Application PSA (Professional Services Automation) pour Salesforce4.2/5 (47 avis)
FinancialForce PSA fournit un aperçu en temps réel des coûts et des facturations associés à une région ou une activité, pas seulement à un projet, ce qui vous permet de gérer l'ensemble de votre activité de manière proactive. L'application fournit un aperçu des chiffres de planification descendants, y compris les coûts internes et les coûts liés aux sous-traitants, pour vous assurer de rester sur la bonne voie. Vous avez également la possibilité d'explorer les activités quotidiennes générées par les ressources et les projets de chaque portefeuille.
Cliquez sur l'opp. et créez un projet avec toutes les informations pertinentes incluses. Vous lancerez le projet rapidement, intelligemment et avec une transition transparente des ventes.
Bénéficiez d'une visibilité totale du projet : découvrez ce qui se passe dans l'ensemble de votre service, notamment l'état du projet, les demandes en matière de ressources, les interactions avec les clients, les risques, etc.
Améliorez la collaboration commerciale, la gestion de projet, la gestion des ressources, la gestion de la facturation et des recettes et la rentabilité des services.
I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management.
If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.
This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe.
you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you.
Just get it.
Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool.
The user interface is excellent. If you know Salesforce.com CRM then you will inherently know how to use Vana HCM. WOW! No training required.
Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more.
Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects.
Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management.
Overall: over the top! Thank you.
There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered.
Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3
Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS!
The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!
Sometimes FinancialForce feels like a bit of overkill for our small business, but the functionality is unmatched, especially if you are a Salesforce shop. We have become significantly more efficient in our staffing since adopting FinancialForce, and maximizing our billable utilization rates is worth the investment.
Being a Salesforce app, integration between Opportunities and Projects is seamless, minimizing data entry and enabling robust reporting. Another huge benefit of this is that it's easy to customize the tool to your needs and automate processes. The resource planner is fantastic, very detailed and easy to use.
There are a ton of features that are overkill for our organization, but we can't disable or get rid of them. Some of these features generate a huge number of records that is starting to drive up our data storage costs. The learning curve is also steep, it took at least a year for us to really be using the tool smoothly and figure out what tweaks we needed to make to make the tool work well for us.
FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.
I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming.
I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.
I sometimes have limitations with specific auto calculations it runs, but they are few at this point.
Integrates with SalesForce and NetSuite. Allows resource planning, revenue recognition, and forecasting in one place.
Project planning is rudimentary (Gantt only). No good options for sharing project info with people outside of our organization without extra licenses. Process-heavy features are not a great fit for our organization's culture.
A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users.
Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities.
Voici quelques-unes des questions fréquentes sur FinancialForce PSA.
Types de licences disponibles pour FinancialForce PSA :
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de FinancialForce PSA.
Utilisateurs habituels du logiciel FinancialForce PSA :
Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME
Langues dans lesquelles FinancialForce PSA est disponible :
Types de licences disponibles pour FinancialForce PSA:
Appareils pris en charge par FinancialForce PSA :
Applications s'intégrant à FinancialForce PSA :
Expensify, FinancialForce Accounting, FinancialForce Accounting, FinancialForce ERP, FinancialForce ERP, FinancialForce HCM, FinancialForce SCM, Salesforce App Cloud, Salesforce Sales Cloud, Workato
Ressources d'aide disponibles pour FinancialForce PSA :
FAQ, Forum, Base de connaissances, Support téléphonique, Tutoriels vidéo