WOLF DIGITAL CONSULTING

Quote to Cash Rapid Audit

Accelerate your company’s cash acquisition and revenue recognition with our No Fluff Rapid Audit of your Quote to Cash Process.

Who's this Audit for?

Company’s that are experiencing any of the following will benefit from this rapid audit.

  • Excess time spent configuring quotes
  • High number of re-processed billings
  • Clawbacks or delayed commissions 
  • High number of monthly issued credits
  • Siloed-Systems
  • Slow cash collections ( High DSO)
  • Delayed closing of the books
quote to cash service industries
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What You'll Get

This audit will provide your company with clarity, visibility, and steps to take for optimization.

  • Comprehensive Audit & Mapping of their Quote to Cash process
  • Identification of Gaps, Inefficiencies, possible Redundancies in their process
  • Strategic Action Plan for Correction & Optimization for an effective process
 
You’ll have everything you need to optimize their quote to cash process.

What You Can Expect

The first step in the process, this audit takes about 2 weeks and shines a light on how to capture benefits of an effective process. Benefits like:

  • Faster period close 
  • Reduced days sales outstanding (DSO)
  • Reduced hours in reprocessing orders or issuing credits
  • Systemized & Auditable approval process
  • Reduced Quote/Order corrections required
  • Reduced commission delays or clawbacks
  • Less time spent billing
    Increase trust/confidence in your processes and data
Case Study - Quote to Cash
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How to Get Started

Getting started is easy.

Start by filling out the form on the left.  From there you’ll be taken to a scheduling page for a FREE STRATEGY CALL to make sure this is the right step for you.

From there, we’ll agree how to move forward and get started.

2 Weeks after that, you’ll know exactly how to optimize your Quote to Cash Process, and more importantly, where to start.

What Others Have Said

“Shifting from operations into a sales role, [WOLF] was an incredibly valuable resource. He helped me to start building with a people and process first approach that grew not only my performance, but the companies.”
Joel K.
Sales & Marketing
“[WOLF] helped us create a client experience and app on Salesforce that has great improved the experience for our users.”
Tim K.
Customer Service
“Thanks to [WOLF] we were able to improve our operations to sustain 30% YOY growth and reduce costs by 10%. This will definitely support our growth for years to come! ”
Jeff T.
Operations
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Hyper-Growth Phase

Client Background 

A SaaS company in a technical industry was experiencing hyper-growth, and they were feeling the pains of growth.  And like most international firms, their focus was on increasing margins and accelerating revenue across global subsidiaries.  

Challenges they Faced 

Their quote to cash process wasn’t structured, or capable of supporting their growth.

This was evidenced by 3 fundamental problems:

  • The quote approval process was a blackbox and lacked audit ability
  • Sales & Revenue predictability was thwarted with inconsistent pricing & discounting
  • Deals were delayed because of slow & cumbersome approval processes
 

Solution

Optimizing their Quote to Cash process was at the core of the solution.  This entailed everything from the configuration of quotes, the quote approvals, and building flexibility into the process.  The 4 points of focus were:

  • Establish consistent pricing & discounting across the organization
  • Optimize & systemize the quote approval process with Salesforce.com’s native functionality.
  • Establish parallel & cross-device approval chains for user flexbility
  • Create appropriate coverage & escalation paths to accelerate approvals
Results 

As a result of the optimizations, which were fully deployed in less than a month, their new process supports efficient scaling as their organization continues to expand.  Some of the business results their new Quote to Cash process provided were:

  • Accelerated Approvals – from weeks to days.
  • Accelerated Revenue Recognition – a result of less delays
  • Improved Cash Flow –  a result of more accurate quotes, and less corrections
 
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