Revolution Group gains company wide visibility with FinancialForce PSA

Revolution Group gains company wide visibility with FinancialForce PSA

Jason Wu
Tags: Customers, PSA

Wouldn’t it be great if you could get access to all of your marketing, sales, projects and customer information from one single platform?

With 3 separate practices and lack of transparency, Revolution Group needed company wide visibility and collaboration. Based in Westerville Ohio, Revolution Group is an IT company that offers comprehensive IT solutions, including managed technology services and IT project management to help supplement the growing needs of small and medium sized businesses. Rev Group has been helping customers utilize technology to achieve their business goals since 1995.

FinancialForce PSA has been a great app that has allowed our project managers, resources, sales, and finance teams to all work off of one platform…together.

– Jessika Botruff, Salesforce Administrator

Utilizing Salesforce CRM and FinancialForce PSA on the Salesforce platform, Revolution Group can now gain company wide visibility into their 3 practices by gaining access to their customer account information and project management in one centralized system. Now their finance team, project managers and executives all have the same real-time information and users are able to collaborate together using Salesforce’s Chatter. Everyone can see the same information about the clients, so no more tracking down separate documents or resources.

AppExchange Revolution Group

 

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