Quote to Cash By Creating a world-class, fully integrated QTC process

Building automation, transparency, speed and control that enables “top line” growth, improved analytics/BI and compliance.

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  • Problem

    Arguably one of the most crucial business processes, yet still highly manual, error-prone, inflexible, and slow. Furthermore, important sales and financial information, required by organizations, is regularly inaccessible, or very limited.

  • Solution

    Fully align and sync your CRM and ERP, to speed up transaction processing, automate manual tasks, eliminate errors, and build greater flexibility into the process. Additionally, highly integrated systems provide vastly more data, enabling significantly richer and more accessible sales & financial reporting, and business intelligence.

  • Impact

    Automated and integrated QTC processes means you eliminate the manual, create flexibility to react to customer needs, create rich data/analytics and eliminate errors and mistakes. These improve the customer experience and enable your teams to focus on the real value-adding actions, which means growing sales and profitability.

Solution Highlights

  • Accelerate and simplify the quote to cash process
  • Drive efficiency and eliminate manual data entry
  • Sync contracts, pricing, and customer data across applications
  • Improve data quality and controls
  • Align and expand data enabling more robust data analytics and BI
  • salesforce netsuite sage

    Sync products and accounts

    As products and accounts are created or updated, update the ERP keeping data accurate and up to date

  • salesforce netsuite ms_dynamic

    Automatically create sales orders

    Whenever an opportunity is closed/won in your CRM, automatically generate a sales order in your finance ERP

  • slack ms_teams

    Stay notified

    Use Slack or Microsoft Teams to stay up-to-date when a sales order is fulfilled or delivered

  • salesforce zoho ms_dynamic

    Update CRM after fulfillment

    Automatically update your CRM after a sales order is fulfilled or delivered

John Herson

John Herson

Enterprise Solutions Architect, Rapid7
“We want to automate away all the administrative work around sales that drains employee productivity. Workato is a big piece in the puzzle in terms of solving that challenge.”

Implementation Plan

  • 1

    Discovery & Research

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building

    Outcome: Working Automation

  • 3

    Testing & business unit training

  • 4

    Go live!