How many details do you keep within your CRM platform about an opportunity? What about the contract, is that sync'ed back with CRM? How about when this data gets to your finance system, is it the same as what you closed in CRM or the contract?
Streamline the sales process by connecting your CRM, Contracts/ Proposals, and your finance systems. Contracts or proposals most often have a common set of billing instructions. Enforcing contract/ proposal templates allows your CRM and Finance system to stay aligned. At a minimum, your CRM customer and opportunities should be connected to your Finance system.
Leverage Power Platform to digitize the contract/ proposal process and connect your systems, so that you have a common truth between customer data. This insures you can achieve customer consistency, financial, and reporting accuracy.
