Agilyx Insights

Written by Philip Pepper
on March 09, 2023

Using Salesforce CRM in combination with FinancialForce PS Cloud will have a positive impact on sales effectiveness, service delivery, and finance and operations.

The world of professional services is constantly evolving, and staying ahead of the curve is crucial for growth and success. That's where Salesforce CRM and FinancialForce PS Cloud come in. This dynamic duo brings together the power of customer relationship management with professional services automation to streamline and grow your organisation in new and exciting ways.

Let's take a closer look at the top three ways Salesforce CRM and FinancialForce PS Cloud can transform your professional service organisation.


  1. Sales Effectiveness

Salesforce CRM and FinancialForce PS Cloud provide a full 360-degree view of your clients, allowing you to optimise sales opportunities, reduce sales cycles, and improve overall sales effectiveness. This results in a larger sales pipeline, more active clients per year, and a 4.1% increase in profits compared to using CRM alone.


With improved visibility and control, you'll make better, fact-based decisions that lead to goal-driven and results-focused outcomes. Shorter sales cycles mean more opportunities, resulting in increased service sales, annual PS booking targets, resource utilisation, win ratios, and the number of active clients per year.


  1. Service Delivery

By utilising standardised methodologies, tools, and templates provided by FinancialForce PS Cloud, you'll achieve higher billable utilisation and revenue per consultant. Better visibility and control means that project managers can work on more projects, and consultants can spend more time focusing on clients. The result? A 15% increase in the number of active clients per year and a 7.1% increase in revenue from new logo clients.


Companies that combine Salesforce CRM with FinancialForce PS Cloud see a 310% increase in the number of projects delivered per year and a 6.3% increase in profit for a net profile benchmark of 23.2%. As a result, the value of their business to your organisation will increase, all driven by the effectiveness and collaboration offered by FinancialForce PS Cloud.


  1. Finance and Operations

Real-time executive visibility and fact-based decision-making are essential to driving growth and success in any professional service organisation. With FinancialForce PS Cloud, you'll see higher year-over-year growth in both employee assimilation and PS revenue. The improved ability to expand through mergers and acquisitions leads to increased revenue from new clients, indicating better market expansion and improved sales effectiveness.


Compared to other PSAs, FinancialForce PS Cloud has increased new client revenue by 9.6%. By allowing organisations to handle more clients without increasing administrative staff, consultants can spend more time on billable activities, earning more and generating more revenue per project due to sales and delivery collaboration.


In conclusion, the integration of Salesforce CRM and FinancialForce PS Cloud breaks down functional silos, improves collaboration, and results in game-changing outcomes for your organisation. By leveraging these powerful tools, you'll attain higher year-over-year growth, generate more revenue from new clients, and have more projects per manager, all while making goal-driven, fact-based decisions. So why wait? Unlock the full potential of Salesforce CRM and FinancialForce PS Cloud today and take your professional services organisation to the next level!

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