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).SCHEDULE DEMO Watch Demo
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FASTER MONTH-END CLOSE
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.
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.
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.”
Co-Founder, Cattle Dog Digital
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