Friday, October 21, 2016

SaaS business Merges Financials with Salesforce CRM

FinancialForce introduced that Motus switched from Quickbooks to FinancialForce financial management. Motus gives cell people with ingenious solutions to make their work existence extra productive, productive and ecocnomic. Realizing the future impact of mobile technology on the team of workers early on in 2004, Motus’ cloud-based platform automates mileage catch, route planning & optimization and wholly integrates automobile reimbursement, own-use of fleet motors, fees and CRM entries.

Motus’ total company is constructed on lengthy-term client relationships and is general for its sophisticated facts accuracy across answer traces. Its decision to seek a new accounting system got here as the company entered a length of boom the place Quickbooks could not assist efficient and clear workflows. Quickbooks records become siloed from customer facts, that have been housed in Salesforce, leading to slower accounting practices, consumer facts blunders and miscommunication between departments. Motus executives had no precise-time visibility into the business and have become worried about its lengthy-term capability to scale.

When the time came to evaluate a brand new accounting device, Motus was trying to find a solution that aligned with its enterprise approach to create a single client record and basically join its sales groups with capabilities and finance. To do this, it sought an answer developed on the Salesforce Platform to be able to get rid of the statistics issues that arose with Quickbooks. Motus selected FinancialForce no longer most effective for being developed natively on the Salesforce platform, but for its capability to continually scale with the enterprise allowing them to do greater without growing headcount.

“Like many SaaS companies, we've our points of interest set on huge growth over the following few years and our previous accounting answer turned into no longer cut out to aid that purpose,” spoke of Tim Brown, CFO of Motus. “We wanted a better of type architecture from an answer that could seamlessly integrate with our Salesforce records, making FinancialForce an obvious choice. The vigor of FinancialForce monetary management has in reality been round having the information established around a single client checklist. Our earnings, carrier and finance groups are all in a position to drill into the same client statistics to be able to see bill statistics and all of our interactions with purchasers.”

Brown continues, “FinancialForce makes it simpler for me to do my job as CFO. I don’t think of it as simply an accounting gadget, but reasonably as a enterprise device that allows me to manipulate my company on a daily foundation. It has converted the manner we manipulate the business and we’re excited to have FinancialForce supporting us as we expand.”

further consequences and advantages that Motus has carried out through integrating their accounting device with Salesforce CRM consist of:

Motus implemented FinancialForce Accounting inside 60 days all over the business’s busiest season – 12 months-end, annual audit and funds time

Month-end reconciliation decreased from weeks right down to minutes via leveraging the energy APIs on the platform into Motus’ forecasting and budgeting app

Month conclusion close decreased from weeks to days with automation and workflow

For more details on Motus’ story, please see a brand new video and case study posted by using FinancialForce:https://www.fin ancialforce.com/consumer-stori es/motus/

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