Eliminate the waste and chaos that’s limiting your growth

Salesforce centered back-office automation: the Tools, Data and Processes.

Do these sound familiar?

Manual processes not scaling well with your growth.
Sales, Operations, and Finance all working off inconsistent information
No visibility into booked vs actual revenue.
Having to pull data from multiple systems to create meaningful reports.
Adding headcount faster than sales to cope with manual processes.
Still using spreadsheets to create financials manually.

How we help solve these problems

Automation of repetitive manual processes

Tolerating the manual handling of information through your business means leaving too many hands doing the work. This not only drives up costs, increases errors but also slows down all aspects of your business.

There are no good reasons to tolerate this overhead. Setup the business to be faster, smarter and scalable.

Expose critical information to make better decisions, faster

Better information gives you the intelligence to make smarter decisions that in turn give you greater control over the business.

Leading indicators allow you to spot anomalies before they become issues.

You need accurate data, quickly and always at the tips of your fingers.

Total business platform

Transform your CRM into your business agility engine, maximizing your ROI and effectiveness with Salesforce.

“No touch” transactions

The more humans get involved, the higher the cost, the longer it takes and mistakes happen.

On average, 90% of transactions are routine and can be easily systematized and automated.

A well designed CRM is the hub of all your customer data. Let the CRM automatically feed data into and out of your administration systems, triggering workflows that minimize any direct human contact.

Automated financial systems

Improve cash flow, reduce cost and time to manage financial systems.

Automate everything from invoice creation, processing, distribution, and payment clearing.

Automate the processing of payments from customers based on defined payment terms.

Automate payment to vendors on due dates based on optimal discount terms.

Automate dunning processes for invoices to reduce AR aging and collection costs.

Improved inventory control

“Cash is King”, and inventory control has a significant impact on cash flow management.

Inefficient or ineffective inventory management can cause your business to run low on cash and cause stock-outs of product, eroding the customer experience and your bank account.

Optimizing your inventory management can allow you to free up cash to invest in strategic growth initiatives and reduce the amount of resources needed to manage inventory and procurement.

Accountable and measurable

You can’t manage what you don’t measure. Create a culture of accountability and continuous improvement by measuring your key operational metrics and executing countermeasures to make improvements.

What We Do

The Roadmap 

Everyone’s different.

Our roadmap is designed to take a look at your operational systems, processes and sales functions to provide a series of recommendations that will guide you through implementing our approach and identify the opportunities available to your company.

We’ll help you identify the steps, systems, processes, tools and data needed to transform your business along with a plan for staged implementation that makes sense for your company.

Salesforce CRM, workflow setup and optimization

Many organizations have seriously under-implemented Salesforce, limiting it to being just an overpriced Rolodex.

The real advantages of this platform haven’t been realized.

Salesforce is built to be shaped around your business and integrated into all the workflows that touch your customer data.

We can help you drive significantly higher levels of ROI out of your Salesforce investment.

Financial operations transformation

Chances are, your financial operations involve lots of manual invoice creation, along with many hours of tedious work to make sure nothing falls through the cracks.

How do you know when orders or jobs are ready to be invoiced without pouring over spreadsheets and face to face meetings? How much time does your finance team spend rekeying invoices from one system to another?

How do you marry together the financial data relating to customer accounts coming from different sources without manually stitching together reports and spreadsheets.

What would it mean to your business if automation allowed you to reduce AR aging and collection costs? What difference would it make to do accurate realtime forecasting and cash flow prediction automatically collating data directly out of the CRM and other systems to give you a level of insight into your business you’ve never had before.

KPI’s, dashboards and intelligence

Integration, automation and well designed systems and processes allows data to be harvested to a level that is simply not practical if doing everything manually.

Getting this data into the hands of those who need it the most, making it accessible and easy to access allows the organization to get the full benefit of this asset.

We can help you collect the data. We’ll help you identify what data you need to collect and how to collect it. And we’ll help you deliver the data to those who need it most.

How we help solve these problems?

Learn more about automation and Salesforce

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