FinancialForce PSA

RATING:

4.22

(54)

About FinancialForce PSA

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 ef...
FinancialForce PSA
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FinancialForce PSA Reviews

Overall Rating

4.22

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for FinancialForce PSA

1 - 5 of 52 Reviews

User Profile

Mohamed

Verified reviewer

Marketing and Advertising, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

Best time tracking too I ever used in an agency

PROS

Copying rows from the previous week and seeing all project assignments under the time cards makes it easy to get the project codes

CONS

It won't let you save if you add an empty time card

Reasons for switching to FinancialForce PSA

Worst user interface ever

Anonymous

501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

2

Reviewed May 2022

Financial Force worth the time

I'm learning to like it, but my use is a lot less detailed that my managers and project managers.

PROS

I use this application mostly to enter my time per project per day and the occasional expense report. For me it gets the job done, but it requires a good bit of training and a lot of communication and organization from my project managers.

CONS

It seemed to take forever to get up and running the system was not intuitive. And still I have to be in constant communication with my project managers to make sure I have access to the jobs I am assigned.

Reasons for switching to FinancialForce PSA

Changing was a company decision to help us better integrate with other branches

Simon

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

2

FUNCTIONALITY

3

Reviewed July 2018

If it had a face I would punch it... repeatedly... until it was bleeding!

See my review!

PROS

Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting. It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways. Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need.

CONS

This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions: 1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use. 2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either. 3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays. 4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with. Save yourself this nightmare - run Forest run!

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed November 2018

FinancialForce Helped Streamline My Billing Process

FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.

PROS

I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming. I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.

CONS

I sometimes have limitations with specific auto calculations it runs, but they are few at this point.

Nick

Information Technology and Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed November 2019

PSA has some great features and is built on Salesforce!

PROS

The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good.

CONS

Support is very poor, take a long time to respond and Level 1 support team could have more knowledge. Implementation is very complicated and would almost be impossible without professional services.

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