CRM + ERP = Quote-to-Cash
A Closed-Won Opportunity shouldn't be the end of an automated process.
It should be the beginning of one.
Every successful sale starts a chain of financial and operational transactions. The problem is that, in many organizations, CRM manages the sale while ERP manages everything that happens afterward.
That creates a gap exactly where automation should take over.
The Quote-to-Cash process should look like this
That's Quote-to-Cash without employees carrying information from one system to another.
Here's what usually happens instead
Four or five manual handoffs.
Four or five opportunities for:
And perhaps the most common question of all:
"Did that invoice go out yet?"
It shouldn't require an email, phone call, spreadsheet, or Teams message to answer that question.
InterWeave automates the transaction lifecycle
InterWeave's SmartIntegration Hub connects CRM, ERP, financial, and payment applications so Quote-to-Cash becomes a continuous business process instead of a series of disconnected transactions.
The workflow can begin the moment the Opportunity reaches the appropriate stage.
A Closed-Won Opportunity can initiate the creation of the customer, Sales Order, or other required ERP transaction automatically.
Where appropriate, event-driven processing can initiate the transaction immediately instead of waiting for the next scheduled integration cycle.
Account information, billing and shipping addresses, contacts, products, quantities, pricing, terms, and other mapped information can move from CRM into the ERP according to your specific business rules.
Employees don't have to re-enter information that already exists.
Once the ERP receives the appropriate transaction, invoice processing can continue using the information already captured during the sales process.
Customer terms, line items, products, pricing, projects, dimensions, and relationships can be mapped according to the organization's requirements.
Not a generic template.
Your business rules. Your data model. Your workflow.
Quote-to-Cash shouldn't be a one-way integration.
Invoice numbers, invoice dates, amounts, payment status, balances, and other financial information can be synchronized back to CRM.
That means sales and customer service can see financial status without logging into the accounting system or contacting finance.
Sales and finance see the same customer
That changes the conversation.
Both systems can instead reflect the actual state of the transaction.
And real businesses aren't always simple
Customers don't always have one account, one address, one contact, and one invoice.
InterWeave can support more complex integration requirements, including:
The objective isn't to flatten every application into the lowest common denominator. It's to preserve the business relationships that matter while moving the transaction through the appropriate systems.
From Closed-Won to cash
The result is a fundamentally different process:
And no one needs to ask finance "Did that invoice go out yet?"—because the answer is already available in the system where they work.
InterWeave turns CRM and ERP into one continuous Quote-to-Cash business process.