Connected revenue operations
Quoting, proposals, orders, product data, and the CRM and ERP handoffs between them, with visibility across the revenue lifecycle.
The constraint
Quotes, orders, and pricing drift apart as they move between sales and operations, and discrepancies appear after they are expensive.
Systems involved
- CRM
- ERP
- Quoting and configuration
- Price lists and product data
Controls required
- Quote-to-order reconciliation
- Approval thresholds
- Discrepancy reports with source records
Evidence
- Purchase-order margin and coverage guardImplemented capability
- Governed product configuratorImplemented capability
