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Text Content

 * Home
 * Who We Are
 * What We Do
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 * Who We Are
 * What We Do
 * Blog
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ELIMINATE THE WASTE AND CHAOS THAT’S LIMITING YOUR GROWTH

Salesforce centered back-office automation: the Tools, Data and Processes.



DO THESE SOUND FAMILIAR?

MANUAL PROCESSES NOT SCALING WELL WITH YOUR GROWTH.

SALES, OPERATIONS, AND FINANCE ALL WORKING OFF INCONSISTENT INFORMATION

NO VISIBILITY INTO BOOKED VS ACTUAL REVENUE.

HAVING TO PULL DATA FROM MULTIPLE SYSTEMS TO CREATE MEANINGFUL REPORTS.

ADDING HEADCOUNT FASTER THAN SALES TO COPE WITH MANUAL PROCESSES.

STILL USING SPREADSHEETS TO CREATE FINANCIALS MANUALLY.


HOW WE HELP SOLVE THESE PROBLEMS


AUTOMATION OF REPETITIVE MANUAL PROCESSES

Tolerating the manual handling of information through your business means
leaving too many hands doing the work. This not only drives up costs, increases
errors but also slows down all aspects of your business.

There are no good reasons to tolerate this overhead. Setup the business to be
faster, smarter and scalable.


EXPOSE CRITICAL INFORMATION TO MAKE BETTER DECISIONS, FASTER

Better information gives you the intelligence to make smarter decisions that in
turn give you greater control over the business.

Leading indicators allow you to spot anomalies before they become issues.

You need accurate data, quickly and always at the tips of your fingers.


TOTAL BUSINESS PLATFORM

Transform your CRM into your business agility engine, maximizing your ROI and
effectiveness with Salesforce.



“NO TOUCH” TRANSACTIONS

The more humans get involved, the higher the cost, the longer it takes and
mistakes happen.

On average, 90% of transactions are routine and can be easily systematized and
automated.

A well designed CRM is the hub of all your customer data. Let the CRM
automatically feed data into and out of your administration systems, triggering
workflows that minimize any direct human contact.

AUTOMATED FINANCIAL SYSTEMS

Improve cash flow, reduce cost and time to manage financial systems.

Automate everything from invoice creation, processing, distribution, and payment
clearing.

Automate the processing of payments from customers based on defined payment
terms.

Automate payment to vendors on due dates based on optimal discount terms.

Automate dunning processes for invoices to reduce AR aging and collection costs.

IMPROVED INVENTORY CONTROL

“Cash is King”, and inventory control has a significant impact on cash flow
management.

Inefficient or ineffective inventory management can cause your business to run
low on cash and cause stock-outs of product, eroding the customer experience and
your bank account.

Optimizing your inventory management can allow you to free up cash to invest in
strategic growth initiatives and reduce the amount of resources needed to manage
inventory and procurement.

ACCOUNTABLE AND MEASURABLE

You can’t manage what you don’t measure. Create a culture of accountability and
continuous improvement by measuring your key operational metrics and executing
countermeasures to make improvements.


WHAT WE DO


THE ROADMAP 

EVERYONE’S DIFFERENT.

Our roadmap is designed to take a look at your operational systems, processes
and sales functions to provide a series of recommendations that will guide you
through implementing our approach and identify the opportunities available to
your company.

We’ll help you identify the steps, systems, processes, tools and data needed to
transform your business along with a plan for staged implementation that makes
sense for your company.


SALESFORCE CRM, WORKFLOW SETUP AND OPTIMIZATION

MANY ORGANIZATIONS HAVE SERIOUSLY UNDER-IMPLEMENTED SALESFORCE, LIMITING IT TO
BEING JUST AN OVERPRICED ROLODEX.

The real advantages of this platform haven’t been realized.

Salesforce is built to be shaped around your business and integrated into all
the workflows that touch your customer data.

We can help you drive significantly higher levels of ROI out of your Salesforce
investment.




FINANCIAL OPERATIONS TRANSFORMATION

CHANCES ARE, YOUR FINANCIAL OPERATIONS INVOLVE LOTS OF MANUAL INVOICE CREATION,
ALONG WITH MANY HOURS OF TEDIOUS WORK TO MAKE SURE NOTHING FALLS THROUGH THE
CRACKS.

How do you know when orders or jobs are ready to be invoiced without pouring
over spreadsheets and face to face meetings? How much time does your finance
team spend rekeying invoices from one system to another?

How do you marry together the financial data relating to customer accounts
coming from different sources without manually stitching together reports and
spreadsheets.

What would it mean to your business if automation allowed you to reduce AR aging
and collection costs? What difference would it make to do accurate realtime
forecasting and cash flow prediction automatically collating data directly out
of the CRM and other systems to give you a level of insight into your business
you’ve never had before.


KPI’S, DASHBOARDS AND INTELLIGENCE

INTEGRATION, AUTOMATION AND WELL DESIGNED SYSTEMS AND PROCESSES ALLOWS DATA TO
BE HARVESTED TO A LEVEL THAT IS SIMPLY NOT PRACTICAL IF DOING EVERYTHING
MANUALLY.

Getting this data into the hands of those who need it the most, making it
accessible and easy to access allows the organization to get the full benefit of
this asset.

We can help you collect the data. We’ll help you identify what data you need to
collect and how to collect it. And we’ll help you deliver the data to those who
need it most.


Learn More


HOW WE HELP SOLVE THESE PROBLEMS?

Learn more about automation and Salesforce

Read Our Blog

I need help implementing and managing Salesforce

Learn More

I need help to implement an automated back-office

Learn More

NOT SURE WHERE TO START?

BOOK A ROADMAP


FROM OUR BLOG


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havoc for your organization than any...


CITIZEN DEVELOPMENT AND LOW-CODE NO-CODE: MARKETING HYPE OR SUCCESSFUL STRATEGY?



Citizen Development and the use of low-code or no-code platforms are all the
rage right now. Cloud software vendors just love to sell you on your entry-level
bookkeeper creating an application that saves the Accounting team loads of time
and shortens your month-end...


AUTOMATED ACCOUNTS RECEIVABLE – REDUCE ERRORS, IMPROVE CASH FLOW AND CUSTOMER
SATISFACTION



Let's see if this sounds familiar. It's the beginning of the month and you are
scrambling around trying to figure out the answers to the following questions:
Which customers do we need to bill? What should each customer be billed for? Do
these customers have...

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