FinancialForce
103 Case Studies
A FinancialForce Case Study
Venture Technologies, Inc., a Denver-based IT solutions provider, faced a legacy ERP that lacked CRM integration, fragmented data across multiple applications, and an outdated architecture that slowed upgrades and customer service. To address these challenges, Venture deployed FinancialForce’s cloud suite—FinancialForce ERP, Accounting, Quoting and PSA—integrated with their existing Salesforce CRM to unify finance, sales and service workflows.
FinancialForce delivered a single “pane of glass” platform that consolidated databases, automated notifications and surfaced customer data across the business, increasing CRM adoption and reducing administrative overhead. The impact was measurable: revenue rose about 40%, deals could be completed in as little as seven minutes without the original salesperson, and a core team’s headcount dropped by five while responsiveness and customer service improved.
Win Farnsworth
President