The client’s organization was experiencing a period of rapid growth when they began outpacing their financial and customer management systems. This Michigan-based consulting agency wanted a Salesforce partner to integrate CRM and financial tools capable of providing their teams with greater real-time visibility of operations and streamlined reporting.
The DISHER team drew up a wish list of all the functions they wanted. In the end, Salesforce with FinancialForce scored the highest and provided the most flexibility. Their Michigan team worked with Nubik’s crew of Salesforce consultants to further the development of their system and bring their plans to life with Sales Cloud, FinancialForce ERP Cloud, and PS Cloud.
“The way Nubik approached the project in many ways put us at ease with how large a project this was, and by tackling the little bite-sized chunks that they would show us and help us achieve every day, they got us to our goal.”
Our consultants provided ongoing support and used a proven methodology including workshops, tools, and training in order to fully onboard DISHER’s business development staff on Salesforce architecture. We laid out a path in advance for the client’s team, so they knew what to expect each step of the way. They now have a single version of the truth implemented throughout their organization and can scale administrative services with ease.
DISHER is a consulting firm offering product development, talent solutions, and business solutions with 150 employees in Michigan and Indiana. They were recently recognized by Fortune as the 5th Best Small Workplace in the United States.