Services

Quote-to-Cash Optimization

Streamline every step from quote to payment — because every day your deal spends in an approval queue is a day your competitor could close it.

The Problem

Your sales team closes a deal, and then the real work begins. Manual quote generation. Pricing spreadsheets that don’t match what’s in the CPQ. Approval chains that take days for deals that should take minutes. Contracts that sit in legal for two weeks. Invoices that don’t match what was sold. Revenue recognition that requires a finance team working weekends at quarter-end.

The quote-to-cash cycle is where revenue goes to die slowly. Every manual step is a chance for errors, delays, and revenue leakage.

Companies lose 5–8% of revenue to process inefficiencies in their quote-to-cash cycle.

Our Approach

  1. 1

    Map your current quote-to-cash workflow end-to-end — every step, every handoff, every approval, every system touch from opportunity to cash receipt.

  2. 2

    Measure cycle times at every stage to identify exactly where deals stall and revenue leaks.

  3. 3

    Redesign approval workflows based on deal attributes — fast-tracking standard deals while routing exceptions appropriately.

  4. 4

    Implement automation for contract generation, signature collection, invoicing, and revenue recognition.

  5. 5

    Build monitoring dashboards so you can see Q2C performance in real-time and catch bottlenecks before they become problems.

What You Get

Cycle Time Reduction

Analysis and redesign of every stage to eliminate unnecessary delays — targeting 30–50% reduction in average quote-to-cash cycle time.

Approval Workflow Optimization

Tiered approval logic that fast-tracks standard deals and routes exceptions intelligently based on deal size, discount level, and contract terms.

Contract Automation

Template-based contract generation with dynamic clause insertion, electronic signature integration, and automated routing.

Revenue Recognition Design

ASC 606-aligned recognition workflows that automate booking, scheduling, and reporting — eliminating the quarter-end scramble.

Collections Improvement

Automated payment reminders, aging alerts, and escalation workflows that improve DSO without burdening your finance team.

Who This Is For

  • Companies where deals take weeks to move from verbal close to signed contract
  • Finance teams spending excessive time on manual invoicing or revenue recognition
  • Organizations experiencing billing errors or revenue leakage
  • Sales leaders frustrated by slow approval processes that cost them deals

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Explore Our Other Services

GTM Systems Audit

A comprehensive evaluation of your entire revenue technology ecosystem — identifying data quality issues, unused licenses costing you money, automation gaps, integration failures, and architectural risks across CRM, MAP, and billing systems.

Revenue Data Foundation

We build the data governance framework that makes everything else work — golden record logic, deduplication strategy, cross-system data integrity, and the semantic layer your reporting and AI tools depend on.

CRM & Platform Migrations

End-to-end platform implementation and migration across CRM, marketing automation, billing, and CPQ systems — including data migration, workflow rebuild, integration architecture, and user adoption.

Territory Planning & Optimization

Data-driven territory design that maximizes total revenue by matching the right accounts to the right reps — including capacity modeling, routing logic, and scaling frameworks for growing teams.

AI & Automation Strategy

Cut through the AI hype with a practical assessment of where automation and AI agents deliver real ROI — and where they don’t. We help you build governance frameworks, evaluate tools, and implement workflows that actually work.

Fractional RevOps Leadership

Senior RevOps leadership without the full-time overhead — owning strategic planning, systems architecture, team mentoring, and the connective tissue between your sales, marketing, and CS operations.

Ready to get started?

Schedule a complimentary 30-minute assessment and we'll help you determine if quote-to-cash optimization is the right fit for your team.

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