Lead-to-Quote-to-Cash: Inefficiencies and Remedies

From the moment a lead lands in the CRM system, till it gets converted to dollars, there is an interesting (and sometimes long) cycle. Different players get involved, with different motivations, which have the potential to make it a very inefficient process. However, this can be addressed by understanding various inefficiencies that can come up, … Continue reading Lead-to-Quote-to-Cash: Inefficiencies and Remedies

Quote Management – Quote Simple. Quote Smart

Shouldn't Quote management be a part of the CRM solution itself? This is a classic question we hear from our customers very often. They are really puzzled when we tell them that an opportunity, to some extent, is the CRM's final touch point. Once an opportunity is won, it is assumed that it gets converted … Continue reading Quote Management – Quote Simple. Quote Smart