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

What We Do

The Roadmap

When you know you need to do something, but aren’t sure what, our roadmap engagement will help you gain clarity around your current opportunity to streamline your organization based on your unique situation, goals, and areas of greatest need to open up new revenue possibilities and reduce operational bottlenecks.

The roadmap will help you prioritize the next steps in the short, medium to longer term providing you with a direct plan of action that can start to be implemented straight away.

Our roadmap program typically runs as follows.

Diagnostic Workshop

We come to you and conduct an onsite workshop with critical stakeholders where we dive into your business to begin to discover and understand current strategic enablers, pain points, and general areas for improvement.

The goal of this workshop is to “get everything out on the table” and create a shared understanding of where you “think” your issues are as well as discover others that you or your staff may not have been aware of.

Observations

Following up on the workshop, we conduct smaller sessions with key individuals in your organization based on findings in the diagnostic workshop. 

These sessions are intended to drive a deeper understanding in how the work actually gets done in your organization to help form a perspective for where opportunities for improvement lie.

Analysis, business case and roadmap

After the diagnostic workshop and observations, we analyze the artifacts and knowledge gained in the previous sessions.

These insights are pulled together into a readout with what we have learned, areas we feel are ripe for improvement, and put together into a roadmap tailored your company’s perceived maturity level and desired outcomes.

Contact us to chat about how this could work for your business, or to schedule a workshop.

Salesforce CRM, workflow setup and optimization

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

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.

CRM – Implementing the foundation

Every implementation we undertake is personalized to the exact fit of your business.

Our approach allows us to work through a process that clearly captures the desired outcomes and ensure that all other activities are fully aligned to ensure success. All implementations are run by certified Salesforce professionals with years of experience delivering Salesforce solutions. 

Beyond CRM – Business agility platform

Everything your business does is in some way connected to delivering an outcome to customers. When CRM becomes the hub of your systems and processes everything just gets easier.

In today’s day and age, having just a “CRM” doesn’t cut it anymore. To gain a true advantage and experience sustained growth, you need a total business platform that allows you to execute the customer journey through Marketing, Sales, Service, Accounting and Operations.

Many companies have dabbled around the edges, but an agile back-office needs planning, advice and implementation know-how to get the best result. REV4 will take you through this process, right from beginning.

Acceleration: Embed our expertise into your organization for continued end-to-end Salesforce support

Many organizations do not have in-house Salesforce expertise and quite frankly don’t want the hassle to hire, train and retain these resources.

Salesforce, as any cloud platform, is constantly evolving and it is beneficial to ensure that you are riding the wave of innovation that the platform provides. We provide admin, developer, and architect resources at your disposal to simply help administer the platform for you OR assist in driving incremental ROI from your platform investment, all at the fraction of the price of hiring your own resources internally.

 

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.

Accounting Seed: Implementation | Automation | Custom development

Accounting Seed is the most tightly and seamlessly integrated accounting system into the Salesforce platform. With Accounting Seed, you’ll be able to fully pilot your entire back-office in one environment by tapping the power of Salesforce platform.

We have deep backgrounds in financial and business operations and use these skills to assist clients in first redesigning processes for improvement and then automating these processes where feasible to make your system hum. We have also accumulated many accelerators that can be leveraged to shorten time to value.

Acceleration: Back-office and Accounting Seed expertise on tap

Very few organizations have in-house experts in Accounting/Back-Office systems but once they see the difference back-office automation has on the efficiency of their operations, they simply cannot overlook the value of having a Partner in this area.

Salesforce and Accounting Seed are continually evolving cloud platforms, with multiple new feature releases a year.  Much like these software platforms, your business and its complexity and needs are continually evolving as well.  It is beneficial to have a partner that is able to stay ahead of the curve and make tailored recommendations based on incremental insight into your organization as to how you can utilize these constantly changing variables to continually improve your efficiency.

We provide admin, developer, and architect resources at your disposal to simply help administer the platform for you OR assist in driving incremental ROI from your platform investment, all at the fraction of the price of hiring your own resources internally.

KPI’s, dashboards and intelligence

Having access to good data can make or break your business. And by access we mean, fast efficient numbers at your fingertips that are clear and easy to produce whenever required.

When it takes too long to produce useful data or isn’t in a format that makes it easy to understand, it won’t be used and your business will miss out on the benefits that come with having this level of insight and measurability.

Unlock siloed data to bring Marketing, Sales and Finance onto the same page.

Your departments work in different worlds, but we need them to work together and collaborate.

By figuring out the right data to expose from different systems in the right places, we can deliver dashboards, reports and workflows that ensures planning and sales are integrated in how they work.

By figuring out the right data to expose from different systems in the right places, we can deliver dashboards, reports and workflows that ensures planning and sales are integrated in how they work. 

What good is data if not organized in a way that allows various stakeholders to gain insight from it?

By understanding your business and what drives it, we can deliver customized dashboards and reports that allow everybody, from sales and service reps up to the President to understand where the company stands.

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