FinancialForce.com Tightens Collaboration Between Sales and Professional Services With FinancialForce ERP Summer '14

SAN FRANCISCO, CA--(Marketwired - Aug 19, 2014) - FinancialForce.com, a leading cloud ERP provider built on the Salesforce1 Platform, today announced FinancialForce ERP Summer '14, featuring powerful enhancements in Professional Services Automation (PSA) and Financial Management. The new versions more closely align ERP processes around customer touch points -- creating a unified, informed view of the customer journey, enabling stronger cross-planning between sales, services, HR and finance departments. 

The feature-rich Summer '14 also adds a new level of mobility to the applications, allowing employees and customers alike to complete actions and finalize transactions on-the-go. Built on the Salesforce1 platform, FinancialForce ERP works seamlessly with Salesforce1 to give companies 360-degree customer views of CRM and ERP activity whether they are in the office or on the road.

"FinancialForce.com customers expect ERP to be about more than processes and keeping the books -- they expect applications to provide insight across the entire business, anytime and anywhere, and give them a competitive edge," said Doug Tilley, general manager of PSA at FinancialForce.com. "With FinancialForce ERP Summer '14 and the versatility of Salesforce1, service and sales organizations become one and are able to plan capacity as soon as potential deals hit the pipeline. This keeps them a few steps ahead."

FinancialForce PSA Summer '14

FinancialForce PSA Summer '14 extends the reach and visibility of professional services organizations (PSOs) by enabling both "bottom-up" and more forward looking resource planning. Service organizations can now estimate project revenue and cost at the task level during the sales process; becoming a part of the sales cycle and helping to increase close rates with more accurate quoting.

Additionally, FinancialForce PSA Summer '14 allows professional service organizations to weigh resource requests against opportunity close probability percentages. PSOs gain the competitive advantage to forecast resource demand beyond active projects and deep into the potential deals in the sales pipeline. In simple terms, these features help teams sell what they can deliver and deliver what they sell.

Finally, FinancialForce PSA Summer '14 introduces new resource and project planners. This new technology provides a dynamic, visual cockpit view of resource availability and project staffing, across regions, practices and groups.