FinancialForce PSA Reviews & Product Details

I am software developer and using this software since one year.
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

This software is built on backbone of Salesforce CRM and platform. This software offers you a single, cloud based service management platform for both sales and service teams. It empowers your sales team through real time visibility into project. I realized a lot of features of it like it has ability to export and import data from derivations to various sources. It can be used on Mac ,linux, windows etc. I am using this software since two years and this is the best software I have ever used. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing to dislike. It provide a great visual representation of all your financial position and ability to manage projects. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would really recommend this software to all the customers or clients. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It provide a great visual representation of all your financial position and ability to manage projects. It has ability to export and import data from derivations to various sources. Review collected by and hosted on G2.com.

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FinancialForce PSA Overview

What is FinancialForce PSA?

FinancialForce Professional Services Automation (PSA) is a cloud-based solution that helps you manage your professional services team, customers, projects, and financials from a single view. Built on the Salesforce platform, FinancialForce PSA gives you visibility into sales pipeline and resource demand to help you drive revenue growth, improve margins, and deliver on customer success.

FinancialForce PSA Details
Languages Supported
English
Product Description

FinancialForce Professional Services Automation (PSA) leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.

How do you position yourself against your competitors?

FinancialForce is the #1 cloud ERP solution for the new services economy, enabling businesses to swiftly identify new opportunities and adapt to change. With FinancialForce, companies can easily manage established and newly developing revenue streams within a single system with real-time access to forecasting, profitability, and other key metrics. The solution also makes it easy to efficiently deploy resources and develop predictive insights to proactively address future obstacles and opportunities. Finally, while many vendors scramble to “integrate” with Salesforce—leading to brittle and disjointed experiences—FinancialForce is native to the Salesforce platform. Unifying data with the customer at the center, FinancialForce erases the line between “front office” and “back office” so companies can drive growth and focus on customer success.


Seller Details
Seller
FinancialForce.com
Company Website
Phone
1-866-743-2220
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@FinancialForce
13,687 Twitter followers
LinkedIn® Page
www.linkedin.com
764 employees on LinkedIn®
Description

Cloud ERP Solution on the Salesforce Platform. Financial Management, Professional Services Automation, Human Capital Management & Supply Chain Management.


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FinancialForce PSA Reviews

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Sr Operations Manager, CX
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Financial Force PSA organizes data extremely well. It breaks down all of the subcomponents of a project into the core pieces (Assignments, Budgets, invoices, Tasks, Risks, Timecards, etc). It is easily configured for changes assuming you have salesforce skills. For an admin it makes total sense, however, someone less familiar with salesforce's object model may require some education. Because all of the data lies within SFDC, the reporting is extremely easy and intuitive. Review collected by and hosted on G2.com.

What do you dislike?

It requires some significant admin time for our org of 60+ users. Because everything is related, FF-PSA did a good job of creating a bunch of out-of-the-box workflow rules. However, it you need to go back and change something (say open up a project to approve a timecard), you have to peel several layers back to open up records to change them.

Additionally, the support could be improved. The Knowledge base is okay at giving you self-help. And their support team is generally helpful, but not always amenable to meeting over zoom. They prefer hours/days of back and forth over the ticket prior to setting up a quick zoom call which could likely resolve the issue much sooner. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are much more easily able to resolve resource capacity as well as how much time our resources are spending across both billable and non-billable engagements. We're able to track project efficiency, both in duration and cost margins, too, And finally, we have great data on how many engagements we're completing annually as well as our ability to speed up implementation times. We're able to track our managed services engagements to see monthly hourly spend, too. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

One of the best things about FinancialForce PSA is the constant improvements which are released quarterly. They do a great job reaching out for customer input too with round table discussions on large topics, individual input on new features in development, and lots of demos! Review collected by and hosted on G2.com.

What do you dislike?

Their website--FinancialForce Community--is a bit difficult to use as far as navigation goes. The content itself is great but only if you can find what you need. It can also be difficult to initially set up and maintain the system. Because there is so much customization, each instance is truly unique for the business that is using it. Therefore, having internal administrators to maintain the system is key. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take the time to: 1) really understand what FF PSA can do, and 2) re-imagine your business processes in a way that really takes advantage of what the tool can provide. Don't just try to replicate what you have today within the system. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

FF PSA is currently solving the issue of seeing individual business entities while also combining data into a single top level view of the overall company health. One of the main benefits from using FF PSA across our different businesses, is easier resource sharing. Review collected by and hosted on G2.com.

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Open Discussions in FinancialForce PSA
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It definitely helps our business accomplish our Jobs To Be Done, and centralize and use our data. This is a way for us to get out of spreadsheets and onto a single platform. Review collected by and hosted on G2.com.

What do you dislike?

Our implementation has very low ease of use scores and our UX is rated poor at the moment. It is possible to customize/implement the tool and have it not be good. And it is also true that some changes you want to make to improve the UX are not possible within the tool. And one of our business units feels like their business model isn't well suited for the tool. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Assignments, Casting, Delivery Milestones, Project Extensions, Project Management, Resource Demand, Resource Management, Resource Requests, Skills Management, Timecards, Utilization.

Easier to collaborate and share data, and report on data. Easier to mine the data for alerts and action items. Able to connect data together in coherent workflows which were not possible before because different business units owned/controlled the data. Review collected by and hosted on G2.com.

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CM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

For the limited purposes I use it for it seems clunky and not overly user friendly at first, but once you get used to it, it can be fairly useful tool Review collected by and hosted on G2.com.

What do you dislike?

It doesn't feel particularly intuitive at times as i often have to go what seems like an odd route to enter information or lookup information, as information is not always stored where you expect it to be. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It brings together a lot of functionality into one location which is great. And particularly in my role helps with project auditing. Review collected by and hosted on G2.com.

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Response from Terry Kraft of FinancialForce

We are glad to hear that our solution helps you in your role with project auditing; however, we want to ensure you are utilizing our latest technologies. We have added a significant amount of investment into the User Experience, so we would like to do a review of your system in order to ensure you benefit from that. Please contact us at info@financialforce.com or via your customer community access, so we may engage with you directly.

Director of Services Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Broad capabilities around resource management and it's ability to integrate with multiple other technologies. It gives us options to grow into an adoption model. It's the benchmark for PSA solutions. Review collected by and hosted on G2.com.

What do you dislike?

Somewhat difficult to find workflow solutions, so it requires integrations with workflow tools like JIRA, etc. Also concerned with needing to drive customer-facing deliverables (project plans, etc). There are solutions for these things, but it doesn't seem to be native to PSA. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automating very manual resource allocations processes and getting better with forecasting activity, revenue, and understand project margins better. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Gantt and Task management features + Time Entry and tracking/reporting Review collected by and hosted on G2.com.

What do you dislike?

Billing generation features not easily integrating with our external legacy billing systems. Same with quoting side. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

We utilized a third party implementation partner (CLD Partners) and we feel this was a wise decision (money well-spent). Our deployment went very smoothly, and the time it took us to stand up a production-ready tool was greatly improved as result of partnering with an experienced partner. I would strongly recommend leveraging the services of a partner + the tools and resources provided by your deployment partner in the interest of familiarizing the Admin staff during the deployment, as well as training your users quickly, etc. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

PS management, fields services + integrations with other easily business processes already in Salesforce.com Review collected by and hosted on G2.com.

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EI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

I like that Financial Force is native to Salesforce.com platform.

I like the flexibility to customize screens and fields that Project Managers, Consultants, PMOs, Finance, and Professional Services Operations groups see.

I like that Financial Force Product Managers listen to their users and move enhancements into releases in a fairly short time frame compared to other companies. Review collected by and hosted on G2.com.

What do you dislike?

I cannot think of anything at this time, but we have only rolled out a subset of Financial Force functionality for one of our smaller professional services teams at Thomson Reuters. 2020 Budget constraints related to COVID-19 stalled further implementation of the Financial Force PSA until sometime in Q4. I may have more comments when we expand our use of more PSA features and when our population of Financial Force users expands to additional business units professional services teams. This is the main reason that I wish to remain unattributed and not a reference. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

When we complete our full deployment of Financial Force, we expect to realize all of these benefits and more (the following was prepared as an introduction of Financial Force to executive decision makers at Thomson Reuters):

Resource Management will allow us to forecast, plan, and manage resources to increase billable utilization. Forecasting includes viewing projects in the pipeline to assess necessary skills and deliver the right project team at the right time. Resource planning will show us all aspects of the PS resources (project time, PTO, non-billable time) to optimize staffing decisions. Smart capacity planning with a view of the backlog (sold projects not yet completed) and forward-looking views of the sales pipeline so we can address gaps between supply and demand before they occur. Today we rely on MS Excel and email and can only perform rudimentary resource management.

Sales & Services Collaboration means we can work as one team through the entire sales lifecycle. Services can partner with Sales to create accurate forecasts, timely services estimates, and manage customer expectations before a deal is signed. Once sold, stronger collaboration will ensure a smooth handoff from sales to services for delivery. Today, any collaboration is all via email and phone calls.

Project Management is at the core of Financial Force allowing us to holistically manage our service delivery to clients by providing a single view of every project to keep them on track, on budget and delivered with the highest quality. The system will provide a platform to deploy our global implementation methodology, define structured KPIs and standardize across the entire PS team globally. Today, Project Management is done ad hoc or via a variety of one-off tools across the segments, with primary being MS Excel and information lagging real-time need. For projects involving partners or contractors, we would be able to grant them access to the specific project they should be able to see for direct time entry and project documentation. We have nothing like this today.

Project Financials include powerful forecasting and analytics tools that will give us more control and predictability around the financial components of every project (budgets, estimates, costs, bookings, billings, revenue recognition). We will be able to create one or more budgets for each project and track actual time & expenses against that budget. We will have multiple currency support which will allow us to feed billing data directly into SAP4Hana. Today, we only have project financial data after the fact and too late to take corrective actions with customers about scope changes. Much of the financial data is collected manually via MS Excel and is error-prone accordingly.

Time & Expense Management is highly configurable and easy to use, which will speed up time entry and approvals as well as provide fast identification and correction for missing time. Mobile device apps for time entry and approvals will facilitate compliance by staff. Today’s SAP PSA system is a dated, error-prone tool that requires significant back-end administration on simple tasks such as time management.

Forecasting, Reporting & Analytics will allow us to easily surface and manage our KPI’s across all projects and resources. Using Salesforce Einstein Analytics will allow us deep visibility and insights into billings, backlog, capacity, and utilization. Combining these analytics will increase predictability with clear views into all data points to help us grow the PS business. Today, we rely on data exports into MS Excel models and process items manually in a fire-drill fashion; We lack the information that is needed to make real-time decisions for the PS business. Review collected by and hosted on G2.com.

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Senior Java Software Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Financial psa is a finance system that allows us as a company to maintain an order in the audit between risk and earnings with the finance system, it allows me to visualize the most important segments of the company, be it the payment of employees, software or all financial processes, these are managed by the analysis, whether positive or negative, it allows to monitor at any time any problem or circumstance that happens in the company, Very happy that improving economic stability and not only is a service that helps to companies but also allows you to use it for financial aid. Review collected by and hosted on G2.com.

What do you dislike?

I have no problem because it seems to me that a different system is a pleasant system where it allows me to monitor any point of the company, however the risk system, although it is very effective, certain failures may occur and may harm when monitoring, it is for this reason that you need an optimization of your services.

On the other hand it has no problem. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I recommend it because it is very vital to maintain a financial order system in this way it is possible to keep the company stable without any inconvenience, in addition to the entire system it has automatic tools to find errors or risks, it seems very useful, I recommend it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Common problems within the company, such as maintaining a financial order, when the company is at high sales points, as in any company, it is essential to maintain an organized system where it is possible to observe positive and negative capital, and it is also very important to visualize the monitors for any financial movement, on the other hand, audits are key points and Financial PSA meets that objective and solves the problem with tools that have been very valuable and useful, when using them for the payment of employees, network services, up to Now the tools have been amazing. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Financial keeps the company in order thus maintaining a constant audit and knowing the balance In which we are currently and how far we can go with capital, it has a risk system that is the system that benefits us the most to maintain quality and stability economically, in this way keeping protected all areas of the industry, I am happy because it has financed in a successful way not economically but the tools that it does not offer have kept the economy stable, pleasant tool and useful. Review collected by and hosted on G2.com.

What do you dislike?

I do not have any problem with the system, its software is very complete, in addition to the fact that financial allows me to carry out audits, it is possible with its panel to give analysis and be able to observe these audits from its panel, what may bother is that the resolutions are not very optimal. of the service by analysis. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

There are different software that allow auditing, however this offers us to maintain financial control but its tools are more extensive and the risk factor is the most useful and the number of processes or projects that we can carry out without harming the economy means that software is relevant, I recommend it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Problem as in any company economically, so before reaching a point of problems, we have decided to look for a system that manages to address the economy of the company in this way the areas remain stable and united because the financial system is stable In addition to having control and the flow of money in and out, I am happy that it minimizes the risks. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

PSA contains high degrees of functionality, and can do most of the things I aim for when building our reports, lists and dashboards. Review collected by and hosted on G2.com.

What do you dislike?

PSA is not intuitive, and I often have to google where to find things, or ask colleagues how objects can interact, etc. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I use it for Resource Management, so I am solving problems such as viewing our billable utilization metrics, seeing which resources have upcoming available time, viewing and filling open resource requests, viewing skillset matches and more. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

FinancialForce is a platform which is used to provide solutions to small and large companies and helps them in increasing sales and services. You can collaborate your all team with one platform and can run a single record system for all teams which will help to increase the consistency and efficiency of the company. It is easy to use and also cost-effective software for all. Review collected by and hosted on G2.com.

What do you dislike?

FinancialForce is one of the best software but still has some issues like the speed of the systems consistently slows down after the up-gradation of the software because its code contains some errors. The errors should be resolved earlier so that no speed issues should be there. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

With FinancialForce PSA we can manage our team, projects, time tracking & financials all in one integrated services app. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using FinancialForce for estimating our expense reports incorporated within our company as compared to other programs FinancialForce is simpler to use and is a pretty straight forward product for the management of the expenses. Through FinancialForce, we can file and compile the data side by side easily. It is highly recommended as it is easy to use and improve employee efficiency and reduce the scope of error Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

FinancialForce is a software which is easy to use, learn and maintain data. It is used by both big and small companies to make one platform for all solutions and to make workflows easier with minimum expenses. It allows all the company to work as one team by recording its data with efficiency and consistency. It is not such expensive software. Several modules can be combined like financial and productivity depending on which specific pricing can be calculated. This software can be used anywhere anytime. User interface of this software is very good and resource planner is best, very detailed and easy to use. Review collected by and hosted on G2.com.

What do you dislike?

FinancialForce is a very helpful software, but after upgrading the software, the system speed slows down sometimes because of the bad code. If the speed goes slow, it wastes a lot of time—the best way to use this software to use its essential functions. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would recommend this software to others because FinancialForce helps us in many ways as it saves time to gather all data in one file. It also increases productivity for every small and big company. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

FinancialForce helps us in many ways as it saves time to gather all data in one file. It also increases productivity for every small and big company. With the help of this software, all company can work like one team as all data will be collaborated and can be shared with everyone such as goals, initiatives, targets, performances etc. Several modules can be combined like financial and productivity depending on which specific pricing can be calculated. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

FinancialForce PSA has an amazing role in professional organization in current days. It manages the team, customers, projects and financial tasks together in one application. FinancialForce PSA is very simple to use, so anyone can easily figure out how it works. The interface is simple and its easy to navigate. I am frequently using this tool in my office works. I can do both billing and invoicing with the help of this application. It allows me to keep track the invoices that I have created and the transaction behind. Here the support team is also very responsive to our queries. I like to use this tool everyday and I get positive result also. Review collected by and hosted on G2.com.

What do you dislike?

In my experience, I found some limitations in this tool, else it is very good and supportive for me and my team. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This is wonderful tool that puts all our organization on the same page. It is very easy to use and configured. I would highly recommend this software to all the customers or clients. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

FinancialForce PSA gives us unlimited benefits. It allows both sales and accounts related materials in one place. It helps us to pull reports, manage my budget, report timing and team expenses. It helps the user to get important information that he needs. It has highly collaborative culture. It is also available in our mobile as an app. It provides lots of automation which helps us to make simpler the utilization calculation. It offers the visibility to the entire organization. In one word it able to manage the overall project of an organization. Review collected by and hosted on G2.com.

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Manager - Organización y Costes Corporativo
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

FinancialForce PSA es un sistema financiero que nos permite, como empresas, mantener el orden entre los riesgos y los beneficios a través del sistema financiero durante el proceso de auditoría. Le da una visión de las partes más importantes de su negocio, como la compensación de los empleados, el software y todos los procesos financieros. Se analiza y gestiona tanto de forma positiva como negativa. Esto nos permite monitorear su compañía en cualquier momento para identificar cualquier problema o situación. Es reconfortante saber que una mayor estabilidad económica no es sólo un servicio para las empresas, sino también una ayuda financiera para las empresas. Review collected by and hosted on G2.com.

What do you dislike?

Esto es bueno porque creo que sería mejor tener un sistema separado en el que cada fusión pudiera ser controlada independientemente, sin importar el tamaño del riesgo. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Esto es recomendable porque es importante que la gestión sea estable y no tenga desventajas. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Los problemas internos generales, como el mantenimiento del orden financiero durante los picos de ventas, son los mismos en todas las empresas. Es importante mantener un sistema organizado en el que sean visibles tanto las existencias positivas como las negativas, y es igualmente importante que todos los movimientos financieros se muestren en el monitor. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The best thing in the PSA is the capability to customize almost everything in the tool, adapting to our process and necessity. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes is little bit tricky to find some informations. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Understand all about the licenses (check if you really need the number of certain types, what each type of licenses can do etc), because is something affect directly in the price of the software and the contract can't be change until it ends (speaking about a downgrade). Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use PSA to manage our projects. With PSA we can make everything easier to control, to check status and the progress of our projects (billings, expenses, profit etc). Review collected by and hosted on G2.com.

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Financial Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

FinancialForce is actually a platform used by large and small businesses to provide answers to enhance services and product sales. The capability of the whole staff to work on one platform and also the job of all teams on the registration process on one platform improves efficiency and consistency operational. It's not hard to use and has excellent value for everybody. Review collected by and hosted on G2.com.

What do you dislike?

FinancialForce is actually among the great programs in the world, however runs gradually after a software update because of to code errors. This mistake must have been fixed a lot earlier and there were no speed problems. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

With FinancialForce, you are able to deal with finances, time tracking, projects, and your teams in one integrated service application. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use FinancialForce to evaluate expense accounts that are actually a part of our business when compared with other programs; FinancialForce is a lot easier to be using it and is rather a simple cost management product. Review collected by and hosted on G2.com.

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Redacteur
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

FinancialForce is a system utilized to provide ways for small and large businesses to enable them to improve their services and sales. The entire team of yours is able to work on exactly the same platform as well as all teams are able to operate on exactly the same registration process, boosting productivity and consistency in the business of yours. It's an easy-to-use, cost effective application for everybody. Review collected by and hosted on G2.com.

What do you dislike?

FinancialForce is among the greatest applications, though it nevertheless has several issues, like method velocity, which will keep getting more slowly after the system is updated, since it has some bugs in the code of its. Mistakes have to be repaired in advance, so there aren't any pace problems. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

With FinancialForce PSA, we are able to deal with our finances, time, projects, and team in a single integrated service program. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use FinancialForce to assess our company's incorporated expense accounts, in comparison to other programs.FinancialForce is actually very easy to utilize and it is a quite simple price management item. With FinancialForce, we are able to effortlessly store as well as compile information. Hugely suggested as it's so easy to use, improves worker efficiency and also lowers mistakes. Review collected by and hosted on G2.com.

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Operations Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

The Team that backs up the product. I learn something new from them everyday! Review collected by and hosted on G2.com.

What do you dislike?

Often requires outside vendors for implementation. It can be a steep learning curve for smaller businesses. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get an experienced implementation partner and learn as much as you can during that process. Hire or appoint at least 1 employee (could be more for large companies) who's sole role is to function as admin and remain on top of releases/updates and reviewing current processes. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Overall streamlined project/resource management. Review collected by and hosted on G2.com.

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II
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like that FinancialForce PSA feels like a very natural extension of Salesforce. I like that FinancialForce continually roles out updates and improvements and really listens to feature requests or issues from customers. Review collected by and hosted on G2.com.

What do you dislike?

I wish we had more guidance in rolling out new features: more guidance on replicating best practices, how to replicate things we've seen in official customer and FinancialForce demos, etc. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are solving for utilization reporting, project backlog management, resource management, timecard management, and revenue recognition. Review collected by and hosted on G2.com.

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UT
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The FinancialForce system is useful to be able to keep the financial database in order and in turn create Audits in order to know how our company is in an economic way or an error that allows us to act immediately, in addition to this we Lets you use the testing tools and play to find out what may be better for the company or not. Review collected by and hosted on G2.com.

What do you dislike?

I do not have a problem with the system, however I have problems with the application, the systems totally via the web are optimal and its execution is perfect, however the downloadable one may have errors or it can freeze the computer. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It works correctly, your system meets the objectives offered by the characteristics, it also offers the freedom to carry out strategic tests to know to what level we can test with the company, I am happy with the results, I recommend it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I love it because I was able to carry out audits in a simple way as well as carry out strategies or it also allows me to review sales or know how they will go with future sales, and I am happy because their tools are very comprehensive, useful and necessary, it is economic and takes care of our economy. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer