Nextian for
CFO / VP Finance
Strengthen control over and ensure consistent financial information across your entire Quote-To-Cash (QTC) process.
Nextian for
CFO / VP Finance
Strengthen control over and ensure consistent financial
information across your entire Quote-to-Cash (QTC) process.
Four ways to control your revenue & margin with Nextian
Control your financials at every stage of the Quote-to-Cash process from new product sales through contract renewals and cancellations.
Manage revenue and margin at every stage of Quote-to-Cash
Track income statement-like revenue & profit numbers every step of the way from quote generation, through closed-won sales and order delivery, before they reach and are reported in billing and ERP systems.
Easily handle complexities of subscription service reporting
Automatically calculate net revenue & profit related to service changes, moves, replacements and cancellations with readily available data points, without a need to “transform” the data to create revenue & profit waterfall model.
Forecast revenue and profit ahead of the game
Know your net revenue and profit numbers ahead of the game based on real-time, automatically updated delivery schedules for easy creation of forward-looking projections.
Easily build advanced financial reports & KPIs
Easily connect third-party reporting tools and integrate with corporate data warehouses to refine and provide complex financial analytics augmenting Nextian out-of-the-box dashboards and reports.
Ensure regulatory compliance
Ensure data security and regulatory compliance every step of the way.
Audit trail
Track financial changes through a well-defined process with automated billing integration and full audit trail.
Access permissions
Manage access to data and system functions with industry standard Salesforce role-based permissions.
Data security
Protect your data with proven Salesforce security technology with full access audit trail.
Bill accurately on-time
Ensure that any changes made to customer accounts and products in the CRM are accurately reflected in billing.
- Automated CRM to billing flows for the entire product lifecycle: new products & services, feature changes, re-terms, re-rates, and cancellations
- Product pricing synchronization
- Propagation of sales markups and discounts
Ensure financial alignment throughout the organization
Ensure common understanding of financial terms across the organization and increase financial awareness every step of the way from quotes, through order delivery to billing.
- Ensure revenue & profit understanding via income statement-like financial model for services and accounts
- Move financial analysis up-front to opportunity and quote to drive approval workflows
- Easily understand net revenue & profit carried by in-flight orders for easy order prioritization
- Make support teams aware of revenue & profit associated with outages, alarms and support cases
Quote-to-Cash for Chief Financial Officer (CFO) / VP Finance
Plan, launch quickly and monitor post-launch performance of your cloud and communications products throughout their entire lifecycle.
Quickly create accurate quotes for complex subscription products and add-ons including new products, changes, replacements and cancellations.
Ensure reliable and consistent customer service delivery with real time forecasting.
Ensure customer success with omni-channel support, service monitoring, analytics and automated discovery of upsell opportunities.
Empower your customers with a 360° view of their accounts, self-service and on-line ordering.
Stay on top of your reporting game with pre-configured dashboards and reports based on best-practice quote-to-cash metrics.
