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QUOTE TO CASH

SINGLE PLATFORM quote to cash

Automate your sales lifecycle

with Salesforce and Certinia

If you want to track your business transactions from estimate to sale to cash in the bank, then an integrated ERP solution on the leading single platform is the answer.

Salesforce quote to cash solutions with integrated Certinia tools will enable you to streamline and track your product and service offerings and outcomes.

Salesforce Quote to Cash features

VFP will configure your quote to cash solutions to maximize the benefits the Salesforce platform has to offer.

 

VFP Consulting provides complete quote to cash consultation and implementation services that fit the way you do business. We evaluate and refine business processes and implement solutions that work for you. Our Salesforce quote to cash implementations and deep business process knowledge help our clients achieve success. We follow best practices, draw on our extensive platform experience, and most importantly, know how to avoid implementation pitfalls and gaps thanks to our business-process-first approach.

EFFICIENT, ACCURATE QUOTES

Create accurate quotes, consistent pricing and discounts. Easy-to-use for managers and sales reps.

PROPOSALS AND CONTRACTS

Streamline proposal and contract creation, delivery and conversion to sale.

BILLING AND REVENUE RECOGNITION

Recognize revenue from any source compliant with ASC 606 and increase billing efficiency, automate invoice creation and create invoices from any device.

RENEWAL AND ORDER AUTOMATION

Automate order renewals with easily configurable subscription billing. Never miss a renewal!

CONNECT QUOTES TO INVENTORY

Populate quotes from inventory for increased efficiency and accuracy and connect to clients in your CRM.

REPORTING AND ANALYTICS

Generate reports on quotes, orders, invoices and payments. Identify top-spending and most profitable clients.

Learn more about Salesforce CPQ Solutions.​

Learn more about our Salesforce and Certinia

REQUEST CONSULTATION ►

excellence
is a
habit

Habits are formed by doing something every day, and we think that is an essential can’t-live-without-it part of the job at VFP. We make excellence our habit. So you know you can count on us to look out for you and deliver the best.

CORE VALUES ►

salesforce quote to cash FAQ

Is Salesforce Quote to Cash solution a standalone app?

Quote to cash is a process that can be made effective by integrating Salesforce and Certinia products and selecting the right mix for your business – and that’s where we come in. Because Salesforce is an extensible platform, you can have core functionality, including financial management, in one solution.

We don't have Salesforce. Why would we choose Salesforce QTC over a standalone application?

Single-purpose applications don’t work well in today’s business world. Salesforce, its products and add-ons allow you to replace several single-purpose apps with one cloud application. This extensibility is more efficient, less costly, and gives you a 360° client-centric view of all business processes from sales, marketing and service delivery to accounting and finance.

How long does it take to implement QUOTE TO CASH?

A typical Salesforce Quote to Cash implementation takes 10-15 weeks. The larger and more complex your organization is, the longer the implementation takes. Because each company is unique, so is each implementation. A thorough consultation is required to determine the implementation scope and time required to complete it.

What's the difference between QTC and CPQ?

The terms are often used interchangeably because they are so closely related. QTC applications automate sales and contract lifecycle management. Configure-price-quote is the starting point of that lifecycle and is mainly concerned with the automation of estimates, proposals, contracts and invoicing that begin a buyer’s relationship with your business. In Salesforce, quote to cash tools are found in the Salesforce CPQ product editions.

Do you provide Salesforce QTC training?

Yes. We train key staff in most aspects of Salesforce QTC. Trainees will become familiar with workflows and most-used Salesforce QTC features.

What does it cost to implement QUOTE TO CASH in Salesforce?

It’s impossible to estimate QTC implementation costs without a thorough consultation. The scope of implementation will determine the cost. To receive an estimate, request a consultation with our QTC implementation experts.

Speak with an implementation expert

Do you currently use Salesforce as your platform?

We are registered Salesforce® & Certinia partners
and honored to be 2X Partner of the Year for Certinia and 3X Inc.5000 winner

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Raul Acosta

Sales Director

As an agile, focused and collaborative team player Raul strives to consistently take a holistic approach and make an impact with each networking experience and partnership forged.

 

With 15+ years of experience in sales strategy, application sales, and relationship management, he excels at solving complex business challenges through data-driven insights, superior customer service, and relevant Salesforce expertise.

 

As a former trusted advisor at Certinia and Salesforce, Raul has successfully implemented strategies that drive revenue, align business units, engage target audiences, strengthen brand image, maximize productivity, develop people, transform processes, and improve overall customer experience, showcasing his commitment to clients, partners, and colleagues.

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Michael Kelly

Engagement Director & Head of Project Management

Michael, with a background in project financial management and analysis, has spent over a decade in various project management roles. Leading clients, project teams, and fellow project managers, he ensures successful project deliveries and implementations. Michael’s PMP Certification enables him to stay current with the latest industry standards and project management practices.

 

Passionate about his field and role, Michael finds fulfillment in successful projects, tangible results, and meeting client needs.

 

Throughout his experience in engagement management Michael has successfully led over 25 clients, projects, and go-lives. He has overseen a project budget portfolio of $25 million per year, managing 21 separate project engagement efforts concurrently for his client base. In his career, Michael has hired, trained, and personally managed a team of over 50 project managers.

 

He has also contributed to the development and training of new agile project methodologies in multiple companies.

 

Currently, at VFP, Michael has played a crucial role in implementing the new agile methodology across all active projects for their client base in 2023.

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Greg Plaisance

Managing Consultant

Throughout his career at VFP, Greg has progressed from the role of Consultant to Senior Consultant and currently serves as a Managing Consultant.

 

With 15 years of experience in the financial services industry, Greg possesses a diverse skill set that spans Retail Banking, Post Audit, and Consulting. He holds 3 Salesforce certifications and 2 Certinia certifications, showcasing his expertise in areas such as Accounting, Revenue Recognition, Billing, and leadership strategy. Greg’s extensive background equips him with a deep understanding of financial processes, enabling him to offer valuable insights and guidance to clients within the industry.

 

Passionate about process improvement, efficiency, and leadership he helps companies by managing the systems that support their core objectives, allowing them to focus on their key goals.

 

Greg aims to build VFP into a premier consulting firm that is highly sought-after by both clients and professionals as a desirable place to work.

Kristin Hubbard
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Kristin Hubbard

Managing Consultant

Kristin, a seasoned Salesforce and Certinia professional since 2011 specializes in Financial Management, specifically focusing on areas such as Billing, Revenue, and Accounting.

 

With a degree in Accounting, Kristin began her career as a Billing Specialist, where she actively contributed to the implementation of Salesforce and Certinia, showcasing her problem-solving skills and passion for process improvement.

 

Recognizing her abilities, she transitioned to the role of Certinia Administrator, playing a crucial role in the system’s global rollout. Later, as a Business Systems Manager, she assumed responsibility for the entire Salesforce platform. Motivated by her love for the job and a desire to help multiple organizations, Kristin pursued consulting, specializing in Certinia ERP and leading consultant teams for approximately eight years.

 

Since 2018, she has played a vital role in planning and executing the Florida Dreamin event. Recognized as a Salesforce MVP in 2023, she holds 7 Salesforce and 1 Certinia certification, demonstrating her expertise and dedication to growth.

 

Kristin understands the value of embracing technology and streamlining processes to reduce costs and enhance profitability. With expertise in Salesforce and Certinia, she guides organizations to implement efficient systems, optimize operations, and achieve financial success.

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Ty alibhai

Managing Consultant

Ty is a seasoned consulting leader who has focused his experience over the last 15 years on the Salesforce platform and solutions in its ecosystem. He brings 20+ years of business knowledge, consulting experience, and a knack for successful Salesforce and Certinia implementations in the quote-to-cash space. Ty has successfully implemented technology solutions such as Salesforce and Certinia to over 100+ customers over his career and has led/managed consultant teams of 5-10 people.

 

Graduating from UC Berkeley’s Haas Business School and with a strong background in Computer Science, he launched his career in technology consulting. He focused his career on the Salesforce platform after experiencing success at Salesforce in the early 2000s and growing that knowledge with consulting partners the latter half of his career. His knowledge spans multiple industries, solutions, and market segments from SMB to Enterprise level experience.

 

As part of his role at VFP, he effectively manages a team of consultants, empowering them to achieve their career objectives. He also leads project teams and ensures the seamless adoption of technology, thereby driving client success at VFP.

 

Driven by a strong desire to make a positive impact on customers’ lives by simplifying their experience with new systems he excels as a leader, mentoring consultants and guiding project teams to successful outcomes.

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Nick Anderson

Managing Consultant

A global Salesforce and Certinia consulting and implementation leader, Nick is an expert in his field with more than 8 years of experience on the platform, specializing in Quote to Cash and Professional Services Automation best practices.

 

With a focus on mid-market and enterprise accounts, Nick brings a deep knowledge of best practices to all aspects of client projects including change management, business process documentation & improvement, system configuration, revenue recognition and managed services.

 

With an extensive background in International Business and PSA solutions, Nick is the driving force behind the VFP consultants, helping the team tap into their full potential in order to deliver excellent results.

 

Never one to back down from a challenge, Nick embraces his ever-changing environment and encourages customers to do the same as a way to drive further success down the road. He stresses the importance of clear communication and building strong working relationships in order to effectively articulate a vision for the future of a business.

 

Using his own years of consulting experience as a touchstone, Nick’s focus is on developing talent and ushering in customer success for the VFP team across the board.

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Doug Johnston

Chief Operating Officer

Building scalable large-capacity services teams in enterprise environments for more than 25 years, Doug is focused on operational excellence and builds high-quality and high-growth companies and teams.  


As COO, Doug’s responsibilities encompass overseeing all facets of customer services including a Project Management team, internal operations, and a team of expert consultants. His primary focus lies in fostering a high-performing team and culture, guiding its development, providing support, and offering coaching to optimize efficiency.

Doug’s diverse experiences in industries including software services, government, private sector, medical, and beyond have led to the development of a global team, overseeing projects ranging from small initiatives to multi-million dollar implementations and long-term relationships with clients.


With unwavering determination, Doug strives to establish a top-tier consulting firm in collaboration with VFP’s CEO, Stephanie Taylor. Together they shared a vision that transcends software implementation, aiming to provide value, challenge conventions, and leverage expertise for optimal outcomes. Though strategies shift with growth, the core objective of building an exceptional company remains a constant in Doug’s journey. 


Doug joined VFP in its infancy, with a goal to grow the team and scale the operation – which is now doubling year over year, based on a passion for people matched with a deep sense of purpose. With 2x INC5000 placements under 1000, team growth of more than 10,000%, high customer success ratings and stability within the team, his leadership has proved vital to positive growth and long term stability for VFP. 

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Stephanie Taylor

Chief Executive Officer

A sought-after leader with a 20+ year history working with global Fortune 500 companies, Stephanie is a business process expert with a deep and well-recognized expertise in the Salesforce and Certinia ecosystems, with a focus on Quote-to-Cash, ERP, CRM, and Financial Management.

 

Stephanie founded VFP Consulting to offer companies with access to a 360 approach to not just implementing but managing their technology investments over time, from aligning people, process and product needs to long term management that maximizes the investment and fuels growth and business needs over time. 

 

Front-line experience overseeing 100+ projects and relationships with diverse clients, from mid-market enterprises to billion-dollar enterprises, Stephanie’s expertise spans high-growth businesses, private equity, mergers and acquisitions across various industries. Her leadership at VFP places a premium on the core values behind the name – Vision, Focus, and Passion.

  • Industry:
    Call Center Technology
  • Company Size:
    • 2,000+ employees around the world
    • 2,500+ enterprise, mid-market, and SMB customers in 104 countries
  • Solutions:
    Certinia Professional Services Cloud