Customer Centric ERP

from FinancialForce 

Product Overview

FinancialForce offers customer-centric business applications on the leading cloud platform from Salesforce. For people based services businesses they deliver seamless business processes across the opportunity to cash lifecycle.

They provide the market leading professional services automation tool and a full suite of finance applications to support accounting, billing, revenue recognition and supply chain.

These enable more effective project delivery, improved resource management, reduced revenue leakage and significant improvements in utilisation rates.

FinancialForce ERP Cloud software is elegant enough for a startup yet robust enough to serve the most complex, multinational organization. 

FinancialForce Professional Services Cloud is the #1 Professional Services Automation (PSA) software bringing predictability and efficiency to every stage of service delivery. 

FinancialForce at the ERP HEADtoHEAD event

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Company Overview

FinancialForce offers a new kind of ERP, Services Resource Planning (SRP), specifically designed to address the needs of customer centric services businesses operating in a digital XaaS economy. Built using the Salesforce cloud platform these applications remove the traditional boundaries between the front and back office, supporting customers through the entire opportunity to cash lifecycle. Seamless integration with Salesforce from managing customer opportunities and quotes, CPQ, billing, order management, services delivery through revenue recognition, reporting and analysis and accounting … every function is focused on the customer. This provides a true 360 degree view of the customer and the business as a whole.

Customers who adopt FinancialForce can expect to grow their business, reduce revenue leakage, optimise utilisation rates, automate billing and revenue recognition processes, maximise service margins, increase customer satisfaction and analyse critical KPIs in an unprecedented way.

FinancialForce at the ERP HEADtoHEAD event

Target Customer Size

200 - 5000 employees

Key Industry Sectors

• High Tech & Health Life Sciences
• Business Services
• Media, Comms and Telco
• Utilities
• Financial Services
• Not for Profit
• Services organisations of large enterprises


• Specifically built for modern growing services orientated organisations
• Customer centric by design
• Delivers seamless business processes across the entire opportunity to cash lifecycle
• Built on the Salesforce platform to bring the front and back office together as one
• Combines customer, operational and finance data to deliver a business 360 view
• Delivers benefits in improved resource utilisation, reduced revenue leakage and improved margins

Agenda Details

Tues 8th – 10.30am: Finance Demo – Customer Centric ERP

Tues 8th – 3.45pm: Projects Demo – Customer Centric ERP

Weds 9th – 2:45pm: Sector Presentation –  Why ERP in a Services Business is Different  



t: UK: 0808 2389791 | EMEA: +44 207 0226504


FinancialForce, 2 Cardale Park, Beckwith Head Road, Harrogate, United Kingdom, HG3 1RY

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