Saying Goodbye to Spreadsheets

Our client realized shortly after their founding that an old school spreadsheet model wouldn’t cut it for an up and coming tech startup seeking to become a leading social industrial platform for manufacturers. A centralized, web-based platform was critical to managing their sales operations and finances as well as their interactions with international partners.

Having decided to invest in Salesforce for their CRM, the client turned to Nubik for help configuring and launching FinancialForce to deliver closed loop reporting, and insights into key opportunities and revenue growth. We worked closely together to configure the system, build reports and launch a robust system.

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.