·1 min readsalesoperations
The quote-to-cash trap (and how to climb out)
Most teams have a CRM, an invoicing tool, and a spreadsheet between them. Here's why that costs you a quarter of every deal cycle.
By Sarah Lin
Sales reps don't enjoy quoting. Finance teams don't enjoy chasing approvals. Customers don't enjoy waiting. The gap between "verbal yes" and "money in the bank" is where deals die.
What good looks like
- Quote generated from deal data, not retyped into Word.
- Approval routed by amount, not by who happens to be online.
- Invoice drafted automatically when the deal hits Won.
Kudu does this out of the box because Proposals, CRM, and PaySync are the same database.