Neocol Launches NeoFYI – The Salesforce CPQ & Billing to ERP Connector

At Neocol, we help subscription businesses scale and grow. But, bringing “Quote-to-Cash” from theory to practice can be a difficult transition for a lot of companies to make. Yet, the argument to create this change is compelling:


  1. Unifying the front and back office can create a more holistic view of the customer, increase transparency across the organization, and even unlock future revenue potential
  2. Access to critical information yielding massive productivity gains. Constructed the right way, information can be shared across the business that allows the right employees access to the right information to do their jobs without having to jump through hoops, “swivel seat”, send emails, and schedule redundant meetings.
  3. Streamlining your most critical business process removes the time consumed and the errors created via manual work. In a world that is increasingly more compliant, executive management teams must be certain that their systems are accurate.


While the benefits are obvious, making the transformation can feel daunting to many organizations as they ask themselves questions like:


  • How will the integration work?
  • What if the integration fails?
  • How do we make sure that only sales & finance see what they absolutely need to see and nothing more?
  • How do we actually get the information flowing properly into Salesforce so that we can visualize invoicing, payment, and revenue related data?
  • How do we decide what the ERP should do vs. what Salesforce Billing should do?


We created NeoFyi to help our customers answer these questions with confidence and drive the type of change in their business that enables them to innovate the way they sell, serve, and collect.




NeoFyi is a tool that connects Salesforce CPQ & Billing to NetSuite, SAP, Workday, QuickBooks, Sage Intacct, and Xero. It also comes as a managed service so that each of our clients know that their most critical integrations and business processes are in the right hands.



To get in touch and hear more about our success stories, get in touch!

Proactively Prevent Churn

Prevent customers from canceling or decreasing their subscriptions and related services.

Fuel Product-Led Growth

Position products as the main drivers of customer acquisition, activation, satisfaction, retention, and scalable expansion.

Quote w/ Speed, Accuracy,
& Control

Scale your business with essential controls, accuracy, and flexibility that drive top-line revenue.

Ignite Partner Relationship

Unleash your partner network to
enable growth and provide world-
class service to your customers.

Best-In-Class CX Customer

Deliver personalized experiences to customers through innovative marketing, sales, service, and engagement strategies.

Unlock Efficient Self-Service 

Drive efficiency, reduce costs, and make it easier for your customers to do business with you at any point of their journey.

Automate Revenue

Eliminate manual worksheet-driven processes by creating a fully automated, common source of truth.

Harvest Game-Changing
Intelligence & Data

Leverage data and AI across your business to optimize your operating model, supercharge performance, and make informed decisions.

Streamline Billing
& Collections

Automate invoice generation and contract updates to drive efficiencies.

Delight customers and ignite your partner network with multi-cloud solutions for subscription businesses
Improve the subscription customer experience, speed up sales cycles, and automate billing and revenue recognition

Drive profitable top-line growth selling through your partners

Unleash seamless integration and unparalleled efficiency, revolutionizing your business connectivity and accelerating growth
Simplify revenue recognition and compliance on the Salesforce platform

Meet your customers where they want to be met

Simplify the complexity and strain around evolving revenue recognition mandates

Delight your customers by enabling a simple, easy-to-use payments page


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