Having decided to invest in Salesforce for their CRM system, they turned to Nubik for help in configuring and launching FinancialForce to deliver closed loop reporting and insight from opportunities to revenue. We worked closely together to configure the system, build reports and launch a robust system.
“Working with Nubik is like working with a group of like-minded entrepreneurs. It was a great experience for us.”
The client was able to define their opportunity process, customers, partners, and who should have access to which types of information. Throughout the process, our client also benefited from more than just configuration. As they continue to grow, there will surely be new opportunities to leverage the skills and experience that we bring to the platform.
Founded in 2013, Poka is the first social industrial platform that focuses on efficient training, knowledge retention and real-time information within the manufacturing world. They seek to break down traditional silos that have divided the workforce, management and factories for decades, and transform the industrial world.