Streamline Your Lead-to-Cash Process with Salesforce eBook

The ultimate end-to-end process flow for your customer engagement lifecycle

Optimizing your enterprise systems and business processes is a critical step to increasing productivity and profitability. Salesforce offers solutions to create an efficient, streamlined lead-to cash solution with features to support each sub-process and improve the customer experience. Download the Salesforce lead-to-cash eBook to learn how and more.

Today many organizations are wanting an “all-in-one” solution when it comes to their business applications. When tech stacks do not integrate across internal departments, data silos are created which leads to process inefficiencies across the customer engagement lifecycle and potential loss of revenue. Lead-to-cash is an end-to-end, high-level business process that starts with marketing and includes sales process management, price and quoting, order management, customer service, and concludes with revenue collection.

salesforce lead to cash

Lead-to-cash is one of the most critical business processes for any organization as it provides a 360-degree view of their customers from marketing messaging, sales opportunities, orders, payments, and more. This process determines the customer’s experience when interacting with the company. SAP defines lead-to cash as “Management of all aspects of an initial contact with an unknown customer to order fulfillment and service delivery allowing you to turn prospects into lifetime customers.”

For many organizations, this crucial process is overly manual, full of bottlenecks, and often generates bad data which leads to several challenges. For instance:

  • Sales losing visibility into marketing qualified leads

  • Pricing group manually generating quotes out of excel and then running them by finance

  • Poor visibility into future revenue

  • Slow handoff between sales and finance

salesforce lead to cash

Salesforce offers end-to-end solutions for these sub-processes to be executed efficiently across the customer engagement lifecycle. Additionally, it enables a frictionless process by providing the tools required to integrate Salesforce with other enterprise systems that are strategic to the lead-to-cash process.

There are 6 key areas in a lead-to-cash solution that are key to improving revenue growth and having a positive customer experience.

  • Marketing

  • Sales Process

  • Salesforce CPQ & Order Management

  • Customer Service

  • Revenue Management Integration and Reporting

Our certified experts deep-dive through each area in this 23-page eBook to provide insight, tips, and resources to implement a Salesforce lead-to-cash solution.

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