Case Study: Silverline achieves real-time project visibility and increased profitability with FinancialForce PSA

Silverline - Customer Case Study

Silverline, a Salesforce Platinum Cloud Alliance Partner in New York, was struggling with projects managed in Netsuite OpenAir that lacked CRM connectivity, delayed financial visibility until month-end, required costly integrations and proprietary skills, and prevented timely reporting and capacity planning. To address these challenges they evaluated solutions and selected FinancialForce PSA on the Salesforce1 Platform.

FinancialForce implemented a native PSA/CRM solution that eliminated integration gaps, provided opportunity-to-invoice visibility, and enabled real-time weekly reporting and resource planning. As a result, Silverline now tracks billable time versus resource cost, optimizes staffing by skills and availability, improves SOW accuracy, and has “shaved days off” the monthly reporting process—delivering measurable gains in profitability and customer success with FinancialForce.

Silverline

Scott Snider

COO