Quote-to-Cash / Middle Office
Connective Business Functions
We know that the quote-to-cash process is anything but simple. With complex product catalogs, varying revenue models, and disjointed order capture, delivery, and billing systems, this highly operational side of your business can become increasingly manual and time-consuming.
When performance-related data is scattered across systems, it can be equally frustrating for management teams to wait on critical data needed to make decisions, as well as for operational team members who are in the trenches of aggregating, analyzing, and trying to share data in a meaningful way. We hear this frustration all the time from teams who are constantly asking, “Isn’t there a better way?”
Upgrade Your Quote-to-Cash Operations
At V2, we’ve been part of these conversations for years. We work with leaders across sales, business operations, billing, FP&A, and finance to bring everyone together and start speaking the same language. We look at data, people, processes, and platforms to create holistic, scalable solutions that optimize your sales process, streamline your billing and revenue recognition, and improve profitability.
Our quote-to-cash and middle office practice combines expert guidance, advisory, and implementation services to help optimize and better integrate various systems, including your CPQ, order management systems, billing systems, ERP, and other homegrown middle office solutions. Key benefits include:
- Streamlined quote-to-cash process including accurate and timely revenue recognition
- Improved real-time insights into the sales pipeline, forecast accuracy, and deal tracking
- Enhanced B2B and B2C subscription management for net new orders and renewals
- Enhanced management of complex pricing models and revenue allocations
- Advanced analytics for real-time insights into orders, renewals, and billing data
- Enhanced order management for order creation, submission, and decomposition
- Reduced manual errors and improved data accuracy
- Improved financial visibility with automated billing and invoicing
- Increased customer satisfaction with more accurate and timely billing and invoicing
- Improved cash flow and reduced revenue leakage
Proven Partners. Trusted Advisors. Beyond Consulting
V2 Strategic Advisors excels in providing expert guidance and Salesforce best practices that support the quote-to-cash process, known as the “middle office” function, across key strategic practice areas where our firm’s knowledge is unmatched. Leveraging our deep expertise in areas like Media, Communications, Retail, Consumer Goods, Gaming and Entertainment, Travel and Hospitality, Technology, and more, we empower our clients to optimize their quote-to-cash operations, enhance efficiency, and drive revenue growth by leveraging Salesforce’s robust platform and industry-specific insights.
Contact us today to start a conversation, and let’s see what we can accomplish together.