Transforming Quote-to-Cash with Salesforce Revenue Cloud

Migrating your core technology can impact your tax processes. Vertex tax automation technology can ease the challenges that businesses face when migrating.

A frictionless quote-to-cash (Q2C) process is essential for delivering a first-class customer experience. But Q2C involves a string of complex steps, and many businesses rely on poorly integrated legacy systems that strain to keep up with new sales formats, fast-evolving tax rules and market demands. Maintaining and scaling these systems represents a constant challenge. When they don’t perform well, they can lead to tax compliance issues, lengthy complaint resolution, and dissatisfied customers.

Many companies are turning to Salesforce Revenue Cloud to take the bumpiness out of Q2C. With solutions such as configure-price-quote and billing, the platform enables you to free your business from legacy system limitations while accelerating the Q2C cycle.

But Salesforce Revenue Cloud is not a one-size-fits-all, out-of-the box solution; it requires an advanced configuration to align with your processes and IT stack. You can find expert partners on the Salesforce AppExchange to help you do that. A recent white paper from Vertex, Inc., ATG Cognizant, and Prodly explains how the right partners can help you maximize the benefits of your Salesforce Revenue Cloud initiative.

Download the white paper to learn:

  • Why getting sales tax right is essential for the success of your implementation, and how Vertex’s integrated tax technology and services enable your Q2C solution to keep pace with rapidly changing tax regulations in the United States’ more than 11,000 jurisdictions and others around the world.
  • Why a successful implementation depends on understanding the details of your processes, use cases and data stores, and how a seasoned integrator like ATG Cognizant can provide a powerful methodology, tools and best practices to accelerate the transformation.
  • Why you need to make sure that Q2C evolves with your business, and how release management automation technology from Prodly enables you to simplify and accelerate updates to your Salesforce Revenue Cloud environments.
Blog Disclaimer

Blog Author

Mallory Rosen Headhot

Mallory Rosen

Salesforce Channel Manager

See All Resources by Mallory

Mallory Rosen is the Salesforce Channel Manager at Vertex Inc. Her role primarily focuses on the management of partnerships within the Salesforce ecosystem including Salesforce Consulting partners as well as direct field alignment and engagement between Vertex and Salesforce. Mallory joined Vertex with 10+ years of experience in the e-commerce industry where she worked in strategic partnerships for MRM Commerce and held several other e-commerce roles at Saks Fifth Avenue, LeSportsac and, a fullbeauty Brand. Mallory received her B.S. in Marketing and International Business at the University of Maryland.

View Newsletter Signup

Our Partnership with Salesforce

Vertex is a proud partner of Salesforce, the world's #1 CRM platform used by over 150,000 companies to help grow business and strengthen customer relationships.

Explore Now
Salesforce logo.