Quote to Cash Quote to Cash Quote to Cash

Effectively manage and accelerate the quote to cash cycle

Play Video Large customer facing organizations rely on their CRM and accounting systems for creating quotes, executing orders, and distributing invoices. However, it is often the case that these backend systems are independent of each other, resulting in a transaction cycle that is people-intensive and time-consuming.

 

Solution

Ensemble’s Quote to Cash solution addresses this issue by capturing data from multiple organizational sources, such as SalesForce.com and Oracle, and displaying the information via a single Adobe® AIR® and Adobe® LiveCycle®-based application. By bridging the technology gap between disparate systems, our Quote to Cash solution effectively streamlines the sales cycle, enhances the customer experience, reduces costs, and eliminates disjointed and error-prone manual processes and work-arounds.

Comprised of consoles for both sales representatives and management, our solution not only provides extensive client account information but also allow sales representatives to create quotes, invoices, and contracts, and track the documents as they are routed through management for approval.

Features
  • Completely customizable and scalable to reflect the unique needs and branding requirements of any organization 
  • Provides a single view of information related to a specific customer, including past products purchased, complementary products, and product up-sell opportunities
  • Automates existing manual-based processes
  • Streamlines the sales process and eliminates the need for paper-based quotes, invoices, and contracts
  • Provides multiple users with concurrent access to customer information and documentation
  • Defines flexible pricing, contracts, and product configurations to meet individual customer needs
  • Eliminates redundant data entry and reconciliation tasks
  • Automatically routes PDF quotes, invoices, and contracts from sales representatives to management and then to customers for approval
  • Integrates and synchs with existing backend systems
  • Provides task and target notifications to users throughout the sales cycle
  • Allows users to see when and by whom a document was accessed via PDF audit trail
  • Built in ability to revoke obsolete quotes and invoices
  • Allows for timelier, more efficient end-to-end processing
  • Provides users with a rich user experience
Web Design
  • Adobe AIR
    Allows the solution to run as a standalone application on multiple devices and platforms without the constraints of a browser

  • Adobe LiveCycle
    • Generates PDFs with user prefilled data for quotes and invoices
    • Generates quality PDF invoice outputs for viewing using the ubiquitous Adobe Reader application on supported end-user platforms
    • Provides workflows that route sales quotes, contracts and invoices to the appropriate managers or clients for approval
  • Quote to Cash
  • Quote to Cash
  • Quote to Cash