TheCloudPartner -BluePrint : Quote – To – Cash

TheCloudPartner - BluePrint: Quote to Cash

Start

Opportunity

Quote

Order

Contract

Subscription

Invoice/Billing

Revenue Recognition

End

Cancellation (Full Vs Partial)

Renewals

Amendments

New Sales Process

Automation

Guided Selling

Faster Turnaround

Improved Accuracy

Personalized Service

Creating proposals, quotes, contracts, and other vital documents takes time, and leaves little room for error.

CPQ solutions allow your sales managers to automate these important steps. By pulling from all relevant data, CPQ tools can create accurate, professional documents at the push of a button.

The best sales reps are able to quickly identify which products or services would be the best fit for each customer.

Advanced CPQ solutions gather and analyze client data, creating a detailed picture of who your customer is, and what they care about. This gives sales managers an edge when it comes to selling. It?s so effectives that sales
representatives who use CPQ are 26% more likely to achieve their quotas.

By ironing out the wrinkles in the quote-to-cash process, CPQ tools can drastically shorten client turnaround time. Automated contracts, easy access to
client and product data, and the ability to effectively manage and report on revenue all result in a sales process with no speed bumps. You and your clients can keep everything moving at the right pace.

With contracts constantly being sent, reviewed, revised, etc., there are a lot of opportunities for error to creep in. By taking advantage of CPQ solutions that draw from reliable data sources to auto-populate forms with the right information, you can take those kinds of errors out of the equation.

With so much riding on the quote-to-cash process, it can be easy to start to think of your clients as little more than numbers. However, by recognizing their individual wants and needs, you can improve your client relationships. Personalized offers and discounts can help incentivize leads into finalizing a sale

Benefits Realized

TheCloudPartner - BluePrint: Quote to Cash

Start

Opportunity

Quote

Order

Contract

Subscription

Invoice/Billing

Revenue Recognition

End

Cancellation (Full Vs Partial)

Renewals

Amendments

New Sales Process

TheCloudPartner - BluePrint: Quote to Cash

Cancellation (Full Vs Partial)

Renewals

Amendments

New Sales Process

Start

Opportunity

Quote

Order

Contract

Subscription

Invoice/Billing

Revenue Recognition

End

Benefits Realized

Automation

Creating proposals, quotes, contracts, and other vital documents takes time, and leaves little room for error.

CPQ solutions allow your sales managers to automate these important steps. By pulling from all relevant data, CPQ tools can create accurate, professional documents at the push of a button.

Guide Selling

The best sales reps are able to quickly identify which products or services would be the best fit for each customer.

Advanced CPQ solutions gather and analyze client data, creating a detailed picture of who your customer is, and what they care about. This gives sales managers an edge when it comes to selling. It?s so effectives that sales
representatives who use CPQ are 26% more likely to achieve their quotas.

Faster Turnaround

By ironing out the wrinkles in the quote-to-cash process, CPQ tools can drastically shorten client turnaround time. Automated contracts, easy access to
client and product data, and the ability to effectively manage and report on revenue all result in a sales process with no speed bumps. You and your clients can keep everything moving at the right pace.

Improved Accuracy

With contracts constantly being sent, reviewed, revised, etc., there are a lot of opportunities for error to creep in. By taking advantage of CPQ solutions that draw from reliable data sources to auto-populate forms with the right information, you can take those kinds of errors out of the equation.

Personalized Service

With so much riding on the quote-to-cash process, it can be easy to start to think of your clients as little more than numbers. However, by recognizing their individual wants and needs, you can improve your client relationships. Personalized offers and discounts can help incentivize leads into finalizing a sale

Path to achieving TheCloudPartner - BluePrint: Quote to Cash

Pre-Quote

Configure

Price

Quote / Quote Documents

Order

Contract / Subscriptions

Path to achieving TheCloudPartner - BluePrint: Quote to Cash

Pre-Quote

Configure

Price

Quote / Quote Documents

Order

Contract / Subscriptions

Create Account

Create Opportunity

Create Quote

Find/Add Products

Add/Edit Line Items

Calculate List Price

Calculate Discount

Generate Quote Document

Add Additional Document

Approve Quote

Present Quote

Create Order

Approve Order

Contract Order

Create Account

Select Opportunity Type

Set Quote Header Details

Find Products- Guided Selling

Edit Products

Calculate List Price

Calculate Volume Discounts

Generate Intro

Add SOW

Sales Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Opportunity Details

Set Contract Information

Find Products- Product Search / Hierarchical Search

Configure Bundles

Calculate Contracted Price

Calculate Account Discount

Generate Line Items

Add Product Sheetsif applicable

Legal Approval

Capture digital signed contract

Create Order

Approve Order

Create Subscriptions

Create Account

Enter Amount Distribution by Segment

Set Discount Information

Find Products- Favorites

Delete Line Items

Calculate Bundle Price

Edit Discounts

Generate MDQGrid

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Partner Information

Add Products

Favorite Line Items

Edit Pricing

Edit Discounts

Generate Totals

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Quote Options

Add Products

Clone Line Items

Refresh Pricing

Edit Discounts

Generate Standard T&Cs

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Additional Text

Add Products

Group Line Items

Refresh Pricing

Edit Discounts

Generate Dynamic T&Cs

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Additional Text

Add Products

Segment Line Items

Refresh Pricing

Edit Discounts

Edit T&Cs

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Additional Text

Add Products

Up/Cross Sell

Refresh Pricing

Edit Discounts

Preview Proposal

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Additional Text

Add Products

Up/Cross Sell

Refresh Pricing

Edit Discounts

Add Additional Documents

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order

Create Account

Enter Amount Distribution by Segment

Set Additional Text

Add Products

Up/Cross Sell

Refresh Pricing

Edit Discounts

Create Budgetary Quote

Add SOW

Finance Approval

Email Quote

Create Order

Approve Order

Create Order