CDI Spaces designs, constructs, and furnishes offices, schools, and healthcare facilities. Their focus is to provide functional solutions so their customers’ environment is optimized to best serve the organization’s purposes.
CDI was outgrowing Quickbooks so they set out to run their business on the Salesforce Platform and adopt a true cloud ERP system. With FinancialForce ERP, sales, services and finance are now working from the same system. Processes are streamlined, visibility increased, and a unified voice is established across the organization.