The "Closed Won gets retyped into the ERP" step is where I've seen most invoice errors start. One thing that helped a team I know: make the CRM deal record read only for price fields once it hits contract stage, so finance only ever trusts one version. Did you find reps pushed back on that kind of lock?
StackShortlist
Proof Over Promises.
The "Closed Won gets retyped into the ERP" step is where I've seen most invoice errors start. One thing that helped a team I know: make the CRM deal record read only for price fields once it hits contract stage, so finance only ever trusts one version. Did you find reps pushed back on that kind of lock?