Brandon Metcalf

Fully understanding each customer’s engagement is a basis for ensuring that your business provides real value at competitive rates.Continue reading on AppExchange and the Salesforce Ecosystem » … [Read more...] about What Does The “Customer 360” Have to do with the Finance Team?

The key to effective scenario modeling is to base it not just on backward-looking accounts but to draw on all operational data.Continue reading on AppExchange and the Salesforce Ecosystem » … [Read more...] about Answering the ‘What If” Questions — CFOs and Scenario Modeling

Most businesses today are focused on building close, long-term relationships with existing customers while also reaching out to new ones. Companies are driven by the need to provide real and lasting value.Business leaders generally want to know the answers to questions like: What are our existing and prospective customers looking for? What are their pain points and challenges? … [Read more...] about The Customer-centric CFO: Three Reasons for Finance Teams to Adopt Salesforce

In “the old days,” when you asked the finance department for a report or the sales team for a lead list, it would take days (sometimes weeks) to get an answer.Data would have to be collected, organized, and presented. Team members would have to go back and forth, comparing insights. And by the time you actually received an answer, the data, in some respects, would be considered … [Read more...] about How to Improve Data Visibility and Department Efficiency with Salesforce and Apps

Rolling forecasts are still a fairly new concept for businesses.In many organizations, financial planning is as follows: at the end of every year, you create a budget for the following year based on historical data. You look at how much money you spent in the past 365 days on marketing, sales, training, and technology, and then you adjust your budget accordingly. For the most … [Read more...] about Measuring Cause and Effect: How Real-Time Forecasting Can Become A Superpower For Your Business