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Integrating finance and CRM

Jo Birtle

Corin Burr, CEO of Bamboo Revenue talks to industry analyst, Dennis Howlett, about the benefits his company has seen since implementing Certinia Accounting including:

  • Invoicing errors eradicated 
  • Automated billing process saves time, effort and human touches
  • Complete 360 degree view of customers

 

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  • 12 reasons you should stop using spreadsheets for financial planning

    Success starts with timely, accurate, and powerful financial planning

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    See how easy it can be to streamline, simplify, and automate your financial operations—all on the Salesforce platform

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    Managing your financials and accounting on the same platform as your CRM, CPQ, Resource and Project Management drives better business outcomes

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