FinancialForce PSA
Services CPQ, PSA, and ERP, all in one.
Overview
FinancialForce PSA, now part of Certinia's PS Cloud, is an enterprise-class professional services automation solution. Built natively on the Salesforce platform, it provides a comprehensive suite of tools for managing resources, projects, and financials. It offers a customer-centric approach, connecting sales, services, and finance to provide a complete view of the customer lifecycle and project profitability.
✨ Key Features
- Project Management
- Resource Management
- Time & Expense Management
- Billing & Revenue Recognition
- Project Financials & Analytics
- Salesforce-native CRM integration
🎯 Key Differentiators
- Native to the Salesforce platform, providing seamless CRM integration.
- Enterprise-grade financial management and revenue recognition.
- Strong resource management capabilities.
Unique Value: Provides a customer-centric PSA solution that unifies sales, services, and finance on the Salesforce platform, enabling businesses to run a predictable services business and optimize project profitability.
🎯 Use Cases (4)
✅ Best For
- Managing large, complex projects for enterprise clients.
- Optimizing resource utilization across a global services team.
- Connecting sales opportunities directly to service projects and financials.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small MSPs not using Salesforce.
- Businesses that do not require enterprise-level financial and resource management.
🏆 Alternatives
Offers unparalleled integration with Salesforce CRM compared to any other PSA, making it the default choice for services organizations that live in Salesforce.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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