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Workato Integration Cuts Manual Data Entry 85% for a Global Cloud Platform Provider

Impact Delivered

  • 85% reduction in manual data entry across CRM, ERP, and billing systems
  • 70% faster order provisioning from quote to fulfillment
  • 90% accuracy in billing and revenue data synchronization
  • The Customer

    The Customer

    A global cloud computing services provider operating a high-performance edge cloud platform, the company gives developers secure, scalable infrastructure. It relies on Salesforce CRM, NetSuite ERP, and a leading telecom billing platform to run its order-to-cash operations.

  • The Challenge

    The Challenge

    Utilities-EWA-The-challenge.jpg

    Disconnected systems were forcing manual work into every stage of the order-to-cash cycle.

    • No native connectivity between Salesforce, NetSuite, and the billing platform, creating fragmented data silos
    • Teams manually updating and verifying data across systems, raising the risk of errors
    • Inconsistent synchronization slowing down onboarding, billing, and reporting
  • The Solution

    The Solution

    the-solution-img_nextiva.jpg

    The company partnered with CriticalRiver to build a real-time, bi-directional integration across Salesforce, NetSuite, and the billing platform using Workato.

    • Automated product configuration in the ERP and billing systems for new customer setups
    • Automated account creation in billing and financial systems for order accuracy
    • Connected Salesforce to ERP and billing platforms for automated order processing on quote closure
    • Synced subscription, usage, one-time, and cancellation billing data into NetSuite for accurate invoicing
  • Solution Components

    Solution Components

    Workato Integration Platform, Automated Product Configuration Workflow, End-to-End Sales Order Automation, Real-Time Data Sync (Salesforce ↔ ERP & Billing Systems), Integrated Billing and Revenue Management

  • The Results

    The Results

    Manual, error-prone processes gave way to a unified, automated operational framework.

    • Faster, more accurate customer onboarding and billing
    • Greater confidence in financial and operational reporting
    • A scalable foundation to support continued growth

Impact Delivered

  • 85% reduction in manual data entry across CRM, ERP, and billing systems
  • 70% faster order provisioning from quote to fulfillment
  • 90% accuracy in billing and revenue data synchronization

The Customer

A global cloud computing services provider operating a high-performance edge cloud platform, the company gives developers secure, scalable infrastructure. It relies on Salesforce CRM, NetSuite ERP, and a leading telecom billing platform to run its order-to-cash operations.

The Challenge

Utilities-EWA-The-challenge.jpg

Disconnected systems were forcing manual work into every stage of the order-to-cash cycle.

  • No native connectivity between Salesforce, NetSuite, and the billing platform, creating fragmented data silos
  • Teams manually updating and verifying data across systems, raising the risk of errors
  • Inconsistent synchronization slowing down onboarding, billing, and reporting

The Solution

the-solution-img_nextiva.jpg

The company partnered with CriticalRiver to build a real-time, bi-directional integration across Salesforce, NetSuite, and the billing platform using Workato.

  • Automated product configuration in the ERP and billing systems for new customer setups
  • Automated account creation in billing and financial systems for order accuracy
  • Connected Salesforce to ERP and billing platforms for automated order processing on quote closure
  • Synced subscription, usage, one-time, and cancellation billing data into NetSuite for accurate invoicing

Solution Components

Workato Integration Platform, Automated Product Configuration Workflow, End-to-End Sales Order Automation, Real-Time Data Sync (Salesforce ↔ ERP & Billing Systems), Integrated Billing and Revenue Management

The Results

Manual, error-prone processes gave way to a unified, automated operational framework.

  • Faster, more accurate customer onboarding and billing
  • Greater confidence in financial and operational reporting
  • A scalable foundation to support continued growth
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