Lead to Cash
See where your revenue chain breaks today and what it looks like when it runs on its own.
The Lead to Cash line, seven stages from lead to cash:
Why it breaks
Between them sit exports, spreadsheets and people re-typing the same deal three times. Every hand-off is a chance for the quote, the invoice and the revenue schedule to disagree, and finance finds out at month end.
The seven stages in depth
Today
Leads come in from forms, events and partners, and sales works from a list nobody fully trusts.
When it works
Every lead lands in Salesforce once, de-duplicated and routed to the right rep, with its source kept for reporting.
What we do
Connect web forms and Marketo to Salesforce, then set up lead matching, routing and campaign attribution.
Marketo · Salesforce
Today
Reps build quotes from old spreadsheets and approved discounts live in someone’s inbox.
When it works
Quotes are built from the same products, prices and bundles that NetSuite bills, with approval rules built in.
What we do
Configure Salesforce CPQ product rules, price books and approvals, mapped to NetSuite items.
Salesforce CPQ · NetSuite items and price levels
Today
Signed terms sit in a PDF, and renewal dates are tracked from memory.
When it works
Term, start date, billing frequency and renewal terms are captured once and travel with the deal.
What we do
Model contract terms as structured fields that sync to NetSuite and drive billing and renewals.
Salesforce · NetSuite
Today
Finance re-keys every closed deal, and mistakes surface on the invoice.
When it works
A closed-won opportunity creates the customer and sales order in NetSuite, and failures raise an alert instead of disappearing.
What we do
Build the sync in Boomi or SuiteScript, with error handling, logging and a clear owner for each failure.
Boomi · SuiteScript 2.1 · RESTlets
Today
Tax gets corrected by hand and project billing depends on someone chasing timesheets.
When it works
Invoices follow the billing schedule, tax is calculated automatically and project time bills itself.
What we do
Set up billing schedules, SuiteProjects billing and AvaTax, then test them against real scenarios.
NetSuite · SuiteProjects · AvaTax
Today
Revenue schedules are rebuilt in Excel every close and audit questions take days to answer.
When it works
Revenue arrangements and ASC 606 schedules are created from the order and roll up across subsidiaries.
What we do
Implement NetSuite Advanced Revenue Management and OneWorld consolidation that match your policies.
NetSuite ARM · OneWorld
Today
Account teams can’t see who has paid, so renewals and collections calls happen blind.
When it works
Payments, credits and open balances flow back to Salesforce automatically.
What we do
Sync payment and balance data to the CRM and build the dashboards both teams use.
NetSuite · Boomi · Salesforce
Patterns we build
A software company selling across several subsidiaries quotes in Salesforce CPQ. Closed deals create NetSuite OneWorld sales orders in the right subsidiary, and Advanced Revenue Management builds the ASC 606 schedule the moment the order saves.
Stages: Quote · Order · Revenue
A professional services firm signs statements of work in Salesforce. Each one creates a SuiteProjects project with its billing schedule, time flows into project billing, and invoices go out without anyone copying hours from a timesheet.
Stages: Contract · Invoice
Marketo leads become Salesforce opportunities, opportunities become NetSuite customers and orders, and payment status comes back to the account team. Boomi carries each hand-off and raises an alert when one fails.
Stages: Quote · Order · Cash
Customer, item and open balance data migrate into NetSuite while the Salesforce and tax integrations are rebuilt against the new account, so go-live happens once and nothing gets re-keyed afterwards.
Stages: Order · Invoice · Revenue
Where to start
Most teams start with the stage that hurts most, usually the order hand-off or revenue schedules, then extend from there. A service plan keeps the chain healthy once it runs.
Questions buyers ask
No. Boomi suits companies with several systems to connect. Simpler setups can run on SuiteScript and RESTlets. We recommend whichever you can support.
Yes. Many projects start by stabilising an existing sync before extending it.
Salesforce is the most common front end we connect, but the same approach applies to other CRMs and billing tools.
No. Sales, RevOps and IT all work in the same chain, and the design starts with how each team works today.
Next step
Tell us where the chain breaks and Jamie will reply with times for a discovery call.
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