Alavara

High-tech firm 1E chooses FinancialForce over Kimble and SAP for greater ROI

Compared to the competition, FinancialForce works seamlessly with Salesforce, making it more of a one-stop shop for all departments. Bailey Dbouk, Sales Operations Analyst, 1E

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Hamstrung by manual processes

When they began feeling restricted by their own internal processes, the team at 1E knew their systems needed an overhaul. Relying on a portal not integrated with key systems, they wasted time on duplicative data entry efforts. Too much time spent manually filing project details and matching up expenditures made it difficult to gain control over project resourcing and execution. Moreover, the company was limited when it came to timesheets and approvals, and lacked essential project-driven reporting and mobile support.

Key benefits:

  • 90%+ Improvement in data accuracy
  • 75% Reduction in time to month-end close
  • 1 source of truth

FinancialForce PSA Customer: 1E
Avalara

Having recently invested in the Salesforce platform, 1E was driven to find the best complement for its record of sales and services data. After comparing FinancialForce against Kimble and SAP, the company decided FinancialForce Professional Services Automation (PSA) and FinancialForce ERP were the right fit for the growing organization.


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Working from the same Salesforce platform, 1E's professional services team is able to manage its processes on FinancialForce PSA while the accounts payable team runs financials in FinancialForce ERP, making quote-to-cash a more fluid process.

By taking advantage of FinancialForce Premier Support, the 1E project management team was able to easily enable new features in FinancialForce PSA. Project status summary and stages, billable and non-billable approval workflows, and complete project visibility empowered the team to improve day-to-day business operations.


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Where the project management team previously spent two hours or more sorting out billing and projects to complete month-end close, the process now takes under 30 minutes with FinancialForce. 1E operations, sales, services, and accounting teams are not only saving time, but also benefiting from better data accuracy.

With clients working remotely due to COVID-19, 1E has gained much-needed agility by putting FinancialForce PSA at the core of its service delivery process. Thanks to the synergy between FinancialForce and Salesforce, 1E can spend more time helping clients in the new world of "working from anywhere."