Vertex Customer Stories

Managing the Complex Requirements of Your Quote-to-Cash Tech Stack

A guide to maximizing the benefits of Salesforce Revenue Cloud Operations.

A seamless customer experience (CX) is mission critical to win and keep business in today’s hyper-competitive, digitally transformed marketplace. Capturing and storing information is a crucial part of CX and when done incorrectly, customer retention can decline. From first quote to the invoice, establishing loyalty and a strong brand reputation are major factors when it comes time to re-up. Salesforce Revenue Cloud incorporates products such as Configure-Price-Quote (CPQ) and Billing to achieve this seamless process.

Check out our latest white paper, featuring Prodly and ATG to discover:

  • Why improving your quote-to-cash process is essential
  • Key things to know to ensure a successful implementation
  • Ways to make sure your quote-to-cash process evolves with your business

The Salesforce billing team is proud to work with Vertex to bring our customers a seamless experience. Partnering with Vertex means our customers can allow their finance and tax teams to focus on higher value initiatives while Vertex handles the tax calculation.

Nicole Chin
Solutions Engineer
Salesforce Revenue Cloud

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