Customizing data and reporting for a CRM co.

Key results:

Scalable end-to-end revenue process
Improved financial accuracy and reporting
Automated billing and revenue recognition

Value levers pulled:

Salesforce Implementation
Revenue and Sales Management
Technology Advisory

Key technology:

Salesforce

Picture this...

You’re the world’s #1 customer relationship management (CRM) platform, providing a suite of solutions spanning sales, service, marketing, revenue, cloud, and more. But you’re in danger of not hitting your revenue targe. Because of issues with manual invoice delivery, delayed access to financial reports, inconsistent data extraction, reliance on multiple disconnected tools, and data integrity, your M&A Finance Ops team cannot consolidate fragmented activities into a unified, scalable system.

You turn to Accordion.

We perform a finance function assessment to define a roadmap, set the stage for public company filing, and build the foundation of a leading finance function. We:

Gather and review current documentation including process narratives, policies and procedures, reporting, finance technology stack, and roles and responsibilities, and conduct interviews with management and functional leaders.
Assess overall public company readiness and transformation needs, including building SPAC/IPO roadmaps and timelines, evaluating business operations such as close acceleration and accounting operations, and optimizing the finance organization including ERP and finance technology.
Define prioritized initiatives with owners, and detail scope, estimated timing and outcomes.
Develop IPO launch strategy considerations for pre-close and post-close periods.

Your value is enhanced.

We partner with your team to:

Implement Salesforce Revenue Cloud, providing an end-to-end process that harmonizes technology with your company’s processes and regulations.
Leverage the core functionality of the Salesforce Revenue Cloud starting with quotes and approvals to empower automated contract generation.
Eliminate data integrity concerns while gaining instant access to financial reports.
Automate the invoice and revenue recognition processes.

Enhanced value:

Your M&A Finance Ops team now operates with a scalable CPQ and billing solution designed to support both current and future business needs. No longer reliant on multiple instances or manual data manipulation, you can work more efficiently—with a streamlined and consistent quoting process. With improved quote quality, enhanced contract accuracy, expedited invoice creation, and a faster quote-to-cash cycle, you can meet business demands with greater speed and precision.