Lead to Cash automation and integration
Built by a systems architect who started in accounting and finance.
The Lead to Cash line, seven stages from lead to cash:
Follow one deal
Follow one deal from lead to cash and see where yours leaks.
What breaks
Leads arrive from the website, events and partners, and many never reach the CRM in a shape sales can use.
What we build
Web forms and Marketo feeding Salesforce with clean, de-duplicated leads, routed to the right rep with their source intact.
Marketo · Salesforce
What breaks
Discounts and bundles live in spreadsheets, so what sales quotes isn’t what finance bills.
What we build
CPQ rules and price books that match the NetSuite item catalogue.
Salesforce CPQ · NetSuite items
What breaks
Start dates, renewals and billing terms sit in a signed PDF.
What we build
Contract terms captured once as structured data and carried forward.
Salesforce · NetSuite
What breaks
Someone re-keys every closed deal into the ERP.
What we build
Closed opportunities create NetSuite sales orders automatically, with alerts when one fails.
Boomi · SuiteScript 2.1 · RESTlets
What breaks
Tax gets fixed by hand and project billing is chased in email.
What we build
Billing schedules, project billing and automated sales tax.
NetSuite · SuiteProjects · AvaTax
What breaks
ASC 606 schedules are rebuilt in Excel every close.
What we build
Revenue arrangements and schedules generated from the order.
NetSuite ARM · OneWorld
What breaks
Payment status never makes it back to the CRM.
What we build
Payments and credits flow back to Salesforce, so account teams see the full picture.
NetSuite · Boomi · Salesforce
Three ways we help
01
Design and build the whole chain, or fix the stage that hurts most.
See how it works →02
Salesforce, Boomi, Marketo and AvaTax connected to NetSuite, with monitoring someone can actually support.
Explore integrations →03
OneWorld, billing, revenue management and SuiteScript built to last.
NetSuite services →Patterns we build
These are a few we solve often.
CPQ quotes become NetSuite orders across OneWorld subsidiaries, with ASC 606 schedules created on save.
Salesforce CPQ · NetSuite OneWorld · ARM
Signed statements of work create SuiteProjects records, and time flows into project billing.
Salesforce · SuiteProjects · NetSuite billing
Marketo leads, Salesforce opportunities and NetSuite customers stay in sync, so reporting runs from one set of numbers.
Marketo · Salesforce · Boomi · NetSuite
Data migration and integrations rebuilt at the same time, so nothing gets re-keyed after go-live.
Legacy ERP · NetSuite · Boomi
Service plans
Advisory guides it, Care keeps it running, Development builds what’s missing. Plans are priced per three-month term.
$12,900
per 3-month term
Architecture guidance, roadmap and review for the team running the chain.
Join the Waitlist$28,200
per 3-month term
Monitoring, fixes and small changes that keep orders, invoices and revenue flowing.
Join the Waitlist$60,000
per 3-month term, delivered in a series of sprints
New integrations, SuiteScript and configuration built, tested and handed over.
Join the Waitlist
Who you work with
Jamie Houselog founded Zopemy in 2016 after years as a finance and systems analyst and an enterprise applications manager. That means the person designing your integration also understands your close.
Next step
Tell us where the chain breaks and Jamie will reply with times for a discovery call.
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