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Venture Technologies, Inc. is a premier IT Solutions Provider. Venture specializes in Cisco systems, EMC, VMware and other manufacturers that provide high-end network solutions to their customers. They pride themselves on meeting the demanding needs of a changing technology landscape and delivering an unmatched level of customer support.

Products in Use: FinancialForce ERPFinancialForce Accounting; FinancialForce Quoting; FinancialForce PSA

Company size: Medium

Previous system: MAS

Location: Denver, Colorado, US

Industry: IT Services

We have a holistic approach to servicing our customers and FinancialForce gives us the ability to service them timely, efficiently, and accurately. Having all the correct data there is just so important for us.

Win Farnsworth, President

Business Issues

  • Too much data being manually entered into the system creating inefficiencies across the business and took staff time away from elevating customer service
  • Producing quotes was labor intensive and frustrating, having to pull data from various systems
  • Sales team had no visibility into quotes and couldn’t answer simple customer queries without leg-work
  • No single source of information for customer data

The FinancialForce quoting tool has revolutionized how we do business here at Venture Technologies.

Win Farnsworth, President

Benefits & Results

  • One platform allows the FM and CRM systems to be fully linked at every stage of the procurement process keeping teams aligned and quoting the same information
  • Sales team can quote faster, smarter - now quotes produced in minutes as opposed to days with the previous system
  • New levels of visibility into what products can be sold, their availability and accurate delivery dates empowers the professional services team at the right time, producing greater customer success
  • One central point of truth allows sales to see and develop best case sales scenarios to the benefit of customers
  • FinancialForce gives a holistic view of the procurement process in a way not possible before with Venture’s complex product sets
  • Ordering process with suppliers more accurate and predictable with real-time access to forecasts for the procurement team
  • Seamless customer interactions at every turn. Information held in the quoting tool can be accessed and understood by anyone
  • Instant visibility into account history means customer needs can be addressed on the spot, building Venture’s credibility
  • Automated and effective processes from order to delivery - sales orders, POs, and delivery dates are sent through one notification that goes out at the moment of purchase to both the customer and the Sales resource
  • Intuitive, easy to use system drives user adoption rates and keeps employees engaged
  • Past order history allows Venture to proactively track patterns of customer behavior, driving new sales
  • Maximize margins - new visibility and transparency into margins allows company to compensate sales on margins, producing more profitable deals
  • Competitive advantage. Integrated approach to the customer experience has allowed Venture to differentiate itself from competitors