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.
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.
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.
- 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
Sync products and accounts
As products and accounts are created or updated, update the ERP keeping data accurate and up to date
Automatically create sales orders
Whenever an opportunity is closed/won in your CRM, automatically generate a sales order in your finance ERP
Use Slack or Microsoft Teams to stay up-to-date when a sales order is fulfilled or delivered
Update CRM after fulfillment
Automatically update your CRM after a sales order is fulfilled or delivered
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
Outcome: Working Automation
Testing & business unit training