Partner with us to integrate your finances.
When it comes to your business’ success, financial accuracy is key. Automated, precise information from sales and service all the way to accounting can save valuable time and prevent costly bookkeeping errors.
Whether you need a quick start or a highly customized solution, Growth Heroes can help.
Upgrade your processes, systems, & metrics.
Every business combines a unique collection of processes, systems, and metrics to measure success. When these elements are aligned and optimized, your business will leap forward.
Integrate your financial data with your sales and service functions using skillfully designed software tools. Our team of experts can recommend, configure, and optimize the right systems and processes to help you scale faster and grow profits. We’ll help you measure that success with smart KPIs and reporting, too.
Finance Processes
Using the right tools for your business, our Salesforce-certified team members can set up and optimize the following processes to uplevel your finances:
Salesforce & Accounting Synchronization
Invoice Generation
Automated Sales Tax
Purchase Order Management
Inventory Cost Tracking
Online Payments
Enterprise Resource Planning
Finance Systems
To standardize your financial data across departments and minimize errors, you need the right systems in place. Using Salesforce and additional integrations, we can help you optimize your systems in one organized, intelligent platform. We’re experts in configuring the following systems:
Additional Finance Systems
Avalara
Automate your business’ tax compliance for simplicity, accuracy, and real-time tracking.
Quickbooks
Manage every step of your business’ accounting, all in one place. If your company has multiple locations, integrate them into a single system for transparency and consistency.
Salesforce Einstein Generative AI
Automatically generate relevant content across interactions – from sales and marketing to IT. With AI directly built into your CRM, you can maximize productivity across all departments of your business.
Oracle Netsuite
Oversee all your business’ operations like customer relationships, accounting, enterprise resource planning, and more, in one software platform.
DocuSign
Generate contractual agreements in only a few clicks. Capture electronic signatures safely and securely, and store official documents all in one place.
Conga
Automate documents using nearly any file format – PDF, Word, PowerPoint, Excel, and more. Capture electronic signatures safely and securely.
Finance Metrics
To elevate your financial operations, you need to be able to accurately measure and track your KPIs. We’ll help you set SMART goals, track improvements over time, and identify any problems you need to solve using reliable data. Then, you’ll be able to repeat your success to scale faster and grow profits.
Finance metrics we’ll help you track:
- Accounts receivable days outstanding
- Billable efficiency
- Invoice lag
- Preventative maintenance contract value
- Annual recurring revenue
- Monthly recurring revenue
- Customer churn rate
- Client lifetime value
Growth Heroes can help you:
Manage reliable, accurate data in one place.
Stay up-to-date on performance, trends, and opportunities for improvement with regular reporting.
Set up dynamic dashboards and reports in Salesforce that can update in real-time.
Interpret your data into actionable insights with expert analysis and recommendations.
Get started with Growth Heroes
Whether you need a quick-start solution or a highly-customized Finance engine built for your unique business with all the bells and whistles, our experts can recommend, configure, and optimize the right Service solutions for you. Contact us to get started.
Don’t see the Finance solution you're looking for?
Our Growth Heroes experts are always looking for new and exciting challenges and updating our Salesforce certifications. If you don’t see your Finance solution listed here, reach out and let us know what you’re working on.
Results
“We have worked with Growth Heroes for almost a decade to digitally transform our business. Our partnership with them led to a 5x increase in profitability, and a statewide award recognizing our success. Growth Heroes continues to find new ways to increase ROI and the efficiency of our business across marketing, sales, field service and finance. You can trust them to carefully improve your business model through Salesforce and automation.”
Michael Sale
CEO, System Scale
Ready to grow?
Let’s connect.
We’d love to hear about your next big project and explore how we can partner together to help you grow.
