Lead to Quote
Campaigns and ABM, lead capture & qualification, opportunity tracking, guided selling, CPQ, approvals form
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Forsys offers deep-dive assessment and advisory services to help enterprises optimize their sales, pricing, quoting, and order processes—laying the foundation for scalable growth and subscription-based business models.
Forsys’ comprehensive advisory includes analysis, strategic guidance, and a future-ready roadmap across the full Opportunity-to-Order lifecycle:
Analyze existing sales, pricing, quoting, and booking workflows to identify gaps, inefficiencies, pain points, big rocks, and bottlenecks.
Define a service-as-a-subscription monetization model aligned with your GTM strategy and digital transformation goals.
Assess GTM alignment, monetization capabilities, and operational maturity for future-state enablement.
Map current flows and recommend standardized, scalable architectures based on best practices and aligned with business capabilities and strategy.
Evaluate master data >> templates, and approval hierarchies to ensure consistency and completeness.
Define user personas and responsibilities for sales, sales ops, and deal desk teams to drive enablement and governance.
Forsys delivers a holistic, cross-functional assessment across key L2R domains
Campaigns and ABM, lead capture & qualification, opportunity tracking, guided selling, CPQ, approvals form
Pricing strategy, product configuration, proposal generation, redlining, e-signature, order conversion
Order validation, booking, delivery integration, provisioning, and performance obligations form
Subscription billing, invoicing, tax, collections, revenue recognition, and renewals
Case management, SLAs, knowledge management, renewals, customer engagement, and onboarding
Clause libraries, dynamic templates, contract authoring and versioning
A proven methodology to ensure strategic clarity and execution alignment:
Unlock revenue growth by transforming your lead-to-revenue journey
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