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FinancialForce

Professional Services Cloud

Accounting & Financial | Accounting Software
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Product Overview

Professional Services Cloud

Deliver with your customer at the center

Manage your resources, projects, and financials in the same application as your customer interactions with Professional Services Cloud from FinancialForce.

Specifications

  • PROFESSIONAL SERVICES AUTOMATION

  • See your customers in full color
  • Gain unprecedented visibility into your business across services sales, service delivery and finance by putting your customer at the center of everything you do with Professional Services Automation software from FinancialForce.


  • SERVICES BILLING

    • Manage multiple services-based
    • billing models with ease
    • Say good-bye to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend—any and all billings can be accommodated. You’re free to develop pricing and billing processes tailored to your customers' needs, not system constraints.


  • SERVICES REVENUE MANAGEMENT

  • Stop leaking revenue.
  • Start building profit.
  • No more wasted admin time, project delays, or lost revenue. One database, automated processes, comprehensive forecasting tools — FinancialForce Professional Services Cloud ensures nothing falls through the cracks.


SERVICES ANALYTICS

  • Intelligent, predictive & actionable insights
  • Run a more predictable and efficient
  • services business, tackle your most pressing challenges with confidence, and exceed customer expectations — using FinancialForce Services Analytics,
  • powered by Tableau CRM.


SERVICES CPQ

  • Deliver better estimates, more efficiently
  • Services CPQ brings together all of the information that you need to produce the best estimates for your customers. Automate the entire estimate processes from quote to billing to resource planning. Quote faster and sell smarter.


SERVICES COMMUNITIES

  • Deliver an innovative experience
  • Transform your partner and customer interactions with Services Community.
  • Share project information and status updates, collaborate from any device, and communicate in real-time
  • with Salesforce Chatter.

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