Summa Tech: FinancialForce Action Views is an "invaluable tool for information gathering"

FinancialForce News and Insights

Summa Tech: FinancialForce Action Views is an "invaluable tool for information gathering"

The Action Views feature in FinancialForce Accounting has been a game-changer for many of our customers. With its Excel-like interface and familiarity, this ad hoc querying and analysis tool lets users examine their data with unprecedented depth. Action Views go beyond traditional general ledger drill down capabilities – users can drill-around from financials to CRM, or other objects sitting on the Salesforce Platform.

Summa Technologies, a digital solutions consulting firm, uses FinancialForce Accounting, HCM and PSA combined with Salesforce CRM. With Action Views, they now have a very granular view of all their information – from the time they get an opportunity to the time they close the business out.

Previously difficult questions made easy with Action Views

Before, gathering even simple data from different sources (project profitability, employee holidays taken, etc) was extremely painful. Now previously difficult questions are made easy with all of their data seamlessly at their fingertips.

Download Action Views Case Study

Hear Lynne Stroyne, Financial Accountant at Summa Technologies, share how life is better with services, finance and HR on one cloud and why FinancialForce Action Views is “absolutely an invaluable tool” for information gathering.

Read the full Summa Technologies case study here.


CALL NOW Schedule Demo

Just fill out the form
or call 1-866-743-2220

Customers: Please contact support

FinancialForce cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. Learn how FinancialForce may use your information. Adjust your preferences or unsubscribe.
Let’s talk Close
  2. Leadership Board
  3. Training
  4. Careers