If the Quote-to-Cash process is broken, sales people risk deals. Armatic has solved this problem with a workflow process that includes the automatic payment link provisioning to your customers.
Once a customer signs a new contract, Armatic immediately provides a payment option to your customer and if the contract signer is not the authorized billing contact, the signer can instantly invite the billing contact to the workflow and reminders will be shared with the sales manager, account executive, contract signer and billing contact to ensure a timely payment is done.
All data is synced bi-directional with your CRM system, you can view all relevant contract and payment data right from within your CRM system or within Armatic.
Put your customers' information at the center of your sales teams activities. Your sales team will have instant and easy access to all customer relevant information, including customer health scores, communication data, contracts, notes and invoices.
With the Armatic template
Your sales team can easily send documents like NDA's for electronic signatures, and automatically link them to your customers.
Empower your sales team to instantly find a historical background for your customers. Share authorized historical communication data, files, documents, invoices and contracts with your sales team.
Automate your business processes from selling, creating quotes for prospects to collecting cash from customers. Empower your sales team to handle the process and remove third-party department bottlenecks.
No need for duplicate data entry when creating your quotes and proposals. We pull your customer data right from your CRM system and we simply replace your current eSign provider. Connect your email account and simplify sharing of customer data with your customer success team.