Process Improvement Lessons and Experience Improve the Outcome

Improve the Outcome

How certain are you that your company gets the most out of the Quote-to-Cash process? It sounds like a simple question initially, but the more deeply you explore the issue, the more complicated it becomes. The Quote-to-Cash process improvement opportunities are always there, accelerating the cycle, delivering improvements for specific components, and finding new potential as new technology updates arrive. However, change brings risk as well as opportunity, as part of the initiatives that facilitate integration and process improvement.  With an experienced integration partner, you can improve the outcome.

Automation in the Enterprise Sales Process

The Quote-to-Cash process is the final and most important stage in sales. Professional sales organizations rely heavily on automation that makes the process run smoothly, track and communicate with customers with CRM applications that store customer information and automate the workflow, eliminating duplicated tasks and scheduling critical events. Salesforce is the best in class cloud-based CRM with which to leverage the efforts of sales and marketing teams.

These days, even small businesses have many prospects and customers and many dimensions to the process that puts revenue in the bank. The more components in the process, the more points for potential inefficiencies and miscommunications. The reverse side of that assertion is that additional components provide more opportunities for process improvement.

Quote-to-Cash Process Integration

The emerging digital economy has been the source of much disruption and innovation. Digital has replaced many IT capital assets and internal operations with subscription services to software delivered from the Cloud. Services focus on specific tasks, and by default, customers log in and access their accounts directly. Fortunately, developers can point one app to another through APIs, integrating the functions and sharing the data.

This SaaS economy eliminates capital outlays and liabilities by remotely delivering just enough service to cover the subscription. Subscriptions leave the door open for added subscribed services as the customer scales in response to growing markets. Integrating SaaS applications extends the integration work that enterprise IT departments have been doing for many years.

Integration connects applications to the information management systems that oversee the operations of businesses and other organizations. Developers map the functions between the new apps and the core systems to make them work as one, which gives users a single source of information and shares information so that you can save by eliminating duplicate data entry work.

The SaaS and software integration combination has opened the world of enterprise software to organizations of all sizes. Systems that integrate functions of ERP, CRM, finance, and human capital management, are a few of the features that provide direct benefits. Developers combine components to give a complete snapshot of company performance in real-time and discover concealed business intelligence insights that offer improved operational achievements, as well as higher return on capital.

Process Improvements Bring Organizational Change       

The success of your integration process depends on your ability to manage change. Your chances of achieving success in change management improve with a partner experienced in working with other change initiatives. Organizational change is risky and has a very high failure rate; you need an experienced partner as a guide.

InCloud360 is an integration partner with abundant experience integrating company accounting systems with cloud-based services. We work with our clients as partners to execute change initiatives, integrate new applications with their existing IT assets, and drive process improvements that accelerate the Quote-to-Cash cycle and increasing the returns on investment for our customers.

Change Initiatives Demand Experienced Integration Partners

The Quote to Cash process benefits directly from continuous improvements in application integration. Intacct from InCloud360 is the Salesforce native connector that works directly with the API to share information efficiently. The CRM does much of the heavy lifting in the process, but businesses still must enter information, connect customers and chase payments.

You need the right partner to integrate Salesforce with a best-in-class Cloud ERP system and manage the transition. To find out how InCloud360 can identify process improvements for your Quote-to-Cash outcomes, contact us with your questions at your earliest convenience.