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.
"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.