Keep revenue flowing by transforming your sales process with a streamlined quote-to-cash system.
How can SnapLogic improve the sales experience?
Streamline revenue in a ‘Snap’
The quote-to-cash process is the process of creating a quote, getting it approved, and then converting it into a sale. It’s important because it helps to streamline the sales process, ensuring that customers get the products and services they need efficiently.
SnapLogic hides the complexity of APIs via a drag-and-drop interface and connectivity for ERPs and CRMs out of the box. Monitor and manage your data flows to make sure revenue isn’t impacted.
Optimize quote-to-cash with application-specific Snaps and pre-built workflows
While most applications can be connected with a REST API, SnapLogic’s application-specific Snaps connect to applications with easy-to-use fields and drop-down menus to build integrations in your Quote to Cash processes. Common use cases for onboarding involve application integration and data synchronization between SAP, NetSuite, and Salesforce.
The SnapLogic Patterns Catalog
Go from idea to automation in minutes by starting with one of our hundreds of specialized pre-built solutions including customer onboarding, offboarding, and support ticket management.
Quote-to-cash workflow example
After the quote approval process in your CRM, you can automatically invoice your customer and provide the status of the invoice back to your CRM. Once this process has been completed, capture the schema and load it into your data warehouse for your Customer 360 dashboard.
Automate workflows for every stage of the sales journey
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