more-arw search

Webinar Recording

Streamline Opp-to-Cash & Reduce Month-End: Cloud Accounting on Salesforce

Date: Tuesday, June 23, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Companies have historically suffered gaps in the ‘opportunity-to-cash’ cycle that get in the way of effective client management, cash flow, and closing the books on-time. But the rise of cloud accounting platforms have profoundly changed the way modern businesses operate, enabling them to break down roadblocks to productivity and create conditions for faster debt collections and a more accurate month-end close.

Join us to see how FinancialForce Accounting, a comprehensive and innovative cloud financial management system, combines the power of the Salesforce1 Platform, to streamline the entire opportunity to cash cycle so that accounting processes become more efficient, period close shorter, and financial reporting sharper than ever.

“With FinancialForce Accounting we have gone from a 30 day close period to 5 and have been able to add Sales and Service resources without increasing our back office Accounting staff” - CFO, ForgeRock

In this demo, you will see and learn:
  • A smarter way to close the books at period-end
  • How to get paid faster and reduce Days Sales Outstanding (DSO)
  • How to increase invoicing accuracy
  • The increased levels of customer service that can be gained
  • How to invoice directly from Salesforce CRM


Claire Erskine, Solution Specialist,
Claire Erskine
Solution Specialist,
Claire has over 25 years experience in the software industry, primarily in providing sales support for financial applications. From working with on-premise solutions at Ross Systems, PeopleSoft and Oracle to helping launch at the beginning of the SAAS revolution, she has acquired extensive knowledge of the issues facing organizations today, as well as in the challenges providing software and service solutions to the 21st century marketplace. Claire holds a B.S. in Marketing from the University of Massachusetts.
Chris Osborne, Product Marketing Manager, Financial Management,
Chris Osborne
Product Marketing Manager, Financial Management,
Chris has 20 years of experience in the ERP and CRM software industry. He has held a variety of positions throughout this time ranging from hands-on development, sales, marketing, and management. Chris most recently came from an organization where he played an instrumental role in bringing an on-premise enterprise application to the Cloud Platform.
Moderated by: Blair Cook, Corporate Director, Clarke Inc.
Moderated by: Blair Cook
Corporate Director, Clarke Inc.
Blair Cook is a many-time CFO, corporate director, and educator working with dozens of public and private companies; and professional bodies and post-secondary institutions across Canada.

His career is divided between academic endeavors, such as developing the new certification program for CPA Canada, and working in the corporate world at the highest levels. As an academic-practitioner, he’s a life-long learner who observes and experiments with various financial and management theories in real world context. He shares stories of success and lessons learned to others who share a passion for developing financial leadership competency. Blair’s focus in recent years has been to define and develop a career path for financial professionals aspiring to the Office of the CFO.


Event Sponsor - delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and headquartered in San Francisco, is backed by UNIT4 and
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.