Digitally Transform Your Lead-to-Cash Process

March 9, 2023 | 10:00 AM - 11:00 AM PT

Webinar Highlights
Is This Program For You?
Financial Services Business Continuity
of Interest
Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

The Importance of Optimizing Your Lead-to-Cash Process

Is there a disconnect between your finance, marketing and sales teams?

Join the Armanino team as we breakdown the lead-to-cash process and why inefficiencies can create a disconnect between your finance, marketing, and sales teams. Learn why it is important for SaaS companies to implement an optimized lead-to-cash process. From improving data quality, to minimizing errors and saving manpower, a strong lead-to-cash process can boost a company’s efficiency and profitability.

If you have teams in place using both lead to quote and quote to cash/sale, digital transformation can help facilitate and bridge the gap between the two processes. Hear from Armanino speakers ― Nick Gibbons, Turner Jones and Keith McNichols, SaaS experts in finance, digital transformation and marketing ― to learn more about your lead-to-cash process.

Learning Objectives:

  • Understand the lead-to-cash process
  • Discuss the breakdown of human elements
  • Explore the challenges of disparate systems
  • Bridge lead-to-cash process gaps with digital transformation


  • Nick Gibbons, Partner, Tax, Armanino
  • Turner Jones, Senior Manager, Consulting, Armanino
  • Keith McNichols, Director, Consulting, Armanino

Rather Just Download the Full Presentation?
View the presentation here or click on the button below to download a pdf version.
Related News & Insights
Tech M&A Deals: Achieving Buy-Side Success
Keys to using M&A in your organization’s growth strategy.

February 22, 2024 | 11:00 AM - 12:00 PM PT
Sustaining SaaS Success: Extending Runway and Mastering Cash Management
Cash Management Strategies for SaaS

December 13, 2023 | 10:00 AM - 11:00 AM PT
Contract Lifecycle Management Leader Brings Sophistication to Its Finances Using Sage Intacct
Case Study
The global firm improved cash flow and lowered AP headcount 25% thanks to game-changing automation and efficiency gains.

December 07, 2023
Have a Question?

We're Here to Help Provide an Answer!

If you have any questions about this webinar or event, or would like to provide us with any feedback, we encourage you to use the form to contact us and we will get right back to you with a response.