

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Seamless integration with Salesforce CRM. Intuitive and easy-to-use user interface. Super responsive support team. Unlimited flexibility with all the features offered.

Cons

There's some level of complexity involved for beginners considering the sheer number of features available. A lot of updates, at times unnecessary but part of what keeps the FF engine humming along. Could be some improvements to mobile and reporting.

Review Source: Capterra
 

Arty from OmnitracsLLC
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

FF PSA review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It caters to the need of users. Very useful for the professional services team.

Cons

Difficult to identify capabilities for each user.

Review Source: Capterra
 


November 2018

November 2018

Decent self-service portal for HR applications

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I can handle most things myself instead of having to reach out to HR staff. It does its job of automating various HR tasks admirably, and seems quite flexible.

Cons

The user interface is pretty dated and can be difficult to navigate. There are so many features it can be difficult to know which one does what I want.

Review Source: Capterra
 

Lauren from Demandware
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2018

November 2018

Psa financial for e

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like how it seems very seamless between departments

Cons

The training that we had to do for the job

Review Source: Capterra
 


November 2018

November 2018

Amazing Features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team.

Pros

I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button.

Cons

The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful.

Review Source: Capterra
 


November 2018

November 2018

Thumbs up to FinancialForce

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

This software is so much better than the previous software we used in the past. Its simple and easy to access and review reporting.

Cons

I don't like that with using a MAC I have to expand the screen to sumbit things.

Review Source: Capterra
 


November 2018

November 2018

Best PSA for Salesforce Users

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

FinancialForce PSA is essential for our business to run the services department.

Pros

Easily connects our professional services teams with projects and customers in one place. FinancialForce is built natively on the Salesforce Platform so everything is connected. Has everything we need for a PSA tool with an amazing support team.

Cons

With so many features and flexibility in the software, the best options to do something isn’t always clear.

Review Source: Capterra
 


November 2018

November 2018

Your one stop PSA tool

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

If you have SF CRM and your a prof services org...stop here, this is your tool.

Cons

High costs of customizations and limited reporting cause a bit of a slow launch. but all the major features are there.

Review Source: Capterra
 


November 2018

November 2018

Good tool; can be hard to make the most out of it

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Very powerful tool with a lot of functionality.

Cons

It takes a significant amount of customization in order to make the most of it.

Review Source: Capterra
 


November 2018

November 2018

Depends on your needs

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Although I do not love the user interface, Financialforce works consistently.

Cons

It's complicated and lacks basic project management functionality.

Review Source: Capterra
 


November 2018

November 2018

One Satisfied User

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This tool has revolutionized how our organization handles Professional Services. From giving a single pane of glass, to simplifying processes.

Cons

There is certainly a learning curve, and it took our administrative team some time to get the permissions right for our users.

Review Source: Capterra
 


November 2018

November 2018

Excellent Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Extremely satisfied with the feature set provided

Pros

Visibility and Tracking of PS Projects provides valuatable insight

Cons

Integration with other Salesforce difficult

Review Source: Capterra
 

Regina from Instructure
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

Powerful, but not always in the right places

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Integrates with SalesForce and NetSuite. Allows resource planning, revenue recognition, and forecasting in one place.

Cons

Project planning is rudimentary (Gantt only). No good options for sharing project info with people outside of our organization without extra licenses. Process-heavy features are not a great fit for our organization's culture.

Review Source: Capterra
 

John from Mitsubishi Electric
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

PSA for Project Management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users.

Cons

Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities.

Review Source: Capterra
 

Aniket from Talend
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

FF review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Good features in the financial force software

Cons

Lack of proper support while dealing with issues

Review Source: Capterra
 

David from Sprinklr
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Financial Force helps us a lot

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Professional Services project reporting and timesheet tracking

Pros

Allows us to drive our project based reporting and time tracking for our services business.

Cons

UI could be a bit easier when creating projects

Review Source: Capterra
 


November 2018

November 2018

Great PSA Software Built on Salesforce Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

My favorite feature is time card entry. It’s quick, easy and intuitive to submit time for various projects I’m working on. System is highly configurable to fit our needs and the UI is easy to navigate.

Cons

Reporting seems to rely on the Salesforce interface and can be a bit slow.

Review Source: Capterra
 

Kacy from Neustar
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

analyst / admin

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

functionality, time tracking ability to use metrics to run business

Cons

project mgmt gantt tool, not very easy to use

Review Source: Capterra
 
 
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