FinancialForce.com

HashiCorp appoints Michael Weingartner as Chief Product Officer, promotes Talha Tariq to Chief Information Officer and Chief Security Officer

Retrieved on: 
Monday, January 8, 2024

SAN FRANCISCO, Jan. 08, 2024 (GLOBE NEWSWIRE) -- HashiCorp, Inc. (NASDAQ: HCP), a leader in multi-cloud infrastructure automation software, today announced that Michael Weingartner has joined HashiCorp as its first Chief Product Officer (CPO), and that Talha Tariq has been promoted to Chief Information Officer (CIO) and Chief Security Officer (CSO).

Key Points: 
  • SAN FRANCISCO, Jan. 08, 2024 (GLOBE NEWSWIRE) -- HashiCorp, Inc. (NASDAQ: HCP), a leader in multi-cloud infrastructure automation software, today announced that Michael Weingartner has joined HashiCorp as its first Chief Product Officer (CPO), and that Talha Tariq has been promoted to Chief Information Officer (CIO) and Chief Security Officer (CSO).
  • His experience will be invaluable as we continue to scale HashiCorp,” said Dave McJannet, CEO, HashiCorp.
  • Armon Dadgar will continue in his role as Chief Technology Officer, where he interacts daily with HashiCorp customers and partners.
  • Prior to HashiCorp, Tariq served as Chief Information Security Officer at Anki and FinancialForce and held various security leadership positions at PwC and Microsoft.

Certinia, a Leader in Professional Services Automation, Selects Ooma Enterprise for Call Centers Across the Globe

Retrieved on: 
Tuesday, November 14, 2023

Ooma, Inc ., a smart communications platform for businesses and consumers, today announced that Certinia, a leader in Professional Services Automation, has selected Ooma Enterprise to power its inbound and outbound call centers across the globe.

Key Points: 
  • Ooma, Inc ., a smart communications platform for businesses and consumers, today announced that Certinia, a leader in Professional Services Automation, has selected Ooma Enterprise to power its inbound and outbound call centers across the globe.
  • Employees at Certinia locations in Australia, the Netherlands, Spain, the United Kingdom and the United States were able to migrate to a single unified solution – Ooma Enterprise.
  • The introduction of Ooma Enterprise was so successful that Certinia has since extended the service to its inbound sales and customer support teams.
  • “We’re also appreciative that Certinia recognized how Ooma Enterprise can expand within their organization to provide more value than initially expected.”

TriNet President and Chief Executive Officer Burton M. Goldfield to Discuss Current State of Small and Medium-Size Businesses at TriNet PeopleForce 2023

Retrieved on: 
Tuesday, September 12, 2023

BROOKLYN, N.Y., Sept. 12, 2023 /PRNewswire/ -- TriNet (NYSE: TNET), a leading provider of comprehensive human resources for small and medium-size businesses (SMBs), today announced that TriNet President and CEO Burton M. Goldfield will be joining the dynamic roster of thought leaders and influencers for TriNet PeopleForce 2023. The three-day, award-winning conference, taking place September 12-14, will feature acclaimed leaders from the worlds of business, sports, technology, science, social justice, entertainment, media and more. The event will take place live from The Theater at City Tech in downtown Brooklyn, New York—and virtually from anywhere.

Key Points: 
  • The event will take place live from The Theater at City Tech in downtown Brooklyn, New York—and virtually from anywhere.
  • Goldfield's live conversation with TriNet Senior Vice President, Chief Marketing Officer and Chief Communications Officer Michael Mendenhall titled, "State of the Union for SMBs," will take place after 10:05 a.m. EST on Tuesday, September 12.
  • "TriNet has an exceptional perspective on the state of small and medium-size businesses, especially over the past year through our work with more than 22,000 SMB customers," said Mendenhall.
  • Prior to TriNet, Goldfield was CEO at Ketera Technologies, a Santa Clara-based SaaS provider to Fortune 2000 companies.

Zilliant Welcomes Chris Lee as Chief Revenue Officer

Retrieved on: 
Tuesday, August 15, 2023

1 software platform for price and revenue optimization and management, today announced that Chris Lee has joined the company as Chief Revenue Officer.

Key Points: 
  • 1 software platform for price and revenue optimization and management, today announced that Chris Lee has joined the company as Chief Revenue Officer.
  • View the full release here: https://www.businesswire.com/news/home/20230815857718/en/
    Chris Lee, Chief Revenue Officer at Zilliant (Photo: Business Wire)
    “Chris is uniquely qualified to come in as we expand our reach and build a global organization,” said Zilliant CEO Pascal Yammine.
  • Lee previously served as CRO at enterprise SaaS provider Latch, customer feedback platform company Reputation and business services platform FinancialForce (now Certinia).
  • The future of revenue growth lies at the intersection of innovation and data-driven strategy, and Zilliant embodies this philosophy,” said Lee.

Haveli Investments Acquires Certinia

Retrieved on: 
Wednesday, July 26, 2023

Haveli Investments, L.P. (“Haveli” or “Haveli Investments”), a technology-focused private equity firm, today announced that it has entered into a definitive agreement to acquire Certinia (“Certinia” or the “Company”), formerly FinancialForce, from Advent International and Technology Crossover Ventures.

Key Points: 
  • Haveli Investments, L.P. (“Haveli” or “Haveli Investments”), a technology-focused private equity firm, today announced that it has entered into a definitive agreement to acquire Certinia (“Certinia” or the “Company”), formerly FinancialForce, from Advent International and Technology Crossover Ventures.
  • Haveli will fund the transaction from Haveli Investments Software Fund I L.P., with participation from partners including General Atlantic, a leading global growth equity firm.
  • We are thrilled to partner with Certinia for Haveli’s first enterprise software investment, and we look forward to collaborating with the talented team there to continue its strong growth trajectory.”
    Mike Stewart, Principal at Haveli Investments, said: “Certinia has an incredibly strong offering with a loyal and growing customer base.
  • Given our team’s collective experience working with high potential companies in the enterprise software space, we believe Haveli is very well positioned to support Certinia through its next stage of growth and drive value creation for all of its stakeholders.”
    Scott Brown, President and CEO of Certinia, stated: “Haveli has assembled a world-class team of investment professionals, and we are thrilled to partner with them as we enter this exciting next chapter for Certinia.

Enterprise CLM Market Leader Agiloft Appoints Nicole Milstead as Chief Marketing Officer

Retrieved on: 
Thursday, May 25, 2023

REDWOOD CITY, Calif., May 25, 2023 /PRNewswire/ -- Agiloft, the global standard in no-code contract lifecycle management (CLM) software, today announced the appointment of Nicole Milstead as Chief Marketing Officer. In a time of accelerated company growth, Milstead will advance Agiloft's marketing strategy, further drive demand for the software, and help cement the brand's position as a CLM market leader.

Key Points: 
  • REDWOOD CITY, Calif., May 25, 2023 /PRNewswire/ -- Agiloft , the global standard in no-code contract lifecycle management (CLM) software, today announced the appointment of Nicole Milstead as Chief Marketing Officer.
  • In a time of accelerated company growth, Milstead will advance Agiloft's marketing strategy, further drive demand for the software, and help cement the brand's position as a CLM market leader.
  • She brings over 25 years of experience leading enterprise B2B marketing teams and driving growth for industry leaders such as FinancialForce, Oracle, and SAP.
  • "Agiloft has become an undisputed CLM market leader and I look forward to continuing the platform's rapid growth.

Alteryx, Blackbaud, Concur, Certinia, HMH, Mindbody, Samsara, Sendbird, Unqork, and Zendesk Win Gainsight’s 2023 GameChanger Awards

Retrieved on: 
Friday, May 19, 2023

These champions of efficiency combine the strengths of digital experiences and human expertise to power healthy customer life cycles at scale.

Key Points: 
  • These champions of efficiency combine the strengths of digital experiences and human expertise to power healthy customer life cycles at scale.
  • Alteryx’s Digital Customer Success strategy aimed to improve customer experience, increase retention and enable proactive support for all customers.
  • Zendesk wanted to improve their customer engagement and ability to identify and take action on customer risk and expansion opportunities.
  • "These pioneers understand the value of customer success in driving efficient growth and are defining the benchmarks for success in our industry.

FinancialForce Rebrands to Certinia, The ‘Single Source of Certainty’ for Services Businesses

Retrieved on: 
Wednesday, May 3, 2023

FinancialForce, the platform for services businesses, today announced that it has changed its name to Certinia to align with the company’s evolution and delivery of a comprehensive Services-as-a-Business (SaaB) platform.

Key Points: 
  • FinancialForce, the platform for services businesses, today announced that it has changed its name to Certinia to align with the company’s evolution and delivery of a comprehensive Services-as-a-Business (SaaB) platform.
  • Together, these are a comprehensive and tightly integrated platform for services businesses.
  • Certinia's Services-as-a-Business platform includes Professional Services Automation, Customer Success, Services CPQ, ERP and FP&A solutions.
  • By seamlessly connecting all aspects of services operations - from estimation to delivery, customer success management, and financial planning - the platform empowers businesses to deliver excellent services, improve the customer experience, and accelerate growth.

FinancialForce Earns Exemplary Vendor Position in Ventana Research 2023 Subscription Management Value Index

Retrieved on: 
Wednesday, April 19, 2023

FinancialForce , the leading provider of customer-centric business applications across finance, services, and customer success teams, today announced it has been recognized as Exemplary and a Product Experience Leader in the 2023 Subscription Management Value Index published by Ventana Research.

Key Points: 
  • FinancialForce , the leading provider of customer-centric business applications across finance, services, and customer success teams, today announced it has been recognized as Exemplary and a Product Experience Leader in the 2023 Subscription Management Value Index published by Ventana Research.
  • The Value Index, via the thorough analysis of product and customer experience, categorizes vendors into four classifications: Exemplary, Innovative, Assurance, and Merit.
  • Companies that place in the top three in any category also earn the prestigious designation of Value Index Leader.
  • “We are thrilled to be recognized as Value Index Leader and as Exemplary by Ventana Research,” said Dan Brown, Chief Product and Strategy Officer of FinancialForce.

Protiviti Acquires R2i to Expand Digital Services

Retrieved on: 
Thursday, December 15, 2022

MENLO PARK, Calif., Dec. 15, 2022 /PRNewswire/ -- Global consulting firm Protiviti has acquired digital experience agency R2integrated (R2i) to grow its digital transformation and customer experience offering to clients. R2i creates digital solutions that integrate and accelerate customer experiences to drive impact for brands. A private company headquartered in Baltimore, Maryland, R2i has approximately 75 employees who will become employees of Protiviti Inc.

Key Points: 
  • Combination of Protiviti's Digital Solution and R2i brings enhanced martech services to the market, further enabling capabilities to deliver digital strategy through to execution for clients
    MENLO PARK, Calif., Dec. 15, 2022 /PRNewswire/ -- Global consulting firm Protiviti has acquired digital experience agency R2integrated (R2i) to grow its digital transformation and customer experience offering to clients.
  • R2i creates digital solutions that integrate and accelerate customer experiences to drive impact for brands.A private company headquartered in Baltimore, Maryland, R2i has approximately 75 employees who will become employees of Protiviti Inc.
  • Bringing R2i into Protiviti's Digital solution is an important part of our strategy to expand our end-to-end offerings.
  • "Bringing R2i into Protiviti's Digital solution is an important part of our strategy to expand our end-to-end offerings to help our clients innovate their customer experiences to fulfill their brand promise and create a better-connected future," said Joan Smith, global Digital Solutions leader, Protiviti.