The quote-to-cash (QTC) is a complex process involving multi-step data mapping and manipulation with little margin of error. In addition, the process requires frequent human interventions; for example, every time there is a custom quote, formatting adjustments must be made. Streamlining the QTC process is a challenge to many IT and finance teams. Much of its success depends on the integration between CRM and ERP.

This recorded demo shows how world-class IT teams at Coupa and Rapid7 successfully automated their quote-to-cash processes by leveraging a flexible integration platform like Workato. It shows how to map data in different formats, account for corner cases and manage API’s while only involving clicks and no code.