Case Study: A better way to analyze your business data

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Learn how Summa Technologies gets a real-time, granular view of their business data

Fed up with disparate systems and mountains of Excel spreadsheets, Summa Technologies' rapid growth urged them to get a solution with a single source of information across the business.

Because they were already using Salesforce as their CRM, making the switch to FinancialForce Accounting - built entirely on Salesforce - was an easy choice. They now have FinancialForce PSA and HCM as well.

With a powerful little feature called Action Views, they are able to seamlessly get any data they need at their fingertips. Download the full case study to get all the details. 


Learn how they were able to:

  • Easily answer questions that used to be a pain 
  • Analyze information at anytime, anywhere
  • Simply produce auditing reports

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