FinancialForce PSA is the leader in G2 Crowd’s Winter 2017 Grid℠


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December is off to a great start and we’re happy to announce that we are yet again the only leader in G2 Crowd’s Grid℠ for Professional Services Automation. Leaders offer professional service automation products that are rated highly by G2 Crowd users and have substantial scale, market share, global support and service resources.

G2 Crowd Grid PSA

“FinancialForce PSA is a leader in our Winter 2017 Professional Services Automation Grid Report,” said Michael Fauscette, Chief Research Officer, G2 Crowd. “Users appreciated the robust resource management capabilities and the product’s native Salesforce integration. They also saw value in having a tightly integrated, yet highly configurable end-to-end process with improved visibility into important metrics like utilization. 85 percent of the users rated the product at 4 or 5 stars, and 88 percent believe the product is heading in the right direction.”

G2 Crowd is a leading business software review platform, leveraging its 100,000+ user reviews read by nearly 700,000 software buyers each month to help them make better purchasing decisions.

To qualify for inclusion in the Professional Service Automation category, a product must:

  • Provide project management for professional service projects
  • Track time and expenses on a client project level
  • Allow users to record and allocate resources based on necessity and availability
  • Provide transparency in the operations of each professional service project

Products shown on the Grid℠ for Professional Service Automation have received a minimum of 10 reviews/ratings in data gathered by November 07, 2016. Products are ranked by customer satisfaction (based on user reviews) and market presence (based on market share, vendor size, and social impact) and placed into four categories on the Grid℠: Leaders, High Performers, Contenders and Niche products.

We are thrilled that customers rave about FinancialForce PSA and all the great things the product can do for their services businesses! Here are some of the things they’re saying about our PSA solution on G2 Crowd:

“Our ability to track assignments (including costs and margins) per resource per project has been great (including tracking them to the milestones – how we bill our monthly recurring project charges).”

“FinancialForce PSA is a native Salesforce App. This may sound like a throw away, but it means that you are running on top of all of the data management that surrounds account and opportunity delivery, all of the collaborative features of SF (Chatter, etc), all of the transparency in the API, all of the incredible ease in modification/ extension, not to mention being on a world class platform.”

“The entire process is streamlined to the user to make it quick and painless for submitting expense reports. The interface is simple, easy to navigate and I rarely have any technical issues. The mobile app is also a game-changer for taking photos of receipts.”

Read more PSA reviews here and be sure to check out the full G2 Crowd Winter Grid to see how we stack up against other popular PSA products.

RSVP for our next US-based PSA webinar demo. If you are in the UK, RSVP here!

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