Digital Workflows for Sales Operations Excellence – July 15 2021 Session Materials

These are materials from the session below that was conducted on July 15th, 2021. Below are some of the topics that were covered during the session.

• Digital Workflows for Sales Operations Excellence
• Orchestrating sub-processes as part of overall quote/order-to-cash process orchestration
  • New customer onboarding
  • Complex quote development
  • Collaborative sales operations for design-to-order and make-to-order scenarios
  • Manufacturing and fulfillment collaboration with contract manufacturers and distributors
• Master data management and synchronization across CRM, ERP and Supply Chain systems
• Making order and fulfillment status visible and actionable to all stakeholders

 

Presentation

 

 

Download Presentation

 

PDF of session presentation

 

Session Video including Demo

 

Session recording on Youtube

 

Demo recording on Youtube

 

Demo scenario