CHAPTER 12Best Practices in Finance and Legal

It’s accrual world.

—Anonymous

THIS CHAPTER COVERS THE point where “the rubber meets the road”: signed contracts and money. Administrative and operational users need to understand how to use the system to streamline processes and avoid the duplicate data that frustrate all users. SFDC should be the hub of a comprehensive system for managing and storing the customer relationship over time.

Driving the Investment Decision

For companies large enough to have a CFO—and the vast majority of SFDC customers fall into this category—the investment decision to convert SFA systems or expand the system the company already has deserves your attention. It may be the company’s first foray into the world of software ...

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