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"From Quote to Cash to Customer Satisfaction: Sales Tax Accuracy within Your CRM"

Businesses often stall on their climb to top of the deal mountain. Knowing how to navigate the critical steps between quote generation and revenue collection can be what gets them over the hurdle.

Taking action to automate the tax aspect of a transaction within the CRM can have a big impact on customer satisfaction, and ultimately revenue, by optimizing several important steps within the QTC cycle:

• Pricing products to reflect current exemptions, discounts, inventory levels and other
• Quote creation for a prospect or customer, and price/project negotiation
• Changes to the order
• Supporting credits/returns
• Contract and order management
• Invoicing
• Payment receipt

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