Manufacturers live in two systems: a CRM up front and an ERP in the back. We connect them into one quote-to-cash process — automating sales orders, syncing fulfillment, and recognizing revenue line by line.
Order load cut from ~3 days to seconds · CRM ↔ NetSuite
A connected quote-to-cash flow across your CRM and ERP — no re-keying, no blind spots.
Configure-price-quote for multi-line, multi-option products so every quote is accurate and on-policy.
Closed deals create ERP sales orders automatically — replacing multi-day manual handoffs with seconds.
Ship dates and partial fulfillments synced to the CRM, so sales can answer customers without pinging ops.
Invoice and payment status flowing back to sales, keeping finance and revenue teams aligned.
Line-by-line fulfillment tracking so revenue is recognized accurately, even across partial shipments.
Two-way syncs between HubSpot or Salesforce and NetSuite, with data accuracy on both sides.
We integrated Dedrone's CRM with NetSuite and automated their sales order, fulfillment, and invoicing flow. Read the full case study →
"His work integrated our CRM and ERP (NetSuite) and eliminated multiple manual processes. This improved data accuracy in our ERP and reduced the 'time to load from CRM to ERP' from ~3 days to mere seconds."
"Finance and sales operations have seen our quote-to-cash process timeline greatly reduced as a direct result of his integration work. We've seen decreased errors in sales orders and less back-end confusion on products."
"Kevin did an excellent job automating the sales order import process. I used to do this manually and it would take 1-2 hours per week. The new process runs smoothly and automatically."
Book a discovery call and we'll map your quote-to-cash flow across CRM and ERP — and where automation will save the most time.
