Executive Summary
Case Study: FinancialForce
How a Systems Integrator Achieved Front-to-Back Office Integration
Venture Technologies, a systems integrator selected FinancialForce to unify its modern, SaaS-based CRM system and its aging Finance system. Prior to the implementation of FinancialForce, Venture Technologies experienced disconnects between customer-facing and internal processes. Today, members of the Venture Technologies Finance department can convert sales orders into purchases orders with a simple click of a mouse, offering significant time savings and avoiding potential human errors.
Table of Contents
- At a Glance
- The Company
- The Challenges:
- The Solution
- The Impact
- The Takeaways
- Lessons Learned
- The Recommendations