This is the 53rd in a series of business tips from industry leaders that Enterprise Times has interviewed. Enterprise Times recently spoke to Tyler Flora of Avalara about the success of the Certinia Professional Services Cloud solution in driving efficiency within the Avalara professional services team. He shared how the company came to deploy the Certinia solution (originally FinancialForce), its challenges, and the benefits it has delivered internally and to customers.
Sharing advice about implementation
As the interview drew to a close, I also asked Tyler whether he could share a tip for a business leader looking to consider a PSA solution.
“My biggest recommendation is in implementing a solution, don’t view it as a one-time effort and then just use it as is for the next five years. You have to factor this into your costs, your budgeting, and even your ROI. While it’s more cost, there is more positive ROI in that.
“Everybody needs to approach it with the mindset of finding out what the minimum requirements are for you to migrate into this system. That brings down the timeline of implementation. What that’s going to do is help you understand what’s possible next, but you’re already getting the benefits of the system.
“I would make sure from a budgeting, cost perspective, and this goes back to what I said with Avalara PS getting its own Salesforce admin, we wanted to continuously improve the system. We’re five years in now. We continue finding opportunities to automate more of our customer journey within Certinia. To the extent that we’ve actually brought on a second Salesforce administrator because we see positive ROI in that.”
