Mastering the Lead to Cash process means finding solutions capable of triggering that virtuous circle of company performance.From lead generation to invoice payment all in one integrated tool.
1. Lead to Opportunity
From the Lead generation to the creation of an Opportunity
Identification and evaluation of potential customers (Leads) through appropriate lead generation tools. The leads generated and positively evaluated are assigned to a salesperson who will be in charge of converting them into contacts and taking care of the relationship up to the creation of an economic opportunity for the management of the sales negotiation.
2. Opportunity to Quote
From the Opportunity to the formulation of an Offer
The opportunity is accompanied by one or more economic estimates using technologically advanced tools such as CPQ.Based on the chosen estimate, it is possible to formulate automatically an offer to be sent to the customer.
3. Quote to Order
From the Economic Offer to the receipt of the Sales Order
The offer sent to the customer is negotiated until a final agreement is reached. Once the sales order is received, the opportunity is converted into a contract.
4. Order to Cash
From the Sales Order to the Invoice collection
From the sales order, the sale of the good/service or the opening of an order follows. With their delivery, invoices are issued, monitoring that payments are made in compliance with deadlines.
ZenShare Suite is based on Lead to Cash
The ZenShare Suite offers the end customer a complete application tool capable of managing business processes (primary and support) without interruption: