Case Study: Revolution Group achieves unified operations and 35% annual growth with FinancialForce PSA

Revolution Group - Customer Case Study

Revolution Group, a Columbus-based consulting firm and certified Salesforce partner, faced fragmented operations because their prior system, ConnectWise, wasn’t integrated with Salesforce. This lack of unified data made sales-to-services handoffs, capacity planning, and visibility into projects and resource needs difficult, so they chose FinancialForce PSA on the Salesforce platform to connect processes across their three divisions.

FinancialForce implemented FinancialForce PSA, putting project, sales and resource data on the same Salesforce platform, which transformed operations and collaboration. As a result, Revolution Group achieved data-driven hiring and accurate resource forecasts (1, 3, 9 and 12 months), maintained rapid growth (35% annual growth over five years) without disrupting customer service, improved cross-team communication and project visibility, and benefited from scalable, turnkey deployment and ongoing feature releases from FinancialForce.

Revolution Group

Polly Clavijo

COO