Adoption Strategy: The Executive’s Key to Success
Success in a changing climate In today’s economic climate, change is constant. Executives who want to ensure the success of their organization need to be skilled with managing change. This […]
The Office of the CFO: Unlocking Financial Success with Artificial Intelligence (AI)
The Office of the CFO plays an integral role in driving financial success and strategic decision-making within organizations. However, complex challenges like sales management, data readiness, ERP integration, revenue forecasting, […]
Merger Acquisition & Onboarding Readiness, All in Salesforce (Office of the CFO Series, Part 6)
Many organizations strategically expand, grow, invest, hedge and capture market share through merger and acquisitions. A challenge that is often faced in M&A is how to digitally onboard people, […]
CPQ Success Part 1: 5 Critical Things for a Successful CPQ Transformation
Do you want this CPQ project to be minimally disruptive? Then, you’re already preparing to fail. To be successful with CPQ (and Billing), you must come to the table […]
Revenue Forecasting, Reporting, Leakage and Churn (Office of the CFO Series, Part 5)
Throughout this series we have covered critical factors that enable the Office of the CFO including Sales & Financial Master, Data Readiness, Salesforce + ERP, SSP & the Sales Catalog […]
Standalone Selling Price and the Product Catalog (Office of the CFO Series, Part 4)
Standalone Selling Price. SSP. ASC 606. Standalone Selling Price. SSP. ASC 606. When speaking with clients, oftentimes these terms are seen by clients, especially financial stakeholders, as new, […]
Salesforce plus the ERP: In Perfect Harmony (Office of the CFO Series, Part 3)
As discussed in our two previous posts in this education series, Salesforce can address and support key priorities that matter to CFO’s and Finance departments. The clear establishment […]
Data Readiness (Office of the CFO Series, Part 2)
“Garbage in, garbage out” – George Fuechsel A lot of people use the term “garbage in, garbage out” without realizing that this was actually coined by George Fuechsel, […]
The Sales Master and the Financial Master: An Overview (Office of the CFO Series, Part 1)
I say often “Revenue is king, margin is a measurement of health and disclosures are the devil in the details. Sales and Finance are equally accountable to the […]
Our new series, The Office of the CFO: Enabled through Salesforce
At Uptima, we believe in making things easier for ourselves, our customers, and our partners. It’s at the heart of every decision we make and every project we complete. We […]