Signs Your Quote-to-Cash Process is Broken

  1. Your sales people cannot prepare and submit their own quotes
  2. Email/Slack chaos between Sales, Finance, Legal, Operations when a quote and related information needs to be sent to prospects/customers
  3. New customer onboarding takes more than a week
  4. Suppliers and distributors have zero knowledge of a potential sale and are surprised with terms and delivery dates when the quote becomes an order
  5. Your sales operations/deal desk team is mostly passing along information from one team to another
  6. Your organization finds it difficult to handle changes to orders
  7. A good percentage (10%+) of closed orders do not meet customer expectations/terms or your own time-to-revenue goals