ULTIMATE GUIDE | © 2019

The Ultimate Guide to FinancialForcePSAThe #1 professional services automation solution for the enterprise

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The services world is at a turning point.

With services broadening and diversifying—from strictly professional services to managed services, technology services, subscriptions, and beyond— the ability to manage multiple projects and business models has become as complex as it is critical. Services organizations must evolve their business practices and technology to keep customers happy and revenue strong.

FinancialForce offers the leading professional services automation (PSA) solution, helping enterprise organizations like yours deliver the highest valued services possible as efficiently as possible, with a relentless focus on customer satisfaction.

Our solution brings predictability and efficiency to every stage of service delivery, from opportunity and staffing to project delivery and revenue recognition. As the leading PSA solution on the Salesforce Platform, FinancialForce empowers services organizations to manage people, project, financials, and customers in a single application, speeding up billing cycles and automating revenue recognition. Services professionals and finance leaders alike gain unparalleled visibility and unified datasets to better manage resources and financials while tapping into powerful services forecasting.

Introduction

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Flexible to support ever-changing business models and scalable to drive and sustain rapid growth, FinancialForce PSA helps the world’s largest enterprise organizations grow their services business more rapidly.

• Professional Services Automation

• Revenue Recognition & Forecasting

• Services Billing

• Analytics - Powered by Salesforce Einstein

• PSA Communities

Solution Overview

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Solution Overview

PSA FOR THE ENTERPRISE

Make faster, smarter decisions

Get access to powerful, actionable analytics at a fraction of the cost

and effort.

Go with the #1 solution

FinancialForce is validated by industry analysts, trusted by the largest enterprises, and built

on the world’s #1 cloud.

Deliver best practices your way

Work from one master customer record with

real-time visibility and collaboration across projects, customers,

and resources.

Leverage enterprise-class capabilities

Rapidly, predictably automate every aspect

of services delivery from opportunity to revenue

recognition.

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Go with the #1 solutionValidated by the industry Independent analyst firms all recognize FinancialForce as the leading PSA application for the enterprise market. IDC classifies FinancialForce as a leader in its report IDC MarketScape: Worldwide Cloud-Enabled PSA Applications 2017 Vendor Assessment. Ventana Research recommends FinancialForce PSA for enterprise services companies and those with a subscription or recurring revenue services business model. And in its report Now Tech: Professional Services Automation Tools, Q2 2018, Forrester recognizes FinancialForce as an enterprise-class PSA system.

Loved by customersG2 Crowd, a platform for business software reviews from real customers, rates FinancialForce as the “Leader” in its PSA grid for the Enterprise, with user satisfaction scores by far the highest in the market. Trusted by more than a thousand global companies, from midsize enterprises to Fortune 500 companies, FinancialForce helps organizations around the world optimize service delivery.

Focus on the enterpriseFinancialForce invests heavily in accelerating the growth of complex midsize and enterprise services organizations. Forecasting, analytics, resource planning, billing, and other practices get smarter and faster every day. Natively built on the Salesforce Platform, FinancialForce PSA also gives you the scalability, security, and flexibility of the world’s #1 cloud platform. So instead of maintaining your IT stack, you can focus on serving customers and growing the business.

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G2 Crowd Grid for Enterprise PSA

G2 Crowd Grid for PSA as of February 6, 2019. Based on reviews from users at enterprise organizations (defined as having over 1,000 employees).

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Leverage enterprise- class capabilitiesPredictable services businessCompanies that improve predictability and visibility also achieve higher win rates, utilization, and services margins. FinancialForce PSA is built to do just that. Whether you leverage the delivered services forecast feature or allocate resources on a project-by-project or company-wide basis, FinancialForce empowers services professionals to plan smarter, make data-driven decisions, and quickly course correct as needed.

Support for diverse billing modelsWith FinancialForce optimized to manage multiple services-based billing models, you’re free to develop pricing and billing processes tailored to your customers’ needs. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend of models, all sources of revenue and billing can be accommodated.

Automation from opportunity to revenue recognition Automate and streamline processes across service-related billing and revenue recognition, speed up billing cycles, and eliminate revenue leakage. FinancialForce reduces the risk associated with managing opportunities, engagements, billing, and revenue recognition in disparate systems by covering everything on one platform. Instead of having to manually send information from one team to the next, everyone—sales, professional services, and the back office—has everything they need in real-time.

Built-in customer and partner communities Services companies that can best collaborate, share, and communicate with partners and customers always have the advantage. Optimize your partner and customer interactions with FinancialForce PSA Communities, providing internal and external stakeholders with secure, central access to the most relevant information, reports, and project plans.

AVERAGE DISCOUNTAVG YOY PS REVENUE GROWTH AVERAGE WIN RATIO

-23% +39%+143%

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SEE STORY

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KORRINE BORKDIRECTOR, AVID GLOBAL SERVICES

“FINANCIALFORCE SOLVES ONE OF OUR MOST PAINFUL ISSUES—KEEPING UP WITH CUSTOMERS AND THE CONSTANT STATE OF CHANGE.”

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Deliver best practices your wayConfigurable and extensibleInformed by our experience working with global services leaders, FinancialForce PSA comes with comprehensive best practices built-in. Additionally, the system can be configured and extended to the processes unique to your organization, and continuously honed as your business evolves.

Seamless connection to other apps FinancialForce PSA removes the headaches associated with disconnected data sources, simplifying and accelerating integration with your most essential business applications on and off the Salesforce Platform.

Strongest partner ecosystemGet to business value even faster by tapping into the Salesforce ecosystem and our strong strategic partnerships. FinancialForce partners and integrates with a wide variety of companies—including Conga, Gainsight, Concur, and ADP—and seamlessly connects to Salesforce solutions, including Sales Cloud, Service Cloud, CPQ, Field Service Lightning (FSL), and Einstein.

Accelerated ROI When it’s time to implement, a team of product experts at FinancialForce will deliver packaged best practices and processes based on a roster of successful enterprise customer implementations to accelerate time to value and reduce operational and investment risks.

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Make faster, smarter decisionsAnalytics powered by Einstein Powered by Salesforce Einstein, FinancialForce PSA Analytics enables you to instantly produce meaningful, actionable insights customized by need, role, geography, project, and more. With analytics on the same platform as your PSA solution, you don’t have to continuously reconcile disparate databases. Reporting happens swiftly and accurately, delivering sophisticated, multidimensional analysis across millions of data points. Managers can get global and detailed views into billings, backlog, capacity, and utilization—all within the same FinancialForce experience—to easily identify opportunities and effect within-quarter performance.

Out-of-the-box reporting Built-in, real-time dashboards and reports give you all the most important data—including actuals, expenses, assignments, milestones, resource requests, and backlog—so you can focus on making the best decisions for your business. Get complete visibility into the information you need to efficiently deliver projects on time and on budget, and to run more a predictable business.

Master customer recordNative to the Salesforce Platform, FinancialForce empowers your sales and services teams to collaborate around a single customer record so that anyone can answer a customer question, give status updates on projects, and know where billing stands. Eliminate broken “handoff” and “over-the-wall” processes, and instead provide a unified experience for your customers.

Powerful forecastingOptimize resource planning and project profitability with hyper-accurate forecasting and insight capabilities built into FinancialForce. Get unmatched visibility into every dollar from pipeline to delivery, and build staffing models geared to drive higher margins, faster delivery, and improved customer satisfaction.

Sales and services alignmentWhere a 1-2% improvement in resource utilization means the difference between hitting or missing your KPIs, resource management is critical—and complex. With FinancialForce PSA, sales teams get real-time insights about project status and resource availability to spot opportunities and sell the correct scope. Resource managers get the visibility they need by identifying demand during the sale. Easily schedule the right people for the right projects at the right time, and resolve staffing conflicts before problems arise.

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KATHLYN WILLIAMSPSA PRODUCT OWNER, RED HAT

“FINANCIALFORCE IS OUR NEW CRYSTAL BALL FOR REVENUE FORECASTING.”

SEE STORY

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Ready to see the #1 PSA for yourself?

FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, Technology Crossover Ventures, and UNIT4. For more information, visit www.financialforce.com.

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