Guides

Managing content is not enough: the need to automate 

WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.

Managing content is not enough: the need to automate 

WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.

Managing content is not enough: the need to automate 

WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.

 

 

 

The importance of a revenue lifecycle management solution 

Why is revenue lifecycle management important? Effective revenue lifecycle management is nearly impossible without a solid solution in place.

Gartner, Critical Capabilities for Configure, Price, and Quote Application Suites, Mark Lewis, Christina Klock, 28 October 2019

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation.

Sales in financial services are increasingly competitive, with various factors vying for salespeople's attention. However, focusing on clients' needs is crucial in today's challenging market. The financial industry is built on client service, and the digital revolution makes tailored customer service even more critical.

Today’s sales teams waste precious time and resources on repetitive, manual tasks when preparing quotes, proposals, and contracts. In fact, the average sales rep spends only 33% of their time each day actually selling.

Tired of losing deals over little mistakes made on out-of-date templates? Looking polished and consistent is important but often it's these little details that instill doubt in your prospects as your team rushes proposals out the door.

Creating a connected customer experience  

The B2B business world has changed forever. With a multitude of low-cost competitors emerging in almost every vertical and businesses with innovative revenue models competing for long-term buyer relationships, business buyers are in the driver’s seat.

If your business has any measure of complexity, such as complicated offerings, then your team is likely facing a number of challenges and missed revenue opportunities. Take a step back and get a step ahead with the right configure, price, quote (CPQ) tool for your business.

A comprehensive roadmap for Salesforce administrators looking to enhance the value of their investment, you'll gain practical insights and actionable strategies that empower you to optimize your Salesforce experience.  Learn how to streamline processes, improve user adoption, and leverage advanced features that drive efficiency.