Even if you have a great product and a winning sales team, a significant glitch, or lack of automation in your sales process can seriously impact the flow and timing of a sales cycle.
The good news is that quote-to-cash (Q2C) processes have emerged over time as the most effective way of optimizing and organizing end-to-end sales operations.
When tightly streamlined, an efficient Q2C process provides swift and accurate support and integration for sales opportunities, deal approvals, product configuration, quotes, contracts, invoicing, and receipt of revenues.
On Tuesday May 7, our next Community Connector Corner webinar, [Accelerate revenue generation using UiPath API-centric business automation] (See Connector Corner: Accelerate revenue generation using UiPath API-centric business automation at UiPath Americas Virtual Events), will focus on some of these critical Q2C use cases.
Join us to see quote-to-cash automation in action
Our Q2C workflow demonstration, presented by Senior Solution Engineer James Dickson, will combine and utilize the following prebuilt connectors from the Integration Service Connector Catalog:
- Salesforce
- Slack
- DocuSign
- Xero (ERP)
- UiPath GenAI Activities
Note that Xero provides the opportunity to showcase a custom connector as created through Connector Builder for Integration Service.
Additionally, there will be a special guest appearance by UiPath Apps supporting interactive automation.
Q2C automation demo highlights
Our demo will focus on the front and back end of a Q2C process, including:
- Capturing sales opportunity details from Salesforce
- Obtaining deal approval and discounts
- Sending quote to customer
- Executing contract signatures via DocuSign
- Triggering invoice delivery
- Creating customer in Xero
- Summarizing contract details and populating the UiPath App for the delivery team to see
Please join us by registering at the Community page for Amer, or EMEA.