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Webinar Recording

Take Reporting & Analytics to the Next Level: Connecting Your CRM and ERP data on Salesforce

Date: Thursday, November 3, 2016
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Do your business apps have you pulling together data across multiple disconnected databases with no single button to push to get the reports you need? Wish you could dump your disparate data silos for a more streamlined strategy?

Join Steve Ferranti, Financial Management Strategist at FinancialForce on Thurs, Nov 3 at 11am PT and see how you can quickly serve up meaningful reports and dashboards and gain an end-to-end view of your business by connecting your front and back office on the Salesforce platform. We’ll demonstrate powerful, yet flexible tools, like FinancialForce ActionViews and XL Plus, that enable you to identify sweet spots for revenue creation, know when to raise red flags on spending, keep a hawk eye on cash flow and transform financial reporting from a dreaded chore into your company’s secret weapon for business success.
After attending this event you will be able to:
Track financial and operational data by department, line of business, project, or cost center
Create/view role-based dashboards that combine sales, services, billing, and collections data
Get real-time financial analysis/modeling; drill down and “around” to analyze data your way
Get a complete view of your revenue situation including recognized, deferred and forecasted
Easily surface profitability data with ViewThru™ sub analysis codes that become part of your GL


Steve Ferranti, Financial Management Applications Expert, FinancialForce
Steve Ferranti
Financial Management Applications Expert, FinancialForce
Steve Ferranti has been at FinancialForce for 6 years and is currently a Product Marketing Manager with responsibility for Financial Management products. He has more than 25 years of experience implementing accounting and financial applications and has experience as a Salesforce System Administrator. Steve received his bachelors of economics from the University of New Hampshire and his MBA in Marketing and Finance from the University of Massachusetts, Amherst.
Lindsey Smith, Senior Project Manager, Argyle Executive Forum
Lindsey Smith
Senior Project Manager, Argyle Executive Forum
Lindsey is the Senior Project Manager and Manager of Event Production for Argyle Executive Forum’s growing virtual division. She has been with Argyle since 2011 as a part of the Meeting Management & Operations team.

Prior to Argyle, Lindsey worked for ARAMARK in various locations and capacities – most recently as the Assistant Concessions Manager at the Oakland Coliseum.

A Virginia native, Lindsey holds a Bachelor of Business Administration degree with a concentration in Hospitality & Tourism Management from James Madison University and a minor in Exceptional Education. She is based in Texas.


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.