CDI Spaces

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 needed to leave QuickBooks behind and get on the Salesforce Platform to better sync their sales, services and finance teams. This story is about connecting the finance team to CRM, the power of automating month-end processes and moving to a ‘dashboards down’ approach in analyzing data.

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