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Webinar Recording

Professional Services Revenue Recognition Automation on the Salesforce Platform

Date: Thursday, August 4, 2016
Time: 2:00 pm - 2:45 pm EDT There are no CPE Credits for this Solution Demonstration.
This webinar will focus on addressing typical challenges faced by professional services organizations when it comes to recognizing revenue, such as highly manual processes, suspect data and auditability.

We will highlight how the FinancialForce Professional Services Automation (PSA) and Revenue Management solution addresses these challenges, as well as the benefits of the full project lifecycle being on the Salesforce Platform. Finally, we’ll highlight the success that Magnet360 has had leveraging PSA and Revenue Management and how they have streamlined their internal processes along with their hand-off from services to finance.


Laura Oppenhimer, Product Marketing Manager, FinancialForce
Laura Oppenhimer
Product Marketing Manager, FinancialForce
Laura Oppenhimer has over 16 years experience in the services sector within the software solutions industry. She brings to bear a wealth of experience in helping professional services organizations improve profitability through better visibility and control of their operations.
Dana Buell , Financial Operations Director, Magnet 360
Dana Buell
Financial Operations Director, Magnet 360
Dana Buell, Financial Operations Director at Magnet 360, LLC has over 20 years of experience in accounting and finance. She was instrumental in the implementation of FinancialForce PSA, Accounting and Revenue Management at Magnet 360, LLC and has been heavily involved in the evaluation, implementation, and configuration of various professional services automation solutions. Dana works closely with the finance department and the service delivery department at Magnet 360 to ensure that each area has access to the data they need for managing the business.
Moderated by: Khoa Tran, Operations Manager, Proformative
Moderated by: Khoa Tran
Operations Manager, Proformative
Khoa is in charge of live event operations at Proformative and has led the preparation and execution of hundreds of live events on various finance, accounting and related topics across the Office of the CFO. You could say his job is a lot like learning finance and accounting for a living. Khoa is primarily responsible for ensuring great content, delivery, and learning for each of Proformative’s webinars and in-person events.


Event Sponsor FinancialForce
FinancialForce - Founded in 2009, FinancialForce is the leading Cloud ERP vendor with apps built entirely on the Salesforce App Cloud. The company’s Financial Management, Professional Services Automation (PSA), and Human Capital Management (HCM) offerings provide services-centric businesses with a platform that organizes sales, services, finance and HR entirely around their customers. Headquartered in San Francisco, FinancialForce is backed by Salesforce Ventures, Technology Crossover Ventures, Advent International and UNIT4.

Certification is not required to get started, but please let us know which certifications you have.

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.