If you’re going to be in San Francisco during Dreamforce week (Oct 4th-7th) and need help planning your session itinerary to make the most of the experience for Finance and Accounting, here are a few things to keep in mind and look out for.
You don’t need a Dreamforce pass to attend sessions! FinancialForce is hosting a number of educational and product related sessions all geared to help everyone from Sales, Services and Finance better leverage the Salesforce platform. Did your Finance team pass on a Dreamforce pass? Not to worry. Grab your CFO and stop on by ERPcentral located at the Museum of African Diaspora (MoAD). Attend free sessions and walk away inspired and equipped with best practices, strategies, tools and more. VIEW ALL SESSIONS >>
The “New Services” Economy is flourishing. Are you prepared? If your company sells, or plans to sell, services on top of products and/or other lines of business, then managing billing, contracts and related revenue can be a nightmare for your finance team. If you don’t have the right tools and processes in place, now is the time to prepare yourself. Don’t miss “How to Manage Multiple Revenue Streams for Products and Services” on Tues, Oct 4 at 11am PT and see how you can manage all your billing, revenue and accounting functions in one closed-loop process.
Get your most burning Revenue Recognition questions answered. Closing a deal is great but knowing when and how to recognize revenue is the law. New Revenue Recognition standards published by FASB (ASC-606) and IASB (IFRS-15) have added a whole new layer of pain and companies need to look at potential impacts and develop transition plans to stay compliant. Subject matter expert Jeff Tchir, Founder and Technical Advisor of RevRec.net, will discuss key revenue recognition changes and how to best identify suitable areas for automation in this unique session “The Revenue Recognition Challenge” on Wed, Oct 6 at 1:30pm PT.
Boost your Reporting and Analytics skills and toolset: Everyone from C-level executives to frontline managers wanting to get a better Financial Management view of the business will want to attend this session. Chris Osborne and Steve Ferranti of FinancialForce will show you how you can get “KickA$$ Reporting and Analytics” by unifying your CRM and ERP data in one place. Session: Connect Your Front and Back Office Data: Get KickA$$ Reports and Analytics on a Single Platform on Tues, Oct 4 at 2:30pm PT.
Salesforce CPQ and FinancialForce: Are you using Salesforce CPQ (aka Steelbrick)? Hear Mark Anderson, CEO of OAC Services and Raphael Bres, General Manager of Financial Management of FinancialForce in a Dreamforce breakout session “Steelbrick & FinancialForce: Quote, Collect and Recognize it all on Salesforce” on Tues, Oct 4 at 2pm PT as they walks through specific use cases to help you streamline and automate the entire “Quote-to-Cash” process with SteelBrick and FinancialForce together.
Get a Finance view of “customer-centricity” and the Salesforce platform. Sure, Salesforce CRM gives great views of your sales and service interactions with your customers but what does Finance think? Hear directly from experienced Finance practitioners, Kari Ventura, Finance Director at NICO, and Brandon Ridley, Director of Finance Operations at US Data Management, in a session “Opportunity to Renewal: Sell it, Bill it, Collect it, Renew it all on Salesforce” on two featured dates – Wed, Oct 5 at 11am PT and Wed, Oct 6 at 11am PT and learn the “how” and “why” they’ve utilized FinancialForce apps and the Salesforce platform to streamline their revenue operations and transform the Opportunity-to-Renewal experience for their customers.
Look for ways to tie Customer Success and Finance: As the world shifts to a subscription model, customer satisfaction has never been more important. John Bonney, FinancialForce CFO, Addy Clark, Corporate Strategy Manager at FinancialForce and Nick Mehta, CEO of Gainsight session will share how having accurate invoicing and an end-to-end view your customers can make the difference between a long, fruitful relationship and attrition. Session: Managing Customer Success: Top Ways to Keep Your Customers Happy and Renewals Strong” on Tues, Oct 4 at 1pm PT.