FinancialForce gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.
“With FinancialForce, we now have a fully automated snapshot of our customer portfolio. From the first opportunity, through all stages of a project our operational processes are now more streamlined and visible at a portfolio level. It has also empowered our project teams with customer contextualized information at their fingertips.”
Lori Williams, President of Services, Traction on Demand
“With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we’re going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Salesforce Einstein, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.”
Adam Jones, Strategist, HPE Pointnext Services Delivery
“With FinancialForce solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing and faster month-end closes.”
Monica Engelhardt, CFO, Clearsulting
“Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly running smoothly in the new normal. This would not have been possible without the flexibility that FinancialForce and Salesforce provided.”
Toni Pavlovish, Vice President Global Services, Splunk
“We don’t want a front office and a back office — we just want one office. FinancialForce will integrate all our operations and enable us to implement best practice across our organisation. It was important to us that it be cloud-based, secure, and customer oriented. That’s the way our business works.”