As a finance leader, getting a holistic view of each step in your lead-to-cash process begins with lead generation through to final payment. This gives your people the tools they need to streamline operations and focus on core business initiatives.
Improve Data Quality – Integrate your CRM and accounting/ERP systems to collaborate with sales and share pricing data.
Save Time – Eliminate manual data re-entry and free up your finance team to focus on strategic work.
Minimize Errors – Automate repetitive manual processes to reduce human error and costly mistakes.
Lead to Qualify – Develop lead and partner relationships to turn them into customers. Sales, marketing and finance teams manage current deals and create product specs to address customers’ needs.
Qualify to Order – Generate quotes quickly and accurately by implementing a configure, price, quote (CPQ) system. Create complex quotes customized around bundles, products, quantities and prices. With a 360-degree view of customers, you’ll understand their purchase cycles and geographies.
Order to Cash – Handle, track and manage order life cycles with fulfillment, jeopardy and fallout analytics once orders are entered into your CRM. Manage error-prone contract amendments and dynamic terms and conditions in a unified system.
Cash to Care – Leverage your streamlined lead-to-cash process to provide customers effective resolutions for billing inquiries, troubleshooting and customer service.
Retain to Grow – Drive strategic growth by nurturing your valued relationships with customers. Provide AI-powered analytics and recommendations, create custom loyalty programs or offer self-care functionalities. Better identify cross-selling and upselling opportunities.
Contact our experts to learn how you can optimize your lead-to-cash process.
