Why did you choose FinancialForce?
Ultimate Practice CUSTOMER VIDEO [00:46] James Garvey CFO CUSTOMER VIDEO [01:06] John McIntosh IT Manager CUSTOMER VIDEO [00:55] Mike Anderson CEO CUSTOMER VIDEO [00:56] Julien Tozzi Director of
Professional Services CUSTOMER VIDEO [00:31] James Ladd Managing Partner
What benefits are you experiencing?
Customer Success “We were looking at Kimball and Open Air, but the decision came down to FinancialForce verses Kimball. The reporting capabilities of FinancialForce won us over as that was a huge gap in our previous processes. Honestly, because FinancialForce is native to Salesforce, we knew PSA was the right choice. We are now onboarding Service Cloud for all of our support engagements, so FinancialForce really helps to give us a full 360 on our customer engagements.” CUSTOMER QUOTE Brad Campbell CFO “We don’t want a front office and a back office – we just want one office. FinancialForce will integrate all our operations and enable us to implement best practice across our organisation. It was important to us that it be cloud-based, secure, and customer oriented. That’s the way our business works.” CUSTOMER QUOTE Shaun de Lacy Director, Global Finance Systems
and Operation “FinancialForce gives us one source of truth on the Salesforce platform. We needed a solution to effectively manage hundreds of global agents and thousands of invoices. We have that with FinancialForce.”
Learn More > CUSTOMER QUOTE Ida Pai Chief Financial Officer ““It’s not just about a finance system or one solution to help one department. It’s really more of looking at our business as a whole and making sure that we help to really continue to improve the collaboration and act quickly enough in today’s market.” CUSTOMER QUOTE Bryan Miller Vice President,
Ultimate Practice ““My CEO cares about days outstanding and he cares about accounts receivable and he cares about EBITDA. All these trends that are easy to see in a single PSA dashboard so he can identify the red or yellow flags and take action immediately. He can drill down from that top level into the data and spot any problems with data integrity, delivery or collections in order to easily make adjustments to the business based on that data.” CUSTOMER QUOTE Stephanie Picardi CEO “We believe in the power and convenience of a single cloud platform that provides a 360° view of your business.” CUSTOMER QUOTE Sean McDermott CEO “Revenue forecasting is one of the biggest things that we do. Pulling data from our opportunities in sales and analyzing what the forecast is going to look like for revenue over the next 12 months is hugely critical for us.” CUSTOMER QUOTE Gary Luton SVP Business Ops & Planning “Having FinancialForce allows us to scale, which is critically important. We use it for staffing, resourcing, understanding our skills, making sure we have the right consultants on the right job at the right time. That allows us to run our business really efficiently. We get full transparency about our projects, right through to the end when we invoice our customers. So that complete closed loop, with Einstein analytics on top, provides good insight and allows us to run a very efficient business.” CUSTOMER QUOTE Corrine Hua CFO “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.” CUSTOMER QUOTE Rachel Riley CFO “FinancialForce integrates seamlessly with our business to drive a continuous accounting cycle.” CUSTOMER QUOTE Adam Jones Strategist,
Pointnext Services Delivery “With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we're going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Salesforce Einstein, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.” CUSTOMER QUOTE Doug Caira Vice President
Professional Services “Imprivata is rapidly growing, and FinancialForce enables our professional services team to keep pace with and exceed that growth. With PSA, our professional services staff gains intimate knowledge of customers without meeting them in person. That allows us to provide a signature customer experience and keep each customer happy.” CUSTOMER QUOTE Tammy Godin Director
NA Professional Services “We take pride in making sure that our customers are impressed by what we do. We want to be the best in the healthcare industry and that requires having proper, accurate information. FinancialForce PSA keeps us organized – it’s the ‘wow’ factor.” CUSTOMER QUOTE Ryan Brown Senior Director of Operations
Global Professional Services “The platform enables an incredible degree of flexibility and agility for our business model that we didn’t have before. The richness and transparency of data that FinancialForce PSA provides is critical for our ability to scale our growing global workforce.” CUSTOMER QUOTE Tara Triola Director of Finance Operations “After switching from NetSuite, we had an 80% improvement to Rev Rec process time, billed 50% faster, and got DSO down 33%.” CUSTOMER QUOTE James Ladd Managing Partner “Our big issue was visibility into our resources. That was the major problem we were trying to solve to get that visibility and the ease of use to be able to go into the planner to see the total resource utilization, break it down by project, break it down by resource type and understand where we were. What we’re doing today with FinancialForce set us up to quadruple the size of our business in the last two years.”
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