QUOTE TO CASH

SINGLE PLATFORM quote to cash

Automate your sales lifecycle

with Salesforce and FinancialForce

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 FinancialForce tools will enable you to 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 about our Salesforce and FinancialForce Services

great partners

“We believe in the power of great consulting. And we believe in doing it with great partners”.

Stephanie Picardi

CEO, VFP Consulting

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.

salesforce quote to cash FAQ

Quote to cash is a process that can be made effective by integrating Salesforce and FinancialForce 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.

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.

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.

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.

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

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.

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