Learn how a unified system with Salesforce in the front office and FinancialForce for their services has transformed operations and project management for this professional services consulting business.

1. FinancialForce PSA and Salesforce together has been exciting for us. Our future
is bright! We know that we are going to be able to continue our aggressive growth.
We have the processes and the platform that can take us well into the future.
With FinancialForce on the Salesforce platform, and its flexible reporting and
dashboarding options, we are running analytics in ways that we were never able to
do before and only dreamed of being able to do.
Company Size
Small
Case Study Product ­
FinancialForce PSA
Systems Replaced
ConnectWise
Location
Columbus, Ohio
Industry
Consulting
Revolution Group
Revolution Group, a certified Salesforce partner, is a
business and technology consulting firm, with three primary
divisions that focus on manufacturing and ERP, Salesforce
and CRM, and technology and infrastructure consulting.
The common thread between the divisions at Revolution
Group is their passion for solving customers’ business
problems. Learn how FinancialForce was the obvious
choice to create success within their passion by connecting
processes and communication across the organization.
SUCCESS STORY
Revolution Group
Polly Clavijo | COO
Revolution Group

2. SUCCESS STORY • Revolution Group
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.
Copyright © FinancialForce, inc. All rights reserved. The information contained in this document is intended for general information only, as it is summary in nature and subject to change. FinancialForce and
FinancialForce.com are trademarks of FinancialForce.com, inc. Any third-party brand names and/or trademarks referenced are either registered or unregistered trademarks of their respective owners. FFFY1013US
To find out more about FinancialForce solutions, please contact us at:
www.FinancialForce.com | info@financialforce.com | 866-743-2220 | @FinancialForce
Business Issues
• Prior system ConnectWise is not connected to Salesforce, preventing
unified information to be visible across the entire organization
• Lack of visibility made the handoff from sales to services challenging
from a customer expectation and capacity planning perspective
Benefits & Results
Unified system has transformed operations and project
management
• As a Salesforce partner and user, it made perfect sense to put project
information on the same platform, allowing sales and services to work
off same connected data leading to better decisions
• FinancialForce brings scalability and security to support rapid growth
without changing infrastructure or bringing disruption to customers
• Flexibility of apps makes it simple to adjust to the unique business
needs across three different divisions
• Hiring decisions are now data-driven tying the resource forecast to the
sales forecast. Resource needs now accurately forecasted 1, 3, 9, 12
months out
• Connected processes and widespread use of Chatter has teams
collaborating and communicating more freely across departments, with
responsibilities more clear on how to better serve the customer
• Implementation very turn-key thanks to clicks, not code configuration of
the system
• The continual and fast rate of releases and new features of the
FinancialForce apps have made direct, positive impacts in company
processes
Here’s the key. We’ve grown
35% annually over the last
five years. With PSA on the
Salesforce platform, it’s
enabled us to better manage
our explosive growth that
we’ve experienced without
any significant disruption to
our customer service and
while maintaining a very high
customer sat rating.
Pat Welsh | Director ERP Practice,
Revolution Group
Connect your Processes and Better Serve your Customer
• Now sales, service delivery, marketing and finance are working off same customer record and can quickly address, identify
customer needs at any time
• With sales and services connected comes smarter staffing decisions to build customer relationship at project onset
• PSA manages every processes from the first bid through to project delivery – keeping the entire org in sync with the
customer
• Speed up customer time to value. Resource management is a snap when customer requirements and resource availability
are all together in the same system
• Teams more proactive with customers with real-time, actionable project data. PSA monitors projects at milestone and task
levels providing unprecedented clarity on margins and where to adjust
• Visibility to schedules, customer requirements and consultants’ time ensures teams building smarter plans that don’t miss
customer requirements