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.
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One set of numbers finance and sales will both sign.
The report that matters in a media company crosses systems: what was sold in the CRM, what was delivered by the ad server, what was billed and recognized in the ledger. We build it from written definitions, reconcile it, and put it where each audience will actually look.
When this is the right engagement
- Sales and finance report different revenue for the same month
- Board reporting is assembled in a workbook the week before
- Delivered, booked, and billed live in three systems and are compared by hand
- Consolidation across entities happens outside the ledger
- SuiteAnalytics is licensed and nobody has built anything in it
What you get
- Agreed metric definitions, written down, for booked, delivered, billed, recognized, and collected
- Saved searches and dashboards for finance, billing, and leadership on those definitions
- Consolidated reporting across entities inside NetSuite
- SuiteAnalytics workbooks or a warehouse connection when the question crosses systems at scale
- Reconciliation to the CRM and the ad system, with the differences explained
- Training for the people who will read them
How it runs
- 01
Agree the definitions
In writing, with the people who will argue about them.
- 02
Audit the data that feeds them
Missing fields and mismatched customers show up here, not in the board deck.
- 03
Build and reconcile
Searches and dashboards by role, tied to the CRM and the ad system for the same period.
- 04
Roll out by role
Billing sees the queue, finance sees the close, leadership sees the business.
- 05
Review at the first two closes
What people look at, and what they still export.
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.