WorkflowSync
Orchestrating Revenue Execution Across Teams – From Lead to Cash
Revenue Doesn't Move in Silos
Before a deal is won, sales teams collaborate with pricing and solution departments. After the deal is closed, Finance, Ops, Service, and Receivables departments take over.
This collaboration during pre-sales and post-sales operations is chaotic:
- Emails flying back and forth
- Version confusion in proposals, spreadsheets, and other documents
- Pricing approvals delayed
- Manual PO verification
- Missed invoicing milestones
- Poor visibility across teams
WorkflowSync eliminates this chaos. It replaces it with synchronized revenue execution.
Bridging the Revenue Execution Gap Between CRM and ERP
Organizations invest in a CRM to manage pipeline, and an ERP to manage finance and fulfillment. But what's missing is the operational bridge between the two.
CRM stops at opportunity closure. ERP begins at order processing. In between lies a critical execution gap — pricing approvals, solution validation, PO checks, credit verification, milestone tracking, handoffs to operations, invoicing triggers, and collections coordination.
This is where delays happen. This is where revenue leaks.
WorkflowSync fills that missing layer between CRM and ERP. It orchestrates cross-functional workflows, ensures structured collaboration, and creates a single, governed path from enquiry to cash — transforming disconnected systems into a synchronized revenue engine.
How It Works – 5 Simple Steps
- Each stage in your revenue process is defined with specific triggers (one-time setup)
- Every step is mapped to a team or person responsible (one-time setup)
- Based on the trigger, the workflow step gets assigned to the right person or team
- When it is their turn, they get a timely notification and take action
- The workflow automatically moves to the next person concerned
No chasing. No guessing. No bottlenecks. No delays.
All of this happens seamlessly — with complete accountability, transparency, and a single version of truth across the enterprise.
One Continuous Revenue Motion
Pre-Sales: Structured Collaboration Before Order Closure
A typical pre-sales workflow looks like this:
- The sales team requests help for solution Bill-of-Material (BoM) review.
- The solution team finalizes the BoM.
- The pricing team gets notified and reviews the pricing.
- The proposal team picks it up and prepares the quotation.
- The sales team submits the quotation to the client.
The entire process works seamlessly inside a governed, trackable workflow.
No more:
- Lost proposal versions
- Unapproved pricing
- Delayed submissions
- Informal WhatsApp chats
Post-Sales: Seamless Order to Revenue Realization
A typical post-sales workflow looks like this:
- Your sales team closes the deal and picks up the customer purchase order.
- Your operations team verifies the customer's PO and validates payment terms.
- Once accepted, the order gets uploaded into your ERP.
- As payment milestones hit, your invoicing team is automatically triggered to send the right invoice at the right time.
- If installation or professional services are involved, they are looped in exactly when needed.
- Finally, your receivables team monitors and closes out collections.
Every department works towards the same goal. Nothing slips.
No more:
- Parallel spreadsheets tracking order status
- Order processing delays and requests stuck in inboxes
- Delivery misalignment
- Commissioning and service delays due to unclear ownership
- Untracked milestone payments
- Revenue leakages due to internal disconnects
Business Benefits – Why WorkflowSync Matters
Your entire enquiry-to-cash cycle gets shorter for faster revenue realization.
Each step has a clearly defined owner. Progress moves forward only when action is taken, keeping business always on track.
Automated triggers, timely notifications, and structured handoffs eliminate lag between steps. People are notified exactly when they need to act, ensuring no delays.
Everyone gets a real-time view with complete transparency.
Every team member and department is always aligned to execute without any confusion and accelerate business outcomes.
WorkflowSync is not about just tracking. It is about Seamless Revenue Realization.
From enquiry to cash, it aligns people, processes, and accountability. It ensures that every team works in sequence, with clarity and ownership.
No silos. No friction. No delays. No revenue leakages.
Just one synchronized organization moving toward one common goal:
Deliver value. Realize revenue. Delight customers.
Ready to See WorkflowSync in Action?
See how synchronized revenue execution can transform your team.
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