REASONS WHY ACCOUNTING IS BETTER ON THE SALESFORCE1®

PLATFORM7

COMPLETE 360 VIEW OF YOUR CUSTOMERS

If you give your Sales and Services team a complete 360˚ view of their customers including

up to the minute visibility to financial transactions and account balances, they’ll be able

to answer ALL the questions they get from their customers, not just some of them. As a

result, your customer service levels will improve, you’ll be able to meet and exceed the

expectations of your customers and your finance team

will have less interruptions in their day-to-day workflow.

With FinancialForce Accounting and CRM from Salesforce,

you’ll have a single account record for each of your

customers, shared by Sales, Services and Finance.

IMMEDIATELY ACCESS MORE ANSWERS1

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ENTERPRISE CLASS AUDIT & APPROVAL

When audit time comes around you’ll find that having

your transactions, supporting documents, audit trails,

approvals and conversations all in one place will

shrink audit times, reduce costs and reduce the effort

required to support the audit process. With all your

opportunities, quotes, orders, deliveries, cash

receipts and general ledger entries linked together

in the same database your auditors can perform

their step-by-step transaction walk-throughs by

simply clicking from record to record. They can also

see the business process from end-to-end with all

the explanatory backup. It doesn’t get any simpler

or easily audited than that.

ACCOUNTABILITY IS BUILT INTO EVERY ACTION2

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BREAK DOWN DEPARTMENTAL BARRIERS

Modern businesses are re-organizing themselves to work in quickly formed,

agile teams rather than staying constrained within rigid departmental boundaries.

A common platform shared by Sales, Services, Delivery and Finance empowers your

accounting team to provide easily understood and actionable financial information to

others in the organization. Finance can field questions

regarding revenue and costs from across the entire

business quickly and efficiently. Salesforce provides

a single common platform that breaks down those

departmental barriers and promotes teamwork and social

collaboration in an engaging and responsive way that

siloed systems are unable to achieve.

SHARED TOOLS BUILD BETTER TEAMS3

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CRM AND ERP MOBILITY IN A SINGLE APP

It’s not just your sales teams that need to get things done

when they are on the road, in a meeting or in the coffee shop.

Your finance team members are also working on their smart

phones, tablets and adopting the latest mobile technologies

to manage both their professional and personal life. When

your accounting system is running on the Salesforce1 Platform,

your back office data becomes available from within the

same Salesforce1 mobile app used to mobilize your CRM data

including secure access to day-to-day reports, dashboards,

documents, approval processes and tasks.

ADVANCE THE BACK OFFICE TO THE FRONT LINES4

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FASTER INVOICING, FASTER CASH COLLECTION

A shared Salesforce platform for Sales and Finance means

the customer is billed for exactly what they ordered. Rather

than complex integration code or even manual keying of

orders which can cause errors, your CRM or custom objects

can be directly mapped into sales invoices in FinancialForce

Accounting. There’s no surprises for the customer and all your

customer facing staff can see exactly what’s been billed. When

it comes time to chase late payers for outstanding payments

you can leverage the strong business relationships formed

during the sales process and use your sales team as your most

effective debt collectors. Sales can have full visibility to payment

status and customer account balances and can collaborate

directly with Finance via Chatter on specific invoices, credit

notes and cases to resolve disputes.

LET INFORMATION AND CASH FLOW 5

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ENTERPRISE CLASS DATA SECURITY

Salesforce provides a world class data center

infrastructure, protecting the business critical data

of many of the world’s largest organizations. You’ll

want your financial data protected by the same world

class security best practices, physical data center

security controls, threat protection processes and

data privacy certifications. Get the same visibility to

system availability and performance as your CRM

data through trust.salesforce.com. Why would you

settle for anything less?

THERE ARE NO SMALL BUSINESSES WHEN IT COME TO SECURITY6

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CENTRALIZED COMPLIANCE AND POLICY MANAGEMENT

A primary role of your Finance team is to define and manage company policies and

monitor compliance across the entire business, not just within the accounting team

itself. The Salesforce1 Platform provides a world class enterprise approvals engine

that allows you to define and monitor approval processes

across your entire company. It provides one place to define your

organization hierarchy, manage point and click multi-level approval

rules definitions, automatic non-erasable approval history audit

trails and provide full email and mobile access for requesters

and approvers. One common engine for approvals means your

employees have only one tool to learn, your managers can

manage all their approvals from a single list and your auditors have

one place to review policy documentation and to test compliance.

MEET YOUR NEW POLICEFORCE7

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FinancialForce.com delivers ERP at Customer Speed TM.

Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain Management (SCM) apps allow businesses to increase the speed at which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and headquartered in San Francisco, FinancialForce.com is backed by leading global institutions Salesforce.com, Advent International and UNIT4.

For more information about FinancialForce visit: www.financialforce.com or call 1-866-743-2220.