CRM and ad-system integrations
NetSuite connected to HubSpot or Salesforce, to Naviga or Google Ad Manager, and to the subscription platform, so an order is entered once.
Read moreNetSuite · Revenue workflow
From closed deal to collected cash without a second keyboard.
The stretch between a yes and a collected invoice is where media companies lose the most time and the most trust. We build it end to end: the sales order created from the CRM, billing schedules that follow the campaign, invoices that match what was delivered, revenue recognized on the right dates, and collections that know who is late.
When this is the right engagement
- Billing reconciles delivered against booked by hand every month
- Revenue schedules live in a spreadsheet and are posted by journal entry
- Make-goods and credits are handled by email and memory
- Collections do not know which accounts the CRM says are at risk
- Card fees are absorbed because surcharging or offsets were never set up
What you get
- Sales orders created from closed-won deals with the fields billing needs
- Billing schedules that follow the campaign or contract
- Invoicing rules for delivered, flat, and hybrid billing, with make-goods and credits handled in the ledger
- Revenue recognition arrangements and schedules configured to the contract
- Collections workflows with dunning, aging visibility, and CRM feedback
- Payment processing with card fee handling set up deliberately
- Reporting on booked, delivered, billed, recognized, and collected that finance signs
How it runs
- 01
Map the path from deal to cash
Every step, every system, every re-key.
- 02
Design the billing and revenue model
How inventory is sold, delivered, billed, and recognized, expressed as items, schedules, and rules.
- 03
Build orders, billing, and recognition
Configured to the design and tested against real contracts.
- 04
Build the handoffs
CRM to sales order, ad system to invoice, payment back to the CRM.
- 05
Reconcile and train
Booked, delivered, billed, and recognized compared on live deals; billing and finance trained on the new path.
Questions we get
Should we bill from the CRM or from NetSuite?
From NetSuite, almost always. The CRM is where the deal is shaped; the ledger is where it is recognized and collected. We build the handoff so both are right, and we will tell you if your situation is the exception.
Work and news
Notes from NetSuite engagements.
Case studies from NetSuite engagements are being prepared for publication. The record above is public in the meantime.
Start with the stuck point
What should the ledger know that it doesn’t?
Bring the handoff, reconciliation, or report that keeps resurfacing. We will tell you whether it is a NetSuite problem, a data problem, or a systems problem, and what to do about it.