FinancialForce
103 Case Studies
A FinancialForce Case Study
Venture Technologies, a Denver-based IT solutions provider specializing in Cisco, EMC and VMware, was losing time and customer service quality to manual data entry, fragmented systems and a labor-intensive quoting process. To address these challenges they implemented FinancialForce Advanced Quoting from FinancialForce to replace legacy tools and create a single source of truth for customer, pricing and product data.
FinancialForce delivered a centralized, CRM‑linked quoting and procurement workflow that provides real-time product availability, forecasts and automated order-to-delivery notifications. As a result, Venture Technologies now produces quotes in minutes instead of days, achieves faster, more predictable fulfillment, gains instant account visibility for sales teams, and improves margins and customer experience — all enabled by FinancialForce.
Win Farnsworth
President