SalesForce Implementation

FinancialForce Support & Consulting

Are you experiencing revenue leakage across the customer lifecycle such as margin loss or the inability to scale?​

These challenges can result in delayed customer launches, a rise in support costs, and slower time to recognize revenue.​

If you are a Professional Services firm you could benefit from having a native financial accounting and project services automation platform on top of Salesforce.

How FinancialForce Can Help:

FinancialForce is a managed package on top of the Salesforce Platform. The benefits to having a single platform include:

Full business visibility along with sales and service agility.

Customer 360° view resulting in data driven efficiencies, time to value for adoption, and IT efficiency in system support costs. An increase in your sales and services margin for your organization.

Professional Services firms are focused on engaging, delivering and growing. The ability to do this with a single platform will result in higher success in meeting your business goals because you are spending less time finding your data to make decisions quickly.

Why 5P is the Right Partner?

5P Consulting is the right partner to help because we bring broad experience in:

Business transformation in the ERP/CRM and data space.
Evolving business processes and implementing technology solutions across multiple domains and products.

We are a Salesforce Certified Partner and bring a depth of understanding to the business process and technical stack across Sales, Service, Finance, E-commerce, and Marketing.

We have expertise in end-to-end architecture and integration with cloud-based business applications (Sales, Service, Marketing, Financials), and we are Data Experts.

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FinancialForce FAQs

What Is FinancialForce PSA?

FinancialForce Professional Services Automation, also referred to as PSA Cloud is built on the Salesforce platform and automates and manages business processes surrounding professional services delivery. FinancialForce PSA allows your business to gain control of your service projects within a single cloud-based platform and gives your company the visibility it needs to improve and deliver revenue growth. 

Who Uses FinancialForce?

FinancialForce benefits both large and small companies in all industries around the world. Applications include Professional Services Cloud (PSA), ERP Cloud, and Customer Success Cloud. FinancialForce is generally the best fit for businesses with 50-200+ employees and 10M-50M in revenue.