Case Study: PowerPerfector achieves real-time financial integration with Cloud Pro

Cloud brings efficiencies to efficiency company

PowerPerfector, an energy efficiency company that had grown rapidly since 2004, was struggling with separate standalone systems, complex and inaccurate invoicing, and reporting that could no longer keep up with demand. It had already been using Salesforce CRM, and turned to Cloud Pro for a finance solution that could better connect account information across the business and support a more customer-centric process.

Cloud Pro implemented FinancialForce Accounting on the Salesforce platform, integrating finance with CRM, sales order processing, and billing in real time. The result was a single view of customer relationships and a smoother quote-to-cash cycle, with weekly reports helping the finance team know what to invoice. PowerPerfector found that a bespoke accounting system was unnecessary, and Cloud Pro helped eliminate the catch-up mode the team had been working in.

PowerPerfector

Michael Bishop

Operations Manager