FinancialForce
103 Case Studies
A FinancialForce Case Study
Venture Technologies, a Denver-based IT solutions provider, was struggling with fragmented accounting and customer data using Sage and Microsoft Excel without CRM integration—causing manual re-entry, data inconsistencies, limited visibility, and an outdated architecture that hampered agility. To modernize finance and improve customer engagement, Venture deployed FinancialForce solutions (FinancialForce ERP, FinancialForce Accounting, Quoting and PSA) on the Salesforce platform.
FinancialForce delivered a single cloud platform that connected CRM and ERP, consolidating front- and back-office data into one database, automating revenue recognition and invoicing, and improving visibility into aging accounts. The integrated FinancialForce solution sped invoicing and collections, tightened cost control and team collaboration, and produced measurable ROI: Venture Technologies maintained 15% year‑over‑year growth while reducing finance and accounting overhead by 30%.
RJ Smith
VP Finance