The Case for FP&A in Salesforce with RoyCon and Blueprint Advisory
Budgets, Forecasts, and Financial Reports are only as current and accurate as their data sources.
In this webinar with the Austin Tech Council , we’ll discuss why Salesforce is the ideal environment to manage your business, and how connecting finance with PlaceCPM is a game-changer.
The panel conversation will feature Greg Symons, the President of Blueprint Advisory, a Salesforce Product Development Outsourcing firm, and Cole Conroy, the CEO at RoyCon.
Can you afford to make decisions on out-of-date, inaccurate financials? Of course not.
Yet most companies operate time-consuming FP&A workflows that require manually merging finance, sales, and operational data in a separate system.
Salesforce + FP&A in PlaceCPM = Accurate Financials Anywhere
✔️ Impressively accurate forecasts, utilizing your most recent Salesforce and accounting data
✔️ Incredibly fast accounting workflows (consolidations, variance analysis, month-end close, etc)
✔️ The confidence to make decisions, big and small, with a true 360° view of your business
Want to get started with PlaceCPM today? DIY install and guided demos are available right now!
Learn more about the Austin Tech Council: https://www.austintechnologycouncil.org/
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Equip your go-to-market and finance teams with the connection they need.
Built on the Salesforce Platform, Place unifies SaaS go-to-market and finance teams, systems, and processes to drive stronger cash flow and increase customer retention.