If your quote-to-cash (QTC) process still relies on spreadsheets, manual entry, or chasing people for sign-off, it’s not just inefficient... it’s leaking revenue.

In our recent webinar, Jason from Workiro and Helena from Workato peeled back the layers on what’s really slowing down finance and ops teams, and how companies using Salesforce and NetSuite can fix it without tearing up their tech stack.

Watch the webinar to learn how finance and ops teams are eliminating rekeying, broken handoffs, and revenue leaks in the quote-to-cash process - or read on!

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The Problem Is Bigger Than You Think

Most businesses have some kind of QTC process. But if you’re relying on disconnected systems like Salesforce and NetSuite without a clean bridge between them, you’re setting yourself up to fail.

On the surface, everything looks like it’s working. Underneath, your team is:

1. Retyping quotes and customer data by hand
2. Waiting days for someone to approve a deal
3. Digging through inboxes for the “final_final_v3” version of a contract
4. Making critical decisions based on outdated or mismatched information

All this information is unstructured data, data that lives outside the day-to-day systems of the business.

And when things go wrong? They go quietly wrong. Invoices don’t match quotes. Customers get the wrong terms. Sales teams overpromise. Finance gets blindsided. No one can agree which system tells the truth.

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“Just One Email” Can Kill a Deal

In the webinar, Jason told a brutal story:

A rep flew across the continent to close a multi-million-euro deal.

Handshake. Paperwork. Final quote ready to sign.

But the client pulled out, because an old email from a previous rep offered a better discount… and no one in the room knew about it.

That email wasn’t in Salesforce. It wasn’t in NetSuite.

It was buried. Forgotten.

And it cost them the deal.

This is what happens when your quote-to-cash process is built on hope and spreadsheets.

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You're Not Alone — Here's What the Data Says

In our webinar, 45.3% of attendees said their biggest challenge in the quote-to-cash process was manual data entry and duplication. Another 20.8% pointed to disconnected systems as the main culprit.

But when asked what would most improve their QTC process, 61.7% said better cross-team collaboration.

Here’s the disconnect: You can’t have effective collaboration when your systems don’t talk to each other and your teams are bogged down in rekeying, checking, and chasing.

Manual processes and siloed systems don’t just slow things down — they block collaboration before it even starts.

Even with Salesforce and NetSuite in place, most businesses are still trying to scale revenue on a foundation full of friction.

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And Let’s Talk About AI for a Second

Everyone’s excited about what AI can do. But if your QTC foundation is a mess of mismatched records and siloed tools, AI isn’t going to fix it. It’s going to return nonsense... faster. AI needs clean, connected, contextual data. Most teams don’t have that. Not even close.

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So What’s the Fix?

Let’s be clear: it’s not “just another integration.” And it’s definitely not a silver bullet.

But there is a way forward, one that’s already helping teams using Salesforce and NetSuite cut the noise, reduce manual work, and finally connect the dots from quote to cash.

In our recent webinar with Workato, we unpacked:

1. The 4 key failure points breaking most QTC processes
2. Why even well-equipped teams still fall into the same traps
3. The core processes to automate before layering on AI
4. Real-world missteps (and how to avoid them)

If you’re ready to stop patching symptoms and start building a QTC process that works — watch the full webinar on demand.