Digital Quote/Order-to-Cash Process Orchestration

A broken quote-to-cash process is a major obstacle to converting an opportunity into revenue efficiently and quickly. Digitizing Quote-to-Cash process is one of the best ways to improve sales performance, fulfillment, customer experience and time-to-fulfillment/provisioning/revenue. In fact, an effective quote-to-cash process can

  • Reduce Time-to-Fulfillment/Provisioning/Revenue
  • Eliminate blindspots and improve coordination among sales, finance, legal and product teams
  • Minimize revenue recognition risk

Streamlining Quote-to-Cash process to be digital and effective is anything but simple because of the cross-functional nature and number of systems and people that are involved. Specific pain points include:

  1. Orchestrating Sub-processes (complex quote development, new customer onboarding, partner based manufacturing and fulfillment, provisioning software/hardware, billing set up)
  2. Master Data Management and Process Synchronization across CRM, Billing, ERP and Fulfillment systems (Customer Master, Product Master, Pricing Master, Vendor Master)
  3. Closing the loop between Customer-facing, fulfillment and ERP systems (Changes to orders, renewals and amendments..)
  4. Uniform view of the main Quote-To-Cash process and sub-processes across CRM, Billing, ERP systems and for all Stakeholders.


Quote-to-Cash Process




Industry Variations of Quote-to-Cash Process



Quote-to-Cash Process and Information Silos



Broken Quote-to-Cash Process



Digital Quote-to-Cash Process Orchestration





Webinar Recording

The webinar recording below shows how ZFlow effortlessly digitizes the Quote-to-Cash process with Salesforce as the front end system and SAP as the order fulfillment system. It does so by supporting certain aspects that are unique and effective, including

  1. People activities (data enrichment, review, approvals) and integration (to Salesforce, SAP) activities in a single workflow
  2. Connecting the main quote-to-cash process to sub-processes such as customer onboarding, complex quote development, provisioning/manufacturing/fulfillment sub-processes
  3. Supporting integration to multiple Salesforce, and SAP instances in a single workflow
  4. Extending the Quote-to-Cash process to suppliers and customers as part of the workflow
  5. Ability to do all of the above without requiring any middleware or programming

Link to Webinar Recording – (Webinar Recording Password: x!K+$5fr – copy password before you click the webinar recording. You can start the webinar from 2 minute marker or 4 minute market to save some time)