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Saying Goodbye to Spreadsheets

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Our Salesforce AppExchange Score
4.7
5
As of July 24, 2021
Client
Poka
Industry
High Tech
Employees
51-200
Implementation
FinancialForce ERP Cloud, Supply Chain Management
Client
Poka
Industry
High Tech
Employees
51-200
Implementation
FinancialForce ERP Cloud, Supply Chain Management
Introduction

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.

Solution

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.

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“Working with Nubik is like working with a group of like-minded entrepreneurs. It was a great experience for us.”

Alex LeClerc - Poka Testimonial
Alexandre LeClerc
President and Co-Founder
Poka
Results

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.

About Our Client

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.

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