Traction on Demand leverages FinancialForce PSA on the Salesforce Platform to scale with rapid company growth

See how Traction on Demand, one of the largest Salesforce partners in Canada, shares insights with clients by optimizing and automating their business, from sales to service delivery to accounting.

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CHALLENGE

AUTOMATING FOR ACTIONABLE INSIGHTS

Prior to FinancialForce, Traction on Demand was using Kimble, which did not connect with other systems, forcing teams to manually input data and manage various spreadsheets. Their biggest challenge was getting comprehensive, meaningful data to better serve the customer and their business. With FinancialForce, they now have real-time visibility into resources, projects, and finances so smart adjustments are made and margins protected.

SOLUTION

STREAMLINING AND SIMPLIFYING PROFESSIONAL SERVICES

360° view from one dashboard

“I run our entire business from a dashboard where I can understand the health and performance at any moment in time, through the combination of FinancialForce and Salesforce,” said Mike Epner, President, Traction on Demand.

Built on the Salesforce Platform

“What I really love about FinancialForce is the fact that it is on platform and that there is a tight connection with Salesforce. We use FinancialForce to track everything associated with the function of our teams and we can use the proactive approach to planning without sacrificing time or burdening our teams,” said Epner.

Explosive, efficient growth

“We are constantly evolving and scaling our business, and FinancialForce is enabling that activity. Everything flows into the accounting system and allows us to efficiently manage the back end of our professional services process as well,” said Epner.

“With FinancialForce, we now have a fully automated snapshot of our business. We get all the financial data from beginning to end, from the first opportunity, through the sales cycle, through invoicing, payment, and reconciliation. Our processes are now more streamlined and teams are powered with key information.”

Corrine Hua
CFO, Traction on Demand

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FINANCIALFORCE

Ready for modern ERP?

FinancialForce is the leading cloud ERP for the new services economy. The #1 ERP native to the Salesforce platform, FinancialForce unifies data across the enterprise in real-time, enabling companies to rapidly evolve their business models with customers at the center.

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