Solve It Stories - FinancialForce

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How FinancialForce helped Traction on Demand manage its process for obtaining profitability and ensure 360-degree visibility into the customer journey. THE CHALLENGE Traction on Demand is a dedicated Salesforce consulting and application development firm based in North America that helps its customers simplify processes and save time. It offers services such as consulting, implementation, development, data and analytics, and enablement to help organizations get the most out of Salesforce. Traction on Demand was using professional services automation software that did not connect with other systems, forcing teams to manually input data and manage various disparate spreadsheets. Its biggest I run our entire business from challenge was getting comprehensive, meaningful data to a dashboard where I can better serve its customers and business, so it needed a way understand the health and to automate its data for actionable insights. performance at any moment in time, through the THE OPPORTUNITY combination of FinancialForce Businesses often need a way to manage the record of customer and Salesforce. engagements from quote to cash. Mike Epner HOW DO THEY ... PRESIDENT, TRACTION ON DEMAND · Efficiently manage the back end of their professional services processes? · Get real-time visibility into resources, projects, and finances so smart adjustments can be made while protecting margins? · Optimize and automate their business, from sales to service delivery to accounting, to easily share meaningful insights with clients? In the case of Traction on Demand, it needed a solution that would enable it to proactively approach planning by tracking everything associated with the function of its teams without sacrificing time or burdening team members. It was able to do this with the help of FinancialForce.