Animo group sat down with our co-founders Brian and Barney to discuss everything Futureform.
As a company specialising in Salesforce solutions for wealth management, asset management, private equity, and insurance, Futureform has observed a rising trend: clients are increasingly interested in using Salesforce beyond traditional CRM functions. This shift opens doors for more customised, industry-specific solutions, a space where Futureform has quickly become a trusted partner.
In discussing their journey, Barney highlighted the company’s rapid growth and their shift from day-to-day involvement toward a more strategic role:
“We’re at an inflection point now, with our headcount about to exceed 50. This year has been all about transitioning from handling everything ourselves to empowering our team with a clear vision, strategy, and key performance indicators.”
Brian reflected on a key learning from 2023: the importance of prioritisation amidst growth.
“You’ve got a finite number of hours each week – where should you be spending that time and energy to help grow the company?”
Futureform’s founders have built the company without external funding, choosing to bootstrap their venture. This decision has given them control over their growth and direction, enabling them to make deliberate, informed decisions that align with their values and vision.
Looking ahead to 2024, Futureform’s priorities include nurturing their company culture, empowering team members, and staying laser-focused on their niche to drive continued success in Salesforce consultancy. Brian and Barney’s advice to aspiring founders? Define your niche, stay focused, and build with a vision you truly believe in.