Spring Meetup - LinkedIn

If everyone is moving forward together, then

success takes care of itself.

- Henry Ford

Forty People. Four Cities. We were so happy to be together for two days as a team – still remote in micro-bubbles – but a welcome evolution from the early days of Covid where we were each in a home office.

A Zoom meeting with teams in four locations made for some happy surprises, and we also discovered what to avoid. Even simple things like a loud air duct or poor room setup can interrupt the flow. Here are some of the things that worked for us – and some that didn’t.


  1. Engagement happens when we can see each other – definitely ask everyone to have individual cameras on and muted – as well as a camera on the full team in each room. That way when anyone speaks, they can unmute, and everyone can read their facial expressions and hear their intonations, which is just as important as the content they’re sharing.
  2. Breakouts within the different locations work well – even with a central speaker or lead for the sessions, we found that when we paused the group meeting and worked together as in-person micro teams on specific tasks, we had a lot more to share when we came back together, and we all liked the time working with people in the room.
  3. Always. Book. Amazing. Dinners. One thing comes up every time we ask for feedback on internal events – and it is a resounding YES PLEASE to great team dinners. Everyone. Together. Whether it’s a swanky joint or a hands-on taco truck, memorable moments make the week. It’s time when we get to laugh, and eat, and leave work behind. Those shared memories (and inevitable foibles) are some of the things that keep us motivated individually, and bind us together as a team.
  4. Plan for your time zones. It’s not easy to schedule micro teams across three time zones – but we made it work by setting one global schedule and ensuring everyone had four hours a day booked together as a complete group. That meant every city had at least a morning or afternoon free to work or spend time together. Eight hour days online are just too much.
  5. Pick a meaningful theme and encourage everyone to share insights.
    This spring our leader Doug Johnston chose Trust – how to build, maintain, and value trust between colleagues, customers, and partners. As consultants it’s our job to build it. Nurture it. And we do that by handling every situation with honesty and strong values. Everything we talked about tied back to this theme.


If you know any of us – you know that travel and face time is an important part of our work. We embraced the changes and modified to fit the needs of the last year, we’ll keep evolving, and earning the trust of our clients and partners. Any ideas or suggestions for the next round?


Executive Administrator

Job Posting

EXECUTIVE ADMINISTRATOR

Apply Now

At VFP Consulting, we believe in hiring great people, not just great resumés.  We create value for our clients through exceptional service:  providing knowledgeable recommendations, identifying and mitigating risk, and challenging the status quo.

 

WHAT YOU CAN EXPECT AT VFP

You’ve got an extraordinary opportunity to join a small, successful and ambitious company on the rise, and to help shape our future.  Perhaps you’ve thrived in this kind of environment before, or maybe you’re with a larger firm and looking for a change of scenery.  We’re offering a chance to directly influence the evolution of our business with your talent, take your career to the next level, and have fun doing it.

 

WHAT THE ROLE LOOKS LIKE 

As our Executive Administrator, you’re the critical right hand to our leadership team and an important supporter of our whole company.  You’re critical to help our company scale by helping our team operate more efficiently.  You’ll support them through a variety of day-to-day tasks, but more importantly you’ll be a significant contributor to the strategic advancement of the company by getting involved in several important internal projects and programs across operational functions including Finance, Technology and People.  You’ll also play a part in helping our business development efforts in Sales and Marketing.  If the idea of working across every function in our company excites you, this is a good match.  When we stop and take stock of how much we’ve gotten done next year, we’ll have you to thank for making it happen.

 

Our clients are located throughout the U.S. and many have global offices.  At VFP you’ll get to work remotely from anywhere in the continental U.S.  Occasional travel should be expected.

 

RESPONSIBILITIES

  • Wear several different hats as you support the growth and daily operations of a busy boutique consulting firm — you’ll get a chance to work in every corner of our business
  • Help with the production of important documents and presentations that will help grow the business
  • Track and drive completion of key initiatives, following up on outstanding items to ensure timely success
  • Drive our culture by playing a central role in the production of our team-centric events, such as our twice-annual meetups, All Hands Meetings, and our annual Founder’s Club.
  • Assist with the production of several marketing events throughout the year for both partners and prospects
  • Own the administrative details of our recruiting efforts and HR administration as well as responsibility for our numerous vendors across all parts of the company
  • Coordinate and execute our employee onboarding program
  • Support our accounting and forecasting functions as required, and help us maintain clean information systems internally
  • Complete special assignments as required, which may involve research and analysis

 

REQUIREMENTS AND SKILLS

  • 3+ years of experience working in an executive administration capacity, ideally within either a consulting or technology environment
  • Bachelor’s degree is preferred
  • Fantastic organizational, communication and interpersonal skills
  • Highly motivated in a 100% remote work setting, with minimal supervision
  • Able to work and thrive in a fast-paced, dynamic, and a passion for making ambiguous things orderly
  • Very detail oriented, with a sixth sense to anticipate what’s needed that hasn’t been communicated
  • Creative approaches to problem solving, planning and execution
  • Experience with Salesforce and/or FinancialForce is highly desirable
  • Able to travel periodically throughout the year to locations in North America
  • Bring our values to life in your work:  Vision, Focus and Passion

 

WHAT WE OFFER

  • Competitive compensation package, including bonus plan, benefits and perks
  • Work remotely from home and travel as needed
  • A dynamic, fast-paced environment that comes with a flexible schedule
  • Extraordinary teammates who are accountable, love what they do and support one another
  • Leaders who support your growth and stand behind you
  • Challenging work, and the chance to learn something new each day
  • Team meetups throughout the year
  • A culture that knows how to unwind and celebrate success 

 

We’re looking for smart people with great attitudes and experience to join our highly regarded firm and further their career in the Salesforce ecosystem.  If you’re interested in learning more, we’d love to talk to you.    

Apply Now

Habits are formed by doing something every day, and we think that is an essential can’t-live-without-it part of the job at VFP. We make excellence our habit. So you know you can count on us to look out for you and deliver the best.

Core Values

Where PassionMeets Purpose.


Senior Consultant, Sales Cloud

Job Posting

SENIOR CONSULTANT, SALES CLOUD

Apply Now

At VFP Consulting, we believe in hiring great people, not just great resumés.  We create value for our clients through exceptional service:  providing knowledgeable recommendations, identifying and mitigating risk, and challenging the status quo.

 

WHAT YOU CAN EXPECT AT VFP

You’ve got an extraordinary opportunity to join a small, successful and ambitious company on the rise, and to help shape our future.  Perhaps you’ve thrived in this kind of environment before, or maybe you’re with a larger firm and looking for a change of scenery.  We’re offering a chance to directly influence the evolution of our business with your talent, take your career to the next level, and have fun doing it.

 

WHAT THE ROLE LOOKS LIKE 

As a Senior Consultant working directly with clients, you’re an advisor building strong and trusted relationships.  You’ll deliver end-to-end consulting services on the Salesforce platform using Salesforce cloud solutions and FinancialForce to support our customers’ business needs.  Typical projects involve requirement gathering workshops, documentation, data migration, system configuration, testing, integration, change management and client engagement.  You’ll have a chance to own it all.

 

Our clients are located throughout the U.S. and many have global offices.  At VFP you’ll get to work remotely from anywhere in the continental U.S. and travel to client locations as required.  On average you should expect to travel 30-50% of the time to support several concurrent projects.

 

RESPONSIBILITIES

  • Design, operate, and integrate Salesforce systems to enable efficiencies in key areas of the business
  • Provide consulting and coaching around best practices in Salesforce administration and implementation to enhance user experience
  • Work on Salesforce automation to streamline processes
  • Manage multiple stakeholders’ engagements and work with associated team members to understand projects, facilitate business process analysis sessions, and develop technology solutions for these teams
  • Identify project issues/risks and present alternatives to alleviate or resolve them
  • Proactively recommend new features and improvements to optimize and grow the use of the platform
  • Collaborate with key stakeholders to build, iterate, and improve existing or new processes and functions
  • Design, build, and deliver tailored Salesforce solutions for the business using Salesforce and other connected technologies
  • Author functional and technical specifications and help maintain overall documentation for the business
  • Uphold and promote best practices, design guidelines for security practices
  • Troubleshooting, and maintenance of the connected Salesforce platform

 

REQUIREMENTS AND SKILLS

  • At least 3 years of experience with technical implementations 
  • Advanced experience with Salesforce.com configurations
  • At least 3 years of experience implementing Sales Cloud, Service Cloud, CPQ, or other Salesforce solutions
  • Experience implementing a full project lifecycle from requirements to deployment
  • Experience in deploying Salesforce components from one environment to another via change sets, ANT, or other third-party tools
  • Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems, and processes
  • Proven ability to design (i.e. solution options) and implement new processes and facilitate user adoption
  • Strong understanding of the platform, with the ability to build custom apps and objects, complex formula fields, flows, process builder rules, custom views, validation rules, page layouts, record types
  • Strong understanding and experience implementing permissions and sharing framework and ability to manage complex permission levels via profiles, role hierarchy, sharing settings, and field level security
  • Solid understanding of the Salesforce and FF data model and relationships between objects
  • Experience with other CRM software, such as Dynamics, Oracle OnDemand, Siebel, Peoplesoft, or NetSuite
  • Experience with enterprise integration tools and extract, transformation, and load (ETL) tools such as Informatica
  • Strong presentation and communication skills
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards
  • Creative and analytical thinker with strong problem-solving skills

 

PREFERRED QUALIFICATIONS

  • Bachelor’s Degree
  • Salesforce Certifications
  • FinancialForce Implementation Experience

 

WHAT WE OFFER

  • Generous compensation package, including bonus plan, benefits and perks
  • Work remotely from home and travel as needed
  • Flexible schedule, and high autonomy to manage your workload
  • Extraordinary teammates who are accountable, love what they do and support one another
  • Leaders who support your growth and stand behind you
  • Challenging work and the chance to learn something new each day
  • Support for achieving Salesforce certifications, as well as continuing education outside of work
  • Team meetups throughout the year, and our annual Partner’s Club trip for our top performers
  • A culture that knows how to unwind and celebrate success 

 

We’re looking for smart people with great attitudes and experience to join our highly regarded firm and further their career in the Salesforce ecosystem.  If you’re interested in learning more, we’d love to talk to you.    

Apply Now

Habits are formed by doing something every day, and we think that is an essential can’t-live-without-it part of the job at VFP. We make excellence our habit. So you know you can count on us to look out for you and deliver the best.

Core Values

Where PassionMeets Purpose.


Solution Architect

Job Posting

Solution Architect

Apply Now

At VFP Consulting, we believe in hiring great people, not just great resumés. We create value for our clients through exceptional consulting: providing knowledgeable recommendations, identifying and mitigating risk, and challenging the status quo. 

 

WHAT YOU CAN EXPECT AT VFP 

You’ve got an extraordinary opportunity to join a small, successful and ambitious company on the rise, and to help shape our future. Perhaps you’ve thrived in this kind of environment before, or maybe you’re with a larger firm and looking for a change of scenery. We’re offering a chance to directly influence the evolution of our business with your talent, take your career to the next level, and have fun doing it. 

 

WHAT THE ROLE LOOKS LIKE 

As a Technical / Solution Architect, you’ll work with our internal teams, clients, and technical partners to scope, design and execute the technical aspects of our projects which will include participation in the pre-sales effort. You’ll build the “bridge” between functional requirements and the technical resources.  As a client facing consultant, you will help our consultants design and construct a complete end-to-end solution for our clients. This includes, but is not limited to, third party application integration, custom development, and/or data migrations. From initial concept and implementation best practices through iterative testing and sign off, we’ll be counting on you to be the technical hub across several client’s environments at any given time. 

 

Our clients are located throughout the U.S. and many have global offices. At VFP, you’ll get to work remotely from anywhere in the continental U.S. and travel to client locations as required. On average you should expect to travel up to 30% of the time to support several concurrent sales opportunities and projects. 

 

RESPONSIBILITIES 

  • Solution Design
    • Assist with pre-sales process to ensure any technical needs are identified and scoped accordingly 
    • Understand best practices and estimation methods for customizations to drive scoping 
    • Review and advise on implementation tactics in complex Salesforce orgs
    • Recommend best practice configuration/development processes
    • Assist implementation team with technical possibilities, guidance, and decisions
  • Technical
    • Design/Develop custom code and queries using APIs, APEX, LWCs, VisualForce, SOQL, XML, etc. 
    • Deployment of Salesforce configurations, developments, and managed/unmanaged packages 
    • Designing and develop components with strong Object Oriented Architecture methods
    • Data Migration strategies and use of tools such as Data Loader, Informatica, Jitterbit, etc. 
  • Communication
    • Author technical architectural documentation and diagrams to offer visualization of data models
    • Augment functional documentation with technical aspects to support end-to-end solution design
    • Present visualizations for various audiences including engineers, consultants, executives 
  • Project Leadership
    • Define system landscape to identify gaps between current and desired end-states
    • Lead technical requirement conversations during Business Process Reviews (BPRs) with clients 
    • Lead Data migration and integration discussions with client and VFP joint-teams 
    • Fully accountable for the satisfaction of customers 

 

REQUIREMENTS AND SKILLS 

  • Platform Experience
    • 5+ years Salesforce end to end implementation support for medium/large sized companies
    • At least 1 year of experience with FinancialForce PSA and FFA required
    • Certified Admin OR Developer I required; Additional certifications preferred
    • Ability to maintain and grow list of SF or FF certifications by at least one per year
    • FinancialForce Revenue Management and/or Billing Central experience preferred.
  • Tools & Integrations
    • Experience with different IDE environments such as Force.com IDE, VS Code, or similar tools 
    • Development using Apex Triggers and Classes, Lightning Web Components, JavaScript, and XML 
    • Application integration experience with Oracle, SAP, Concur, Netsuite, or Jira
    • Experience configuring or developing data tools such as Data Loader, Informatica, Jitterbit, etc. 
    • Various integration types and scheduling such as real time/asynchronous, batch, or canvas 
  • Consulting/Project Management Experience
    • 2+ years of experience working in a professional consulting organization
    • Proven technical acumen to translate business requirements into functional design 
    • Technical Project management via Agile development and/or Scrum team experience preferred
  • Business Acumen
    • Post-secondary education (or equiv experience) in computer science or business management
    • Any financial, accounting, or tax application experience is highly preferred 
    • Strong analytical skills and the ability to think critically about solving business problems 
    • Exceptional interpersonal skills, including communication, presentation and client management 

 

WHAT WE OFFER 

  • Generous compensation package, including bonus plan, benefits and perks 
  • Work remotely from home with travel as needed 
  • Flexible schedule, and high autonomy to manage your workload 
  • Extraordinary teammates who are accountable, love what they do, and support one another 
  • Leaders who support your growth and stand behind you
  • Challenging work, and the chance to learn something new each day 
  • Support for achieving Salesforce certifications, as well as continuing education outside of work 
  • Team meetups throughout the year, and our annual Partner’s Club trip for our top performers 
  • A culture that knows how to unwind and celebrate success 

 

We’re looking for smart people with great attitudes and experience to join our highly regarded firm and further their career in the Salesforce ecosystem. If you’re interested in learning more, we’d love to talk to you.

Apply Now

Habits are formed by doing something every day, and we think that is an essential can’t-live-without-it part of the job at VFP. We make excellence our habit. So you know you can count on us to look out for you and deliver the best.

Core Values

Where PassionMeets Purpose.


Senior Project Manager

Job Posting

SENIOR PROJECT MANAGER

Apply Now

At VFP Consulting, we believe in hiring great people, not just great resumés.  We create value for our clients through exceptional service:  providing knowledgeable recommendations, identifying and mitigating risk, and challenging the status quo.

 

WHAT YOU CAN EXPECT AT VFP

You’ve got an extraordinary opportunity to join a small, successful and ambitious company on the rise, and to help shape our future.  Perhaps you’ve thrived in this kind of environment before, or maybe you’re with a larger firm and looking for a change of scenery.  We’re offering a chance to directly influence the evolution of our business with your talent, take your career to the next level, and have fun doing it.

 

WHAT THE ROLE LOOKS LIKE 

Our Project Managers are responsible for driving the delivery of FinancialForce and Salesforce solutions.  The Project Manager will plan and lead implementation projects from winning the deal through the close of the engagement. Typical projects involve requirement gathering workshops, documentation, data migration, system configuration, testing, integration, training and project management oversight of all.

 

RESPONSIBILITIES

  • Coordinating staff and internal resources; matrix management 
  • Managing project progress, assessing and communicating effectively regarding risks, issues, actions and decisions
  • Developing mitigation and remediation strategies to manage risks and issues
  • Overseeing all incoming and outgoing project documentation
  • Conducting project reviews and creating detailed reports for clients, steering committees and internal consumption
  • Optimizing and improving processes and the overall approach where necessary
  • Managing large, diverse and geographically dispersed teams
  • Quality control of the services and accountable for the overall experience of the clients
  • Support the clients in developing engaging testing and training experience

 

REQUIREMENTS AND SKILLS

  • 3 – 5 years of project management experience in a consulting / professional services role
  • 5 years of experience in SaaS enterprise software delivery (ERP, CRM, SFA etc.)
  • Experience with Salesforce and/or FinancialForce is highly desirable, and Salesforce certifications are a definite asset
  • Post-secondary education in computer science, business administration, or equivalent experience
  • Project management training and experience is an advantage
  • Strong analytical skills and the ability to think critically about solving business problems
  • Exceptional interpersonal skills, including communication, presentation and client management

 

WHAT WE OFFER

  • Generous compensation package, including bonus plan, benefits and perks
  • Work remotely from home and travel as needed
  • Flexible schedule, and high autonomy to manage your workload
  • Extraordinary teammates who are accountable, love what they do and support one another
  • Leaders who support your growth and stand behind you
  • Challenging work, and the chance to learn something new each day
  • Support for achieving Salesforce certifications, as well as continuing education outside of work
  • Team meetups throughout the year, and our annual Partner’s Club trip for our top performers
  • A culture that knows how to unwind and celebrate success 

 

We’re looking for smart people with great attitudes and experience to join our highly regarded firm and further their career in the Salesforce ecosystem.  If you’re interested in learning more, we’d love to talk to you.    

Apply Now

Habits are formed by doing something every day, and we think that is an essential can’t-live-without-it part of the job at VFP. We make excellence our habit. So you know you can count on us to look out for you and deliver the best.

Core Values

Where PassionMeets Purpose.


How a customer-centric ERP helps Kin + Carta change the game

How a customer centric ERP helped Kin+Carta change the game.

Moving from sticky notes to digital: Inside the day of a Resource Manager turned PSA Product Owner who helped design and roll out a true digital transformation.

 

Every night before bed, Rachel Manigault would prepare oats in a mason jar for work the next day. She started her mornings with what she called a “super smoothie” (Kefir is the magic ingredient) and then biked to her office building in Chicago – yes, even in the dead of winter. With her bike locked up and a LaraBar already unwrapped in one hand, Rachel would log onto her computer at work. At 8:30 AM on a Monday, Rachel already has the buzzing energy of a business professional on a Friday.

It’s a stark juxtaposition to the image that usually comes to mind when one thinks of a busy Resource Manager at a fast-growing company. But Rachel had a secret weapon. At Kin + Carta, Rachel oversaw the day-to-day company billable utilization goals on FinancialForce across the Americas team. From 9 AM – 5 PM, Monday to Friday, Rachel lived and breathed the enterprise resource planning tool, adding finesse to a position that can often pull you in multiple directions at once.

“Can you believe 280 people were managed by sticky notes on a whiteboard? Now, I’m able to make reports and dashboards that simplify our resourcing and present the information we need in order to make key decisions every day.”

As a global consulting firm with a roster of Fortune 500 companies as clients, Kin + Carta has seen its staff more than double in the last two years and is on the fast track to growth. Headquartered out of Chicago and London with offices in New York, Denver, and Buenos Aires, Kin + Carta has been named a Leader in digital experiences by Forrester Research and previously recognized as one of the best places to work by Great Place to Work.

 

Rachel Manigault, PSA Product Owner at Kin + Carta

Just six months ago, Rachel transitioned out of Resource Management and became the global PSA Product Owner after the leadership team saw the positive impact professional services automation had on the team at Kin + Carta. With this first implementation guiding the way, four companies have since rolled out professional services automation under the Kin + Carta umbrella with more already scheduled on Rachel’s product roadmap.
“FinancialForce’s PSA software allows me to take a step back and see everything that’s running- assignments, projects- and look at the bigger picture,” says Rachel. “It allows me to look at what could happen. My COO and talent acquisition teams love that.”

With full visibility across the entire business, Rachel can make accurate reports and dashboards that simplify things for presenting critical information when the company has turnover or several new pipeline opportunities. “I love having access to so much data and that we’ve had such wide adoption. It’s so cool to get asked a question and be able to go back to the data, analyze it, and get the information I need to answer the question. Sometimes it’s about the future. Sometimes it’s about the past – but it’s all there.”

Go back two and a half years, however, and Rachel will paint you a much different picture. “Can you believe 280 people were once managed by sticky notes on a whiteboard?”

“VFP Consulting came up with the process options and tools – and I came up with how that would work for [resourcing at] Kin + Carta. I ran it by Nick and if we both agreed, we would implement it.”

The whiteboard wall where available resources and demand were being tracked would get updated daily by multiple people without notice as new information came in. Rachel acknowledges that it left a lot of room for confusion. “The way we were doing things was not scalable.”

Enter Nick Anderson of VFP Consulting. Working closely with Nick and coworkers–Elena Buckley from Client Finance and Peggy Dowell Director of Delivery Operations–Rachel was part of the core team that helped craft a viable solution for the company to move to SaaS Professional Services Automation. Nick and the VFP team were able to sit down and hear how Rachel and the team currently worked, how they wanted to do things and shared the various ERP solutions available to them – sticky notes non grata.

“VFP Consulting came up with the process options and tools – and I came up with how that would work for [resourcing at] Kin + Carta. I ran it by Nick and if we both agreed, we would implement it.”

The “it” being FinancialForce. The cloud-based resourcing system was a big transition for the company but Rachel took the wheel and spearheaded the transformation of the online platform from the shareable sticky note wall into the system it is today. Employees no longer have to pop by the Resource Manager’s desk for meetings or updates. Their new online platform has afforded the company the luxury of staying connected remotely. “There are lots of spokes in lots of directions but I think of [the Resource Manager] as the hub of the wheel,” says Rachel.

By having the implementation experts at VFP Consulting usher in FinancialForce company-wide, Rachel has seen the company transform into a data-driven business with insights they couldn’t have dreamt of having only a few years earlier. She’s witnessed the transition from making decisions based on a “gut feeling” to data-driven methodology and appreciates how it’s provided answers to questions that were once indecipherable.

“I got asked about a month ago, ‘What should our healthy benchmark be?’ I knew we needed to go back and look at the previous year’s clerical numbers. Based on all the targets, I was able to determine what a healthy number should actually be and share that with the team. It was really nice to have such a straightforward way to get to that answer whereas before, it would have been very difficult to do.”

“We still use our gut! But we use our gut to make decisions based on the data.”

Nick Anderson, Managing Consultant at VFP, and the team have been working with Rachel and the Kin + Carta team since the start of their switch from manual to automated two years ago and have seen the transformation firsthand. “Now Kin + Carta has separate businesses in their organization running on one platform and communicating with each other and sharing the same data, “ says Nick. “That’s what’s been the most rewarding for me, to see it all come together into a single platform.”

It’s also made everyone else better equipped to handle their responsibilities – and technology. “We still use our gut!” Rachel says. “But we use our gut to make decisions based on the data.”


VFP Consulting helps businesses streamline their Quote to Cash operations, processes and systems on the Salesforce platform. As an industry-leading implementation partner, and Inc. 5000 company, VFP Consulting’s aim is to provide clients a 360 view of their business in a single cloud platform. They work closely with FinancialForce to deliver reliable PSA and full stack cloud ERP solutions to businesses internationally.

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    VFP Consulting Named “Best of the Best” by SPI Research

    We’re excited to announce that SPI Research, the leading independent technology services research firm, has named VFP Consulting as one of this year’s Top 25 Best-of-the-Best Professional Service Organizations.

    As one of the top 25 firms out of 513 organizations who participated in SPI’s annual survey, we excelled across five critical service performance dimensions including leadership, client relationships, finance and operations. VFP Consulting is ranked in the top 5% and eclipsed average firms in revenue growth, team augmentation, and operational excellence (thanks to excellent project delivery and many happy customers!)

    At VFP, our core values anchor us in our decision making, our clients, and how we grow as a business

    Every year, SPI Research releases its Professional Services Maturity™ Benchmark to provide insights into critical business processes and key measurements so organizations can compare, diagnose, and improve their performance. “As we continue to expand our reach in the Salesforce ecosystem, SPI Research’s Benchmark report remains an important touchpoint for us on how to remain competitive and keep up the momentum,” says Stephanie Picardi, CEO of VFP Consulting.

    The Best-of-the-Best recognition is significant because it measures professional service organizations not only on financial results but on leadership metrics to reveal exceptional, holistic performance.

    At VPF, we’re a team that strives for operational and cultural excellence, always. Our people-first approach and core values have been our driving force since the start and have created a momentum that has seen a 45% growth per year since 2016.

    “VFP Consulting has seen tremendous growth over the past few years, not only in revenue but as a team and industry leader. At VFP, our core values anchor us in our decision making, our clients, and how we grow as a business. It’s what has driven us in our goal of operational and cultural excellence,” says Picardi.

    With a bigger team and more happy customers, come bigger deals and successes. This past year we’ve taken on more complex projects, reached more than 60 successful implementations, and seen great results coming in from both mid-market and enterprise-level businesses. We’re on a journey to set a new bar for excellence – and we’d like to invite you to be part of #teamVFP in 2020.

    FIND OUT HOW TODAY

    The 3 greatest perks of using a one-platform solution like Salesforce

    The 3 greatest perks of using a one-platform solution like Salesforce

    Are you having difficulties scaling your business?

    Are team productivity and communication dwindling?

    We’ve written an in-depth profile on how you can leverage a one platform business solution like Salesforce to completely transform your business. Implementing a one platform solution has been proven to not only help streamline business processes and accelerate cash flow but increase revenue as well!

    We created this story with Mason Frank International and our FinancialForce partner to inspire you to think bigger and learn how to best utilize the Salesforce platform. Read on to discover the 3 greatest perks of using a one platform solution and how you can use these tools to transform your business for the better today.


    The 3 Most Important Things We Learned at Dreamforce 2019

    Team VFP is back from Dreamforce and what can we say? It was truly a dream! Over the course of the week, we took part in seminars, panel discussions, concerts, and even threw our very own VIP Happy Hour alongside FinancialForce.

    There was a lot to take in but here are the three most important things we learned at Dreamforce 2019.

    Be kind and be useful

    The highlight of Dreamforce was Barack Obama’s very real and honest discussion on leadership in the modern age. The words that stuck with us the most?

    “Be kind and be useful.”

    It’s something Obama instills in his own daughters and has become a guiding point for him in recent years. “Regardless of our surface differences, there's a core humanity and dignity to each of us that has to be shared and respected.”

    Obama spoke honestly about his worries that technology may be leading society astray, adding, “Part of solving big problems is not just a matter of finding the right technical solution, but also figuring out, 'how do we restore some sense of our common values?'"

    “Part of solving big problems is not just a matter of finding the technical solution, but also figuring out, 'how do we restore some sense of our common values?" - Barack Obama

    A notable takeaway from Obama’s fireside chat with Salesforce Co-CEO Marc Benioff is that while technology and the internet can be a powerful tool to unify people, current internet companies have caused mass confusion about what is credible and what is not. It’s important we keep open minds about the information that is presented to us online.

    VFP Consultant Tyler Gau at Dreamforce 2019
    VFP Consultant Tyler Gau at Dreamforce 2019

    Values enhance innovation

    One of the discussions that resonated with us the most was Apple CEO Tim Cook’s invigorating talk with Marc Benioff.

    In a conversation that included thoughts on mobile’s role in the enterprise, Cook expanded on the intersection of innovation and values. For Cook, values enhance innovation. And as a company that lives by its own core values (heck, we even put ours in our name!), Cook’s words hit close to home. While every business has its own unique values, the sentiment is the same none-the-less.

    Talking about how he leads Apple to continue 40 years of innovation, Cook said, “At some point, you recognize the reason we are all here is to help someone else. That is the sole reason we are here. And once you get that in your head, life gets so much simpler.”

    Diversity and soft skills will eclipse technical expertise.

    Over the past few years, soft skills such as leadership, adaptability, problem-solving, and the ability to manage and control your emotions, have become just as important in the workforce as more traditional hard skills. According to a study, they could very well be more important than technical expertise and experience.

    Keynote speakers Dr. Frida Polli, Co-Founder and CEO of pymetrics, and Lily Gangas, Chief Technology Community Officer at the Kapor Center, discussed the need for soft skills in our industry.

    Managing Consultant Nick Anderson and Consultant Tyler Gau at Dreamforce 2019 in San Francisco.
    Managing Consultant Nick Anderson and Consultant Tyler Gau at Dreamforce 2019 in San Francisco.

    When it comes to diversity, and more specifically, the tech industry’s lack of representation, Dr. Polli said, “When we have a homogenous group creating technology, if you’re not thinking of the unintended consequences, you’re doing it wrong. We’re leaving a lot of undeveloped talent on the table and that’s not good for anybody.”

    Gangas agreed and added, “To create new systems, we need new founders. If someone isn’t asking tough questions, you’re building blindly. I think we can do better and we should.”

    At VFP, we continue to learn and build our expertise (both in soft and technical skills) in order to become better implementation partners and leaders. We build our skills every year to stay on top, and attending Dreamforce is a great way we can expand our knowledge of quote-to-cash and the technologies coming out on the Salesforce platform (Customer 360 Truth! Einstein Skills!) in order to deliver the best service to our customers.

    Marco Casaleina, Salesforce Vice President of Einstein Products, wrapped it up nicely. “It all starts with a question — one that makes sense for your business.”

    Putting customers at the center of everything you do and asking the tough questions is the key to truly understanding your market and becoming a trailblazer in your industry.

    Tell us: which Dreamforce takeaway resonates with you the most? Comment on our Instagram or LinkedIn


    Accelerate Your Quote-to-Cash Implementation with these 5 Insider Tips

    FinancialForce is designed to be an open and flexible single cloud platform that grows with your business. The entire purpose of the FinancialForce platform is to simplify your complex business process after all. Unfortunately, the reality is that many companies are still experiencing massive hiccups during their FinancialForce implementation that can easily be avoided with a few key steps.

     

    A lack of customer focus, transparency, and communication are just some of the reasons implementation partners report experiencing serious churn before the first user ever logs in. With over 15 years of experience working in the FinancialForce platform, we want to share what we’ve learned so you can avoid the same pitfalls and experience the most seamless quote-to-cash implementation for your business.

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