Quota to cash
Streamline CPQ and Quote-to-Cash processes with automated workflows. These workflows automate revenue generation by managing pricing, quoting, contracts, invoicing, billing, and order management. Receive alerts for revenue recognition events and renewal opportunities.
AP and procurement
Workflows can send alerts for new purchases and aged invoices by automatically gathering real-time data from CRMs, billing systems, and other platforms. They also automatically synchronize vendor records across systems for seamless data consistency.
Audit and Compliance
Workflows can gather and populate directories for audit trails. Triggers can launch an audit process, automatically inviting and notifying the relevant parties.
Reporting
Workflows can be triggered upon meeting revenue goals or receiving notifications of missed objectives, with the ability to pipe data into visualization tools for comprehensive insights. They also provide intelligent correlation of similar deals and situations from prior quarters.
