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The Basics of the Quote-to-Cash Process

By July 25, 2018May 24th, 2019No Comments


qtcWhen someone talks about providing a quote for a product or service, they may have a specific idea in mind of what’s covered in that quote. But the quote-to-cash process is a more holistic point of view that’s really about figuring out the entire stage—end to end, some people call it—of providing pricing for something. It’s a process that starts the minute someone makes contact with a company and ends well after that—really until you’re able to figure out how to assess the data gathered.

The thought of doing that whole quote-to-cash process by hand, or even with basic software, is intimidating. Fortunately, though, technology has truly revolutionized company processes like that. And you won’t miss something, either—if an independent process takes place, the quote-to-cash process can still account for that. There’s no more combing through spreadsheets for salespeople to find a particular data point. Learn more about it with this graphic.


The Basics of the Quote-to-Cash Process

This post was republished from Salesforce with permission.

Chris Slocumb

Author Chris Slocumb

Chris is the founder and president of Clarity Quest Marketing, where she has the best job on the planet leading a talented group of marketers helping healthcare and technology companies grow revenues and visibility. To learn more about Chris' experiences and qualifications, visit our leadership team page.

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