Salesforce Quote-to-Cash

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Quote to Cash solutions helps you access your cash faster – accelerating the processing of orders and invoices while providing Sales with the tools they need to quote accurately across complex product and service offerings.

We work with Salesforce Quote to Cash, alongside Apptus Configure, Price, Quote, to provide you with the tools that best suit your business.

Benefits of the Quote to Cash

Quickly Recognise Revenue & offer a seamless sales experience

Configure, Price, Quote solutions use pre-configured templates & automation to streamline the process of contracts, invoicing & payment into a single step-by-step process.

Management sees significant improvements in oversight, with clear reporting on quotes, orders, invoices, and payments – along with direct control of discounting options with clear guidelines for Sales people.

Sales people themselves can spend more time ensuring they have a contract that meets customer needs and expectations and is likely close, while mobile accessibility allows them to close deals wherever they may be.

7% Increase in Sales Revenue
28% Improvement in Quote Quality
23% Faster Time to Quote
21% Reduction in Rogue Discounting
11% More Deals Closed
8% Increase in Deal Size
6% Increase in Win Rates

Quote to Cash Services

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Project Scope, Design & Build

We provide you with the expert resources you need for end-to-end project delivery.

Whatever your goals, we ensure you have a fully certified Salesforce consulting, development & project management team that can dovetail with your company culture.

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Strategic IT Consulting

We provide the Salesforce expertise, experience & knowledge to guide your Strategic Objectives.

Through our consulting framework, we work to understand your unique challenges – translating them into a Salesforce solution that delivers business value.

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Cloud Solution Roadmap

We assess your current technical capability & your long-term strategic goals, creating a phased programme of change. We take your ideal future system & plot a course to manage the transition a series of manageable actions, milestones & performance measurements to achieving your objectives.

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IT Project Management

For organisations with high levels of Salesforce technology capability, we provide expert project management resources.

Our project managers bring best practice & experience built from numerous implementations overcoming client’s IT challenges successfully.

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System Integration

Our integration Centre of Excellence specialises in creating connected business systems using Salesforce technology.

We are skilled in a range of integration approaches, techniques & third party applications, to tailor our solution to your budget, business objectives & systems landscape.

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Salesforce Support

Westbrook Support provides you fast & efficient access to highly qualified Salesforce Certified Administrator, Consultant & Developer resources as you need them.

Our support offers the flexibility to complete small projects, mentor your team or manage administration tasks through a single contract.

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User Adoption Consulting

We conduct an adoption audit with stakeholders across your organisation, to review how to improve user engagement with your Salesforce systems.

We compile our findings into an adoption review, suggesting areas of improvement to gain the maximum benefit & satisfaction from Salesforce.

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We conduct a systems audit with stakeholders across your organisation, to review how to improve your IT architecture.

Whether you are seeking to move operations to Salesforce, expand your systems capability or make major changes, report on your current systems landscape & interactions.

Our Capability


Our Certified Salesforce and Apttus Consultants offer a range of CPQ approaches to ensure your organisation quickly sees the benefits of adopting Configure Price Quote solutions.

We draw upon industry leading knowledge of best practice implementation approaches through our partnership with the Advanced Technology Group (ATG) a global expertise on Quote-to-Cash.

ATG provide domain expertise, expert services, and a variety of tools to Westbrook and its Salesforce Quote-to-Cash practice.

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Quick Start

Through our Quick Start Programmes, we can get you up and running with Salesforce CPQ in under a month.

Over20 days, our experienced team will deliver the a robust configure, price, quote solution. The end result is a system that is ready to use, set up using Westbrook best practice.

Westbrook Project Approach

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Working with Westbrook

Our depth of experience allows us to bring best practice and advice from a wide range of business functions – and our team have specialist areas of expertise to provide deep platform knowledge.

At Westbrook we put users first to ensure you get the most out of Salesforce – adoption and training are an integral part of our solutions.

If required, we also work with a network of design partners to provide streamlined user experiences and advanced mobile design.

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