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FinancialForce - improving visibility and control across the organization

Dear Members,

Welcome to some news from one of the fine companies who invest in Planning Planet by helping us to fund the running costs of our servers...

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This Month’s Rundown: FinancialForce and more...

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FinancialForce is a global organization with over 700 employees and serve over 1000 customers across 45 countries.  

We continue to grow very quickly and recently announced a 60% increase in subscription revenue year on year. We help businesses of all sizes and sectors increase the speed at which they operate whilst improving visibility and control across the organization.

FinancialForce delivers cloud applications built on the Salesforce platform.

These include Financial Management, HR and Professional Services Automation (PSA). PSA is a project management solution which helps Services companies manage their projects and people, making sure the right people are in the right place at the right time. Managers can get complete visibility of across all current and future projects, enabling them to reassign resource quickly and easily as needed.

We find many of our customers have been struggling with spreadsheets and disjointed applications for years. PSA is built on the salesforce platform. This means that our Project Management solution is completely embedded into the CRM so that Services Management can see what projects are coming down the pipeline. They can work with Sales to ensure that is being sold is what can be delivered. Because they have complete visibility into the sales pipeline, they can also plan resources well ahead to maximize utilization. Once the sale is closed, the PS Manager can create the project directly from the CRM system, bringing in all the relevant information so no manual rekeying. To find out more about managing projects on the Salesforce platform, click here.

Because all your sales and services data is kept in one place, services managers can easily set up reports and dashboards to help stay on target with key metrics such as revenue, invoicing status, utilization and project profitability. Everyone can see when a project goes live and the next stage of that customer’s lifecycle can begin. Not only can everyone in the business see the status, so can the customer. They can see the project progress, view Gantt charts and track the invoices. Click here to watch a video of our PSA application in action.
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Businesses of all sizes use our PSA application, whether they’re a pure services organization or have services as an individual business unit.

One thing they do have in common is growth, whether they’re in the middle of rapid expansion or planning for it.

They want to make sure that they have full visibility and control of projects without adding administrative headcount. 

Click here to watch one of our customers telling their story.

Our website is full of case studies for business of all sizes and industries. See www.FinancialForce.com if you’d like to see more.

We hope that you find the above to be of value.

All the best!

The PP Team....

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