FinancialForce PSA Reviews - Page 2

Although I do not love the user interface, Financialforce works consistently.

It's complicated and lacks basic project management functionality.

Excellent Multi-currency. Dimensions Feature allows the level of reporting we need to comply with multi-country/currency/project/phase/donor requirements. Very easy to use and to train others to use. Excellent import/export facility with Excel. Web based allows field and UK staff to work in real time on the same data.

We are an NGO, and our requirements are only for General Ledger, so I cannot comment on the pros and cons of the full system. We also use SalesForce; which is a pre-requisite to gain some of the benefits above.

It complements the Salesforce application and so skills using and creating reports / dashboards can be transferred

At times the interface is very extensive and can be overwhelming to users. Many of our staff have failed to create dashboards that reflect their reporting needs

Web based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support

Product is relatively new so sophistication is developing over time. Reporting is based on standard Salesforce reporting so whilst extremely powerful is non standard for finance- though a product to resolve this is currently in development.

The software is customized to your companies needs and so you can track your projects using whatever metrics you need.

The accompanying app has issues. However, I've been told a new app is in progress.

I liked the accessibility of the information through reports and the fact that is easy to massive upload to add / modify records

The user interface is very poor, it's not intuitive as it should be.

If you have SF CRM and your a prof services org...stop here, this is your tool.

High costs of customizations and limited reporting cause a bit of a slow launch. but all the major features are there.

A great upgrade from what our company was initially using - easy and straight forward

Like any change it takes time to fully grasp so there is a learning curve

Visibility and Tracking of PS Projects provides valuatable insight

Integration with other Salesforce difficult

My favorite feature is time card entry. It’s quick, easy and intuitive to submit time for various projects I’m working on. System is highly configurable to fit our needs and the UI is easy to navigate.

Reporting seems to rely on the Salesforce interface and can be a bit slow.

Cloud Based and very intuitive. Ties into salesforce and very intuitive as it aligns to the design and flow of SalesForce and ServiceCloud.

Exporting data for usage outside of the tool can be a challenge. Separate database is used entirely for the product so it isn't truly integrated with sales and support tools.

It caters to the need of users. Very useful for the professional services team.

Difficult to identify capabilities for each user.

I can handle most things myself instead of having to reach out to HR staff. It does its job of automating various HR tasks admirably, and seems quite flexible.

The user interface is pretty dated and can be difficult to navigate. There are so many features it can be difficult to know which one does what I want.

This tool has revolutionized how our organization handles Professional Services. From giving a single pane of glass, to simplifying processes.

There is certainly a learning curve, and it took our administrative team some time to get the permissions right for our users.

I like how it seems very seamless between departments

The training that we had to do for the job

Software is awesome and help you in automation

nothing in specific which was not of great use

It stores most historic info accurately.

Its a little hard to find stuff. The historic tax burden is not represented correctly. It only reflects the latest tax rate for your stub.

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Allows us to drive our project based reporting and time tracking for our services business.

UI could be a bit easier when creating projects

Good features in the financial force software

Lack of proper support while dealing with issues

Easily connects our professional services teams with projects and customers in one place. FinancialForce is built natively on the Salesforce Platform so everything is connected. Has everything we need for a PSA tool with an amazing support team.

With so many features and flexibility in the software, the best options to do something isn’t always clear.