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.
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.