The Briefing

Streamlining Your Quote-to-Cash Process with NetSuite and Salesforce


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Every day, businesses lose revenue and frustrate customers because their Quote-to-Cash process is riddled with manual steps, disconnected systems, and delays. But what if you could fix that without ripping everything out and starting again?


In this episode of The Briefing, Jason Ross (Enterprise Solutions Strategist, Workiro) and Helena Di Favro (Customer Success Manager, Workato) dig into the core challenges plaguing the QTC process, and the hidden cost of ignoring them. From broken approval chains to siloed data across NetSuite and Salesforce, they’ll reveal the real reason so many teams struggle to get paid faster and scale smarter.


Learn how to:

✔ Eliminate friction with seamless NetSuite and Salesforce integrations

✔ Automate document and approval workflows to accelerate cash flow

✔ Gain real-time visibility across your QTC cycle

✔ Prepare your systems for growth, M&A, and happier customers


Listen now and discover how to improve your quote-to-cash process.


Introducing The Briefing: your essential series of webinars and podcasts focused on delivering key business insights. Packed with expert advice, each episode covers the latest trends, critical legislation, and practical strategies to help you stay ahead. Whether it’s compliance, industry updates, or innovative solutions, Workiro's The Briefing ensures you're equipped with the knowledge you need to drive success.

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The BriefingBy Workiro