SOLUTIONS

Salesforce

Streamline Your Operations for Explosive Growth

Unlocking Hidden Value through Technology Expertise

CFOsquared specializes in helping private equity-backed companies unlock and optimize transformative value using technology. Our team is frequently engaged when portfolio companies encounter various financial and operational hurdles on their journey to value creation.

our approach

Maximizing Existing Tech Platforms:

Our cross-functional teams assess key business processes and technology platforms, identifying opportunities to enhance efficiency in accounting, finance, and operations using current technology solutions such as ERP and CPM systems.

Aligning Roadmaps with Your RevOps:

We develop comprehensive roadmaps encompassing people, processes, and technology improvements aligned with the deal thesis. This ensures a practical, ROI-driven approach focused on implementing initiatives that yield the highest value throughout the investment cycle.

Harnessing Data for Informed Decisions:

Exploring cutting-edge technologies like artificial intelligence, business intelligence, and machine learning, we enhance visibility to drive informed decision-making and maximize value creation.

On-Going Support

Whether you want to elevate your team's skills to an expert level or require custom Apex/Visualforce development to automate your sales processes.

Custom Apps

Our team of Salesforce Certified Developers can create custom applications tailored to your unique business requirements, utilizing various tools, including Javascript, Visualforce, Apex, and other technologies available on the Salesforce platform.

Data Migration

Field mapping, scripting, importing, and validating your legacy customer, transactional, and company data will maintain the integrity and quality of your data.