Collaborative Minds Blog Plan.
Manage.
Collaborate.

How to Automate Lead-to-Cash Process

Whether your business is big or small, your sales agents use a bulk of both paper-based notes and technologies on a daily basis and it is crucial to ensure that every lead is handled properly and quickly. As your business grows or welcomes a work-from-home option, it becomes even more important to make sure that your sales agents are effective and deliver as many sales as possible.


Comindware Tracker banner

Run, Manage and Control Your Business Critical Processes in a Unified System

The lead to cash process is one of the most complex and business critical processes in the majority of companies. It spans marketing, sales, product development, delivery, finance, and supply chain departments with multiple supporting systems involved at different process stages. Workflow-based lead to cash solution provides management of processes and data required to support all stages and kinds of Lead to Cash business operations, including:

  • Assemble to Cash
  • Engineer to Cash
  • Lead to Order
  • Order to Cash

Common challenges companies address by lead-to-cash automation:

  1. Multiple sources of truth across systems and functions
  2. Lack of process visibility and control
  3. Data duplication and confusing document versioning
  4. Complex and sometimes manual processes along the value chain
  5. Inability to assess efficiency or forecast activity results

Lead-to-Cash Solution

Lead to cash solution based on Comindware Tracker allows for automation, management and optimization of complex interconnected business operations in a typical mid to large corporate environment. It provides Business and IT users with unlimited capabilities of designing, operating and optimizing highly changeable processes such as proposal, order and contract management.

Lead to cash solution by Comindware ensures its effectiveness through bringing together data, process and resource management across all departments and providing a digital collaborative workspace for all employees.

Key benefits of the solution:

  • Single source of truth enabled by unified digital workspaces
  • Quick and easy process configuration and capability to change it on the fly
  • Streamlined Data and Document management
  • Full process automation and efficiency control
Get 30-day trial!

Workflow-based lead-to-cash solution by Comindware can be easily extended in order to handle customer order management in the same system. Comindware Tracker is also widely used for addressing service request management challenges and Chief Financial Officers enjoy using it as a flexible financial management software focused on effective collaboration across the company.

Elena Haidukova is an Online Marketing Manager at Comindware Inc., and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses effectively.

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)

Posted on:  in Solutions

Comindware uses cookies to ensure you get a great experience on our website - click "OK" button to agree our Privacy Policy. You can change your cookies preferences here.

Cookies Settings

Privacy Basics

A cookie is a small file placed onto your device that enables website features and functionality.

A cookie is a small text file that a website asks your web browser to store on your device in order to remember information about you, such as your language preference, and enables a website features and functionality.

At Comindware, we believe in being clear and open about what data related to you we collect and how we use this data. And this policy provides detailed information about what cookies we collect and how we use data related to you. This cookies policy applies to the Comindware website.

Always Active Cookies

Ensure your personalized experience and proper website work.

Always active cookies help us with giving you a personalized experience and cannot be switched off in our system. You can set your web browser to block or alert you about these cookies, but some parts of the website may not work then.

Comindware

Facebook

Performance Cookies

Are used for continuous website optimization and improvement.

Performance cookies help us with continuous website optimization and improvement. This cookies make it possible for us to count website visits, track traffic sources, learn which pages are the most popular and helpful and see how visitors navigate around the website. All the data these cookies collect is aggregated and therefore anonymous.

Google Analytics

Yandex.Metrica

Functional Cookies

Enable functionality enhancement, such as videos and live chats.

Functional cookies allow functionality enhancement, such as videos and live chats. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Wistia

JivoChat

AddThis