CRM transformed how companies do business. But CRM is only part of the picture. When all your apps are built on the #1 customer success platform, your teams are more nimble, your services are better, and you remove the cost of synchronizing transactions.
COMPLIANCE & AUDIT
All your apps living on one platform means a single version of the truth. Compliance and audits are a breeze with automated audit trails, documentation and associated conversations. See what’s happening with a customer all in one central location.
SECURITY & TRUST
Your data and apps are protected within data centers certified to the highest industry-accepted standards for data security, privacy controls, and operational reliability. Benefit from comprehensive and rigorous privacy and security assessments.
APPROVALS ENGINE
Don’t let approval processes get bypassed or employees be slowed down. One common approval engine makes guidelines clear, employees happy and compliance automatic. Get an automated log of approval history and audit trails. And use point and click configuration to set it all up.
ACTIONABLE SOCIAL FEED
Get social and break down the walls between departments. Chatter is an instant news feed for teams to share info, ask questions, update each other, and quicken response times. Perform actions without ever leaving your business feed.
MOBILE
Instant access to information whether you are in the office, home, or on the go. The Salesforce1 mobile app lets you see, and act on, all your business data, and communicate with coworkers and clients. Access CRM, ERP and custom app data on a single app.
REPORTING & ANALYTICS
With CRM, ERP and your custom app data all in one place you can get standard reports, customized reports, ad-hoc inquiries. Personalized dashboards and trend analysis are now for everyone. And use “Clicks not code” report creation and editing.
IN-HOUSE DEVELOPMENT PLATFORM
Using the Salesforce platform, move custom app data into your cloud database, and put it to work in your CRM and ERP apps for deeper, better reporting and analytics. Link custom data to get a full 360º view of your customers and employees.
MODERN LIGHTNING EXPERIENCE (LEX)
Give your teams the speed, flexibility, and familiarity of the Salesforce Lightning Experience. Our modern UX will help you drive productivity, optimize operations, and build and deliver apps faster.
Lori Williams, SVP, Global Customer Success, Traction on Demand
Adam Jones, Strategist, HPE Pointnext Services Delivery
Alex Calder, Head of Finance, United Services Group
Toni Pavlovish, Vice President Global Services, Splunk
FinancialForce gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.
