FinancialForce PSA

Professional Services Automation (PSA) App for Salesforce

4,2 /5 (49 avaliações) Escreva uma avaliação!

Resumo do FinancialForce PSA

O que é o FinancialForce PSA?

FinancialForce PSA produces real time insight into the cost and billings associated with running a region or practice, not just projects, so you can proactively manage the business as a whole. It provides insight into top down planning numbers, including internal and sub-contractor costs, to ensure you stay on track. You also have the ability to drill down to see the day to day activities generated by resources and projects in each portfolio.

Click the opp, create the project - with all relevant information included. You’ll kick off the project smart, fast, and with a seamless transition from sales.

Get total project visibility -- see what is happening with your entire service practice, including project status, resource demand, customer interactions, risks and more.

Improve sales collaboration, project management, resource management, billing and revenue management and services profitability.

Resumo do FinancialForce PSA

Preços

A partir de
N/A

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do FinancialForce PSA

Dispositivos
Porte da empresa
P M G
Mercados
Austrália, Canadá, Europa, América Latina, Reino Unido, Estados Unidos
Idiomas
Inglês

Capturas de tela

Captura de tela do FinancialForce PSA: The leading PSA solution on the Salesforce Platform
Captura de tela do FinancialForce PSA: The leading PSA solution on the Salesforce Platform Captura de tela do FinancialForce PSA: Resource Management Captura de tela do FinancialForce PSA: Social project management Captura de tela do FinancialForce PSA: Peoplecasting: Right resources, right skills every time. Captura de tela do FinancialForce PSA: Create project from the opp Captura de tela do FinancialForce PSA: Support your global business Captura de tela do FinancialForce PSA: End-to-end visibility of customer activity Captura de tela do FinancialForce PSA: Everything mobile Captura de tela do FinancialForce PSA: Capacity planning made easy Captura de tela do FinancialForce PSA: Collaborate, share, communicate

FinancialForce PSA - Avaliações

FinancialForce PSA - Avaliações

Classificação geral
4,2
/
5
Excelente
18

Muito bom
25

Regular
5

Ruim
1

Péssimo
0

Relação qualidade/preço
4
Recursos
4
Praticidade
3,9
Suporte ao cliente
4,1
88% dos usuários recomendam este app
Avaliador Verificado

Thumbs up to FinancialForce


Traduzir com Google
William M.

More than I need Human Capital Management Software

I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management.

If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.

This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe.

you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you.

Just get it.

Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool.

Patrick.


Traduzir com Google
Richard t M.

Reporting good, but very buggy, last generation technology


Traduzir com Google
Yoana E.

Great Service Automation!

Great product, with a bit of a learning curve but overall easy to set up.


Traduzir com Google
Emily S.

Robust app with tons of functionality, requires major investment

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.


Traduzir com Google
Avaliador Verificado
Setor: Software
Porte da empresa: 1.001-5.000 funcionários
Traduzido para o Português

Thumbs up to FinancialForce

Usado Diariamente durante 6 a 12 meses
Avaliado em 30/11/2018
Fonte da avaliação: Capterra

Vantagens

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

Desvantagens

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

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

William M.
Traduzido para o Português

More than I need Human Capital Management Software

Avaliado em 01/12/2011
Fonte da avaliação: Capterra

I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management.

If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.

This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe.

you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you.

Just get it.

Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool.

Patrick.

Vantagens

The user interface is excellent. If you know Salesforce.com CRM then you will inherently know how to use Vana HCM. WOW! No training required.

Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more.

Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects.

Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management.

Overall: over the top! Thank you.

Desvantagens

There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered.

Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3

Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS!

The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Richard t M.
Setor: Saúde, bem-estar e condicionamento físico
Porte da empresa: 201-500 funcionários
Traduzido para o Português

Reporting good, but very buggy, last generation technology

Usado Diariamente durante Mais de um ano
Avaliado em 20/11/2018
Fonte da avaliação: Capterra

Vantagens

Provides an interface to let my staff interact and submit information (time cards, expenses, etc.). The ability to pull reports is very helpful and reduces staff time

Desvantagens

It's very buggy. Crashes at least once a week and our team loses data all the time. For example, saving time cards has been a nightmare. Generally PSA feels like technology and an interface from the early 2000's. It's dated, and not fun to use.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 2.0/10

Yoana E.
Setor: Artes e artesanato
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Great Service Automation!

Usado Semanal durante 6 a 12 meses
Avaliado em 29/03/2020
Fonte da avaliação: Capterra

Great product, with a bit of a learning curve but overall easy to set up.

Vantagens

It's very easy to learn - with clean interface and powerful tools, you can quickly start utilizing FinancialForce in just a couple of days!

Desvantagens

The only issue we had with FinancialForce was with integrating our revenue reports. Took a bit of time to set it up, however, once done, everything works great.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Emily S.
Setor: Serviços e tecnologia da informação
Porte da empresa: 13-50 funcionários
Traduzido para o Português

Robust app with tons of functionality, requires major investment

Usado Diariamente durante Mais de dois anos
Avaliado em 01/09/2017
Fonte da avaliação: SoftwareAdvice

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Recomendação do usuário
8,1/10
Baseado em 49 usuários
Compare as alternativas por recomendação dos usuários
Compare com alternativas

Preço do FinancialForce PSA

Preço do FinancialForce PSA

A partir de
N/A
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4/5
Baseado em 49 usuários
Compare as alternativas por relação qualidade/preço
Compare com alternativas

Recursos do FinancialForce PSA

Recursos do FinancialForce PSA

API
Acompanhamento de atividades
Controle de tarefas
Controle do tempo do projeto
Ferramentas de colaboração
Gestão de projetos
Gestão de tarefas
Gráficos de Gantt
Integração de terceiros
Interface para arrastar e soltar
Monitoramento do progresso
Múltiplos projetos
Notificações automáticas
Painel de atividades
Planejamento de projetos
Priorizar
Projeções
Quadros de horários
Rastreamento do projeto
Relatórios e estatística
Recursos
4/5
Baseado em 49 usuários
Compare as alternativas por avaliações dos recursos
Compare com alternativas

Categorias

Mais informações sobre FinancialForce PSA

Mais informações sobre FinancialForce PSA

Principais recursos do FinancialForce PSA

  • Analytics Dashboards
  • Client Billing and Invoicing
  • Dashboards and Alerts
  • Data Import/Export
  • Mobile Access
  • Multi Company
  • Multi-Currency
  • Multi-Language
  • People and Project Matching
  • Professional Services Automation
  • Project Management
  • Project Workspaces
  • Resource Management
  • Resource Scheduling
  • Sales Collaboration
  • Security Developer API
  • Time & Expense Tracking
  • Workflow Engine

Vantagens

Some of the best service companies in the industry are leveraging the FinancialForce PSA solution to help them achieve dramatic results quickly and gain competitive advantage definitively.

Sales and services teams work in the same system, using the same information in a collaborative working environment when using FinancialForce Professional Services Automation (PSA). Processes flow naturally from sales to services, yet both teams have complete visibility to the whole project life cycle.

Flexible Billing & Invoicing
FinancialForce.com understands that one size does not fit all when it comes to billing and that most billing problems are caused well before the invoice is printed. FinancialForce PSA prevents downstream problems by instilling controls at the beginning of the process. It all starts with a flexible approval processes for timecards, expenses and milestones that ensure the right people are involved early in the billing process.

Time & Expense Management
FinancialForce PSA provides three intuitive ways to enter timecards. First, you can enter time in a grid by week, selecting milestones and entering your notes easily. Consultants can enter time for multiple projects per timecard, decreasing the number of cards that need to be submitted. Second, if consultants are on the same project week to week, they can simply copy from the previous week, paste or modify specific hours and submit. The third time entry method allows the consultant to copy their scheduled hours for the week and submit a timecard with a single click of a button.

Perguntas frequentes sobre o FinancialForce PSA

Perguntas frequentes sobre o FinancialForce PSA

Abaixo estão algumas perguntas frequentes sobre o FinancialForce PSA.

P: Que tipo de planos o FinancialForce PSA oferece?

O FinancialForce PSA oferece os seguintes planos de pagamento:

Modelo de preços: Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do FinancialForce PSA?

O FinancialForce PSA oferece os seguintes recursos:

  • Analytics Dashboards
  • Client Billing and Invoicing
  • Dashboards and Alerts
  • Data Import/Export
  • Mobile Access
  • Multi Company
  • Multi-Currency
  • Multi-Language
  • People and Project Matching
  • Professional Services Automation
  • Project Management
  • Project Workspaces
  • Resource Management
  • Resource Scheduling
  • Sales Collaboration
  • Security Developer API
  • Time & Expense Tracking
  • Workflow Engine

P: Quem costuma usar o FinancialForce PSA?

Os clientes habituais do FinancialForce PSA são:

Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Administrações públicas

P: Em que idioma o FinancialForce PSA está?

O FinancialForce PSA está nos seguintes idiomas:

Inglês

P: Que tipo de planos o FinancialForce PSA oferece?

O FinancialForce PSA tem os seguintes planos de preços:

Assinatura

P: O FinancialForce PSA é compatível com disponíveis móveis?

O FinancialForce PSA é compatível com os seguintes dispositivos:

iPhone

P: O FinancialForce PSA se integra com quais outros aplicativos?

O FinancialForce PSA se integra com os seguintes aplicativos:

Expensify, FinancialForce Accounting, FinancialForce Accounting, FinancialForce ERP, FinancialForce ERP, FinancialForce HCM, FinancialForce SCM, Salesforce App Cloud, Salesforce Sales Cloud, Workato

P: Que nível de suporte o FinancialForce PSA oferece?

O FinancialForce PSA oferece as seguintes opções de suporte:

FAQs, Fórum, Base de conhecimento, Suporte por telefone, Tutoriais em vídeo