![]() We've ultimately had to engage in a managed services contract with a FF services partner to support the improvement of our PSA instance to match our growing business. However, if 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. Because everything is related, FF-PSA did a good job of creating a bunch of out-of-the-box workflow rules. It requires some significant admin time for our org of 200+ users. It’s native to the platform! Get clicks not code customization and integration, one toolset to master, unified data set, and the same processes, workflow, and security you have come to love. with clients and partners in real-time. Share and submit all project information – documents, billing, planners, etc. Get the data you need, see the future, and plan with confidence across actuals, Expenses, scheduled assignments, milestones, resource requests, Backlog, & more. STREAMLINE THE COMPLETE SERVICES LIFECYCLEĪutomate and streamline processes across every aspect of your services business from sales, through delivery, billing, renewal, and revenue recognition. Slack integration streamlines communication and time/expense approvals.Ĭomprehensive financial views enable swift adjustments as they are needed and can be accessed anytime on mobile. Edit schedules with a click and see how you need to drive recruitment. Schedule the right people on the right projects at the right time. ![]() ![]() Project management that allows you to grow revenue, improve margins & deliver on customer promises. Manage your professional services team, customers, projects & financials all in one integrated app built native to Salesforce.
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