Taking action to automate the tax aspect of a transaction within the CRM can have a big impact on customer satisfaction, and ultimately revenue, by optimizing several important steps within the QTC cycle:

• Pricing products to reflect current exemptions, discounts, inventory levels and other
• Quote creation for a prospect or customer, and price/project negotiation
• Changes to the order
• Supporting credits/returns
• Contract and order management
• Invoicing
• Payment receipt