Digitally Transform Your Lead-to-Cash Process

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

Webinar Highlights
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Financial Services Business Continuity
of Interest
Adaptive Insights Professional Services
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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

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