Case Study: Coleman Insights reports on financials 10x faster with Certinia

Coleman Insights reports on financials 10x faster after switching to Certinia

Coleman Insights, a research and consulting firm, was already using Salesforce for CRM but faced significant challenges when its accounting team attempted to connect financial data from their legacy system to this platform. They needed an integrated solution to gain better business insights from their financial and customer data.

The company implemented Certinia, an accounting and financial management solution natively built on the Salesforce platform. This integration, boosted by Salesforce Einstein, provided real-time analytics and immense data accessibility. As a result, Coleman Insights can now run financial reports ten times faster, make key decisions throughout the year, and generate detailed income statements by department with ease.

Coleman Insights

Eileen Genna

Vice President, Business Operations