SaaS Decacorn Automates CPQ with Salesforce and NetSuite Integration
Engineered a zero-touch Quote-to-Cash pipeline, reducing contract processing time from 4 days to 3 minutes while eliminating revenue leakage.
Industry
Solutions Delivered
- ERP Integrations
- Quote-to-Cash
Technology Stack
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Book a ConsultationThe Challenge
A rapidly scaling B2B SaaS decacorn was struggling with manual contract processing. Sales reps closed deals in Salesforce CPQ, but the finance team manually recreated the contracts, billing schedules, and revenue recognition rules in NetSuite. This manual handoff took 4 days on average, leading to billing delays, massive revenue leakage due to unbilled add-ons, and a terrible customer onboarding experience.
Our Architecture
Flowtaris designed a robust, event-driven architecture using Celigo to synchronize Salesforce CPQ with NetSuite Advanced Revenue Management (ARM). When a closed-won opportunity is triggered in Salesforce, the integration automatically creates the Customer, Sales Order, Billing Schedule, and Revenue Arrangement in NetSuite. Complex bundle pricing and tiered discounts are parsed and accurately mapped to NetSuite item groups in real-time.