"As a company we switched CRM system to Salesforce and it then made sense for the business to adopt FinancialForce to ensure complete integration of systems. As the business is growing rapidly, the integration has enabled us to streamline processes and increase efficiency."
Lucy Thompson, Finance Manager, CentraStage
Centrastage is a cloud based IT management firm which is proactive in using cloud applications in all aspects of its business. Their mission is to build compelling, enjoyable, feature-rich, affordable IT management technology – delivered as a service - for people who take care of technology.
- Existing system not user-friendly
- Any customisation to the system, for example adding new ports, was time consuming
- Limited reporting functionality
- Existing system not rigid enough to enforce processes and prevent mistakes
Benefits & Results
- All information flows from opportunities in Salesforce leading to streamlined, slick processes
- Automation of processes has aided company growth
- Invoices are raised based on information on an opportunity, not from information inputted once purchase order received
- CEO has complete transparency of business using dashboards to monitor key stats
- Monthly investor and board reports are quick to produce with no additional spreadsheets required
- Employee data available in the system which previously had to be entered in a similar way to suppliers
- Better visibility into aged debtors so can stay on top of collections
- Reporting functionality being further explored with a view to automating other time-consuming and manual processes such as cash flow reporting