Partnering with Baker Tilly

FinancialForce News and Insights

Partnering with Baker Tilly

Professional services is one of the fastest growing industries in the U.S. today. However its systems are out of step with the demands on these operations. Most still run on spreadsheets, which are really workaround solutions to bridge gaps between disconnected systems and substitute for missing application functionality. Meanwhile, the integration of PSA and CRM is one of the most compelling value propositions for services organizations today. We recently highlighted the results from an analyst survey that benchmarked more than 200 services firms and found that the top five per cent performers all utilize a dedicated PSA application and report greater levels of integration between CRM and PSA. We have known for some time that Salesforce CRM is becoming the preferred CRM solution among professional services organization. The SPI Research report revealed that Salesforce CRM is now used by 50% of services organizations. As such, we have announced a partnership agreement with Baker Tilly in North America today. Baker Tilly has had one of the strongest cloud and Salesforce CRM practices among accounting and advisory firms. As FinancialForce PSA is designed specifically for services teams that use Salesforce CRM, providing native integration on the platform, we think this will be a beneficial relationship. Adoption of FinancialForce PSA solution in just its first year has far exceeded expectations. Baker Tilly is the first accounting firm has partnered with to expand the access of FinancialForce PSA and we’re already engaged on three implementation projects. We intend to add the FinancialForce Accounting product to the partnership in the future. Suffice it to say that we are very excited about the future potential of our alliance.
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