Case Study

SalesforceTraining Scales Confidently with Scalability

SalesforceTraining provides customized Salesforce CRM training to sales professionals, leaders, and support teams. Originally founded as a general sales training firm in the 1990s, the company evolved in the late-2000s to focus exclusively on Salesforce training for SMEs and larger Enterprise clients. Today, they help teams across North America maximize their CRM investment through tailored, hands-on programs.

The Challenge
As SalesforceTraining grew, so did the complexity of its financial operations. Mark, the CEO, was personally managing invoicing, payments, and all other financial tasks, while relying on an accountant solely for tax filings.

“I’m good at many things, but being on top of the day-to-day books and finances wasn’t one of them,” said Mark.

A turning point came when it became clear that bringing in professional support was the next step to scale. That’s when Mark found Scalability.

The Solution
Scalability stepped in to take the entire financial back office off Mark’s plate, freeing him to focus on growing the business.

Working closely with Mark, the Scalability team:

✅ Took over all bookkeeping and sped up month-end closes.

✅ Set up and began managing SalesforceTraining’s payroll system.

✅ Set up business banking and introduced financial controls to streamline payments.

✅ Took over the accounts receivable and payable processes, including proactive invoice follow-ups.

✅ Handled all bookkeeping setup for a new legal entity created.

From managing large enterprise engagements with complex PO workflows to ongoing vendor payments, payroll runs, and bookkeeping, Scalability ensured everything was tracked, filed, and reconciled.

The Results
With Scalability, Salesforce Training:

✔ Eliminated manual financial tasks, including invoicing, payroll, and vendor payments.

✔ Set up proper business banking with internal controls for secure, efficient payments.

✔ Brought clarity and peace of mind to financial operations with clean books and full year-end support.

✔ Handled complex invoicing workflows for enterprise clients that, according to Mark, “couldn’t have been done without Scalability.”

✔ Managed the bookkeeping setup for a second business entity, ensuring it started with clean books and solid systems.

“Scalability could’ve been hired just to handle one of our enterprise clients—but they handled everyone.”

Final Thoughts
With a reliable financial system and expert support in place, SalesforceTraining now runs with confidence. Mark no longer worries about missed payments, overdue invoices, or scrambling at year-end. Scalability handles it all—so he can stay focused on growth.

Looking to get financial operations off your plate? Let’s chat.