Networkization - Episode 3: Automating Quote-to-Cash

Jun 20

Challenges of Manual Handovers

Do your sales team accepts a subscription order in one system (e.g., CRM) and finance manually re-keys it into an ERP or billing engine, introducing errors, delays, and customer frustration?

Key Capabilities of a Mature Q2C Engine

Product Configuration & Pricing Rules
Support complex offerings (hardware+software bundles, tiered-usage rates, add-on services) without requiring spreadsheets or custom code.
Order Capture & Validation

Immediately validate that the customer’s selected options (e.g., 3 devices at $50/month + 24/7 support) are permissible under your pricing and discounting policies.

Seamless Downstream Integration
Once a subscription is approved, the system should automatically:
- Push customer data (contact, payment terms, credit checks) to billing.
- Generate initial service work orders (e.g., “Ship 3 routers + schedule installation + activation”).
- Create a new asset registry placeholder in your FSM (Field Service Management) or asset-management repository.

Discussion Point:

If you evaluate your current Q2C cycle end-to-end, where are the handoffs or approval bottlenecks?
Are you still generating paper quotes, or are all touchpoints digital?

If you’d like to explore how to build a rock-solid subscription foundation for #Networkization, download our full white paper at

https://NETWORKIZATION.COM or schedule a free consultation at https://calendly.com/customerbridge

#Servitization #Networkization #Subscription #Quote2Cash #AgnosticDigitalTransformation