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Align CRM and Finance: FinancialForce Financial Management Product Tour

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Time to move your Financial data out of the dark and into the heart of your business - and make faster, smarter decisions. This product tour of our Financial Management suite will show you how to do just that. We’ll navigate you through our accounting, spend management, fixed assets, and revenue management apps and the value of having them all on the Salesforce1 Platform. Say goodbye to re-keying of data, revenue guesswork, manual processes and spreadsheets. Say hello to a single source of truth for all your financial data.

And to make it easy on you, we’ve chaptered our Product Tour across each application of the solution, so start from the beginning or pick a spot, but get ready to be info-tained.

  • Financial Management Overview: Align CRM and your financials and make life easier for everyone
  • Accounting: Turn opportunities, quotes, orders or cases into invoices with a single click, eliminate manual data entry, automate repetitive processes
  • Revenue Management: Get the complete picture of your organization's revenue
  • Spend Management: Get visibility and control over your spend and stay on budget
  • Fixed Asset Management: Track the entire lifecycle of an asset/capital equipment from procurement to disposal
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