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The Customer-centric CFO: Three Reasons for Finance Teams to Adopt Salesforce

December 2, 2020 by Brandon Metcalf Leave a Comment

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? How are these changing in current circumstances? Being aware of changing market dynamics is key to being one step ahead of the competition, and nobody wants to offer their customers second best.

At my company, Place, I spend a lot of time talking to finance executives, many of whom work for dynamic start-ups in the tech sector. And they are as focused on understanding the customer as anybody else in the C-suite.

Being truly customer-centric often means taking a non-traditional view of what the role of a finance officer involves. It is no longer — if it ever was — about

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