Cloud implementation services company, Cattle Dog Digital improves client success amid 2X business growth

See how Cattle Dog Digital saves time, improves accuracy, and drives repeat business with 85% of its clients by using FinancialForce Professional Services Automation (PSA).

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950+


HOURS SAVED ANNUALLY

5X


FASTER MONTH-END CLOSE

85%


RETURNING CUSTOMERS

CHALLENGE

Scaling amid 2X business growth

As it doubled in size, Cattle Dog Digital needed a new way of operating. With teams working in silos, data was disjointed. The company struggled to forecast projects and get an accurate view of anticipated revenue month over month. To better plan for projects and assign the right resources while keeping financials accurate, Cattle Dog decided to leverage Salesforce and FinancialForce – two solutions it implements for its clients.

SOLUTION

Saving time, moving faster & boosting client success

More time for strategic planning

The Cattle Dog Digital pack of experts manages 15-20 projects at a time. By eliminating manual spreadsheets and processes for analyzing and forecasting projects, the team now saves at least 20 hours per week. At the same time, FinancialForce enables the accounting team to focus on strategic planning rather than crunching numbers.

Faster, more accurate month-end close

With FinancialForce, Cattle Dog Digital can more accurately forecast thanks to a complete view into project opportunities and pipeline. Additionally, reducing time to month-end close from 15 days to three means the company sends bills in a timely manner and recognizes revenue faster, improving the bottom line.

Service Delivery Enhanced

The seamless workflow management between Salesforce and FinancialForce PSA has improved the way Cattle Dog Digital collaborates with clients. With customer data between the two systems deeply integrated, the team can easily guide clients on their transformation journeys, leading to greater satisfaction: 85% of clients return for additional projects.

RESULTS

Improving customer satisfaction through a single source of truth

Since implementing FinancialForce PSA, Cattle Dog Digital has improved resource management for its projects and has better visibility into the customer journey. Using FinancialForce on the Salesforce platform, the company has a single source of truth to infuse customer-centricity throughout its processes, all the way to project delivery and month-end close. With the right people on the right projects at the right time, customer satisfaction is higher than ever.

“With our dedicated team of Salesforce and FinancialForce experts, we deliver the same best-of-breed solutions to our clients that we use in-house.”

Sarah Harkness
Co-Founder, Cattle Dog Digital

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SPI 2021 Professional Services Maturity™ Benchmark report

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drove higher billable utilization using PSA

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