Optimizing Quote-to-Cash Processes through Workflow Automation

Authors: Raziya Sulthana Gurramkonda

DOI: https://doi.org/10.37082/IJIRMPS.v13.i6.232906

Short DOI: https://doi.org/hbnb2b

Country: United States

Full-text Research PDF File:   View   |   Download

Abstract: In large enterprise environments, Quote-to-Cash processes rarely exist as a single, well-designed workflow. In- stead, they evolve over time through a mix of manual approvals, disconnected systems, and incremental au- tomation, often creating bottlenecks that delay revenue realization. Based on hands-on experience implementing Salesforce-based revenue platforms, this paper examines how workflow automation can be used to simplify and stabilize Quote-to-Cash operations. Rather than proposing a generic automation model, the paper focuses on practical patterns observed during real implementations, including where automation introduced unexpected chal- lenges and how architectural decisions changed as transaction volume increased. The findings highlight how targeted workflow orchestration across quoting, order management, and billing can reduce operational friction, improve process reliability, and support scalable enterprise revenue models.

Keywords: Salesforce CPQ, Revenue Cloud, billing automation, subscription management, Quote-to-Cash opti- mization, workflow automation, enterprise digital transformation

Paper Id: 232906

Published On: 2025-12-09

Published In: Volume 13, Issue 6, November-December 2025

Share this