When ERP and CRM solutions Drop the Ball, Digital Opportunity-to-Cash Process Orchestration Comes To The Rescue

Thursday, Sep 24, 2020, 8:00 AM - 9:00 AM Pacific Time (US and Canada)

A broken opportunity-to-cash process is a major obstacle to converting an opportunity into revenue efficiently and quickly. Digitizing Opportunity-to-Cash process is one of the best ways to improve sales performance, fulfillment, customer experience and time-to-fulfillment/provisioning/revenue in software-as-a-service (SaaS) and hardware-as-a-service companies. In fact, an effective opportunity-to-cash process can

  • Reduce Customer Acquisition Cost
  • Increase Lead Velocity
  • Reduce Time-to-Fulfillment/Provisioning/Revenue
  • Grow Recurring Revenue


Streamlining Opportunity-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 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 Opportunity-To-Cash process and sub-processes across CRM,  ERP systems and for all Stakeholders.

Join the webinar to see how ZFlow effortlessly digitizes the Opportunity-to-Cash process with Salesforce as the front end system and ERP (SAP/Netsuite...) system as the order fulfillment system. It does so by supporting the following that are unique and effective, including

  1. Integrating people activities (data enrichment, review, approvals) and integration (to Salesforce, Netsuite, SAP) activities in a single workflow
  2. Supporting and connecting various sub-processes of the opportunity-to-cash process
  3. Synchronizing master data across various systems that support the opportunity-to-cash process
  4. Extending the lead-to-cash process to suppliers and customers
  5. Ability to do all of the above without requiring any middleware or programming in a matter of days