Resources
Learn how our Salesforce experts and customers drive growth and success.
What We’re Thinking About These Days
Tune into Neocol’s featured resources to keep up with what is happening at Neocol, updates in the subscription economy, and more
Scale to IPO: Uniting Sales, Finance, & Customer Experience
Success Stories
Real-world examples of how our Salesforce experts drive growth and success for subscription companies.
What Our Customers Are Saying
Chiro Chatterjee
"Neocol is a nimble, flexible org, always ready to partner with the us. Their knowledge of Salesforce is exemplary and helped guide us on things small and big outside the scope of their project."
Theresa Zajicek
“I enjoyed working with the Neocol group. They were fun and energetic, and were always able to come up with several different options and ideas to help us accomplish our project goals. They had team members with various skills in different areas to help us with both Salesforce architecture & process and navigating ways to ensure compliance with accounting principles.”
Doug Anderson
“Neocol is a very hands-on partner and is willing to do whatever is needed to get the job done. When presented with an issue, Neocol was prompt at resolving the problem and explaining what broke down and exactly what the fix was -- this was very beneficial for future issues that may arise.”
Blog
Resources and News
Integrating Salesforce CPQ Starts with Your Business Processes
If you’re considering implementing a new CPQ tool at your organization, the first step may be to reevaluate your business processes. Afterall, CPQs are the automation of several different business processes, so starting a square one can pay off in the long run....
Salesforce Launches Revenue Cloud with Neocol Offering
Salesforce launches Revenue Cloud, an offering that will help organizations take control of revenue growth across every channel. Formerly known as Salesforce CPQ & Billing, Salesforce has re-packaged this former offering complete with new features, functionality,...
Meet the Team – Our CPQ Experts That Make Your Lives Easier
Here at Neocol, we pride ourselves on understanding our clients CPQ wants and needs and finding a way to implement the best tools seamlessly. Meet our team that helps make this possible! Meet The Team Robert O’Donnell Robert is an experienced Solutions Architect with...
3 Reasons Why Salesforce CPQ Makes Your Sales Process Easier
Whether your organization currently utilizes a CPQ, is thinking about implementing a CPQ or doesn’t exactly know what a CPQ is, those that do use CPQ are experiencing positive changes that simply make certain tasks easier. The benefits of CPQ are endless and while...
The Most Common Misconception About Why Salesforce CPQ Won’t Work for Your Business
If you’ve read our most recent blog post, you know what a CPQ is and the advantages Salesforce CPQ in particular offers to your organization. While implementing CPQ software is a big undertaking, some businesses don’t believe that CPQs provide any benefits to them and...
What is CPQ Software and Why is it Important?
Before we begin a new series of blog posts about Salesforce CPQ, we first need to answer the question: what is CPQ? CPQ stands for configure, price and quote, and CPQ is a B2B software tool used by the sales teams to put together pricing quotes for customers. CPQ...
How You Can Request a Zuora to Salesforce CPQ & Billing Analysis
If you’ve tuned in to our recent blog posts about migrating from Zuora to Salesforce CPQ & Billing, you’re aware of the reasons organizations are shifting from Zuora to Salesforce, the steps in the migration process, and why it’s important to be detail oriented in...
The Potential Harm That Could Be Caused if your Zuora Migration Is Done Incorrectly
You’ve been a Zuora customer for a long time, but you’re ready for a new subscription management tool that doesn’t require so much manual work. If you already have an investment in Salesforce software for your CRM, switching from Zuora to Salesforce CPQ & Billing...
4 Steps to Convert from Zuora to Salesforce CPQ & Billing
As you’ve read in our recent blog posts, there are many advantages of converting from Zuora to Salesforce CPQ & Billing. Now that you may be considering making the switch, you’re probably wondering what this course of action entails. While converting from Zuora to...
Zuora Challenges and How to Solve Them with Salesforce CPQ & Billing
Years ago, businesses expressed a need for a tool that helped them manage customer subscription billing. Since it was founded in 2007 to solve this problem for organizations worldwide, Zuora has stood out as a leader in the subscription-based software industry. There...
3 Reasons Why Businesses Are Shifting from Zuora to Salesforce CPQ & Billing
If you have used Zuora before, you know it as the company that builds and provides software for subscription-based service businesses. The purpose of Zuora is to help businesses automate their billing processes and subscription processes, and Zuora was once the...
SNYK Scales with Guidance from Neocol alongside Salesforce CPQ & Billing + Workato
Neocol, Salesforce CPQ & Billing, and Workato team up to help SNYK scale and grow. The Quote-to-Cash process is complex. Layered with disjointed systems resulting in inefficiencies between Finance and Sales, It’s no wonder we are seeing delays in...
NeoCollect – Payment Reconciliation in Salesforce CPQ & Billing
Streamline Payment & Invoice Reconciliation in Salesforce CPQ & Billing with NeoCollect Weeks ago, we shared the importance of payment and invoice reconciliation for the AP / AR manager as well as the CFO. Historically, the accounts...
Fireside Chat – Your Quote to Cash Process is Broken
For many companies, their quote to cash technology stack is disjointed. This leaves room for error, risk, and inefficiencies across their most critical business process: How they sell and collect. Compounding this technology problem is the fact that this...
Subscription-Based Business Surges Amidst Economic Downturn
The transition to a subscription-based business model has been desirable well before coronavirus and the economic downturn. Consumers, whether under shelter-in-place orders or not, have significantly ramped up their subscription spend. The primary draw...
Accounts Receivable Reconciliation in Salesforce Billing
Accounts receivable reconciliation is the procedure of tracking issued invoices and matching them with incoming payments. This process is a critical part of cashflow management - which has never been more imperative. Historically, the accounts receivable...
How to Plan for a Successful Zuora Migration
The world's most innovative subscription companies turn to Neocol for expert advice on their Zuora migration. Achieving zero-touch subscription management is a battle that is waged across Sales, Finance, and Operations functions. As the subscription economy...
Top Billing Reports That Drive Subscription Businesses
Improve decision making, data accuracy, and business efficiency of your subscription company with Salesforce CPQ & Billing reports. As subscription companies look to capture aggressive growth, efficient systems and reporting will be key in scalability. In...
NEOCOL ADDS ADVISORY BOARD MEMBER SHANE ANASTASI
Neocol, expert in advising the world’s most innovative B2B organizations on how to optimize their subscription management and billing processes, has added quote-to-cash industry veteran Shane Anastasi to provide thought leadership, experience, and guidance necessary...
Top 4 Questions to Ask Before Migrating from Recurly to Salesforce CPQ & Billing
Migrating from Recurly to Salesforce CPQ & Billing is becoming increasingly more common as subscription economy scales. Gartner predicts that approximately 80% of software as a service (SaaS) businesses will transform their business model from traditional...
CPQ Managed Services – Reduce Operating Cost & Increase Efficiency
Neocol's Salesforce CPQ Managed Services significantly reduce operating cost, increase efficiency, and protect your innovation in the midst of economic downturn. For years, there have been studies across thousands of executives wondering what they would do to...
SBS – From Perpetual to Subscription with Salesforce CPQ
Leveraging Salesforce CPQ to move from a perpetual to a subscription based business model yields scalability gains for growing organizations. Spatial Business Systems "SBS" offers world-class solutions to improve spatial and design data utilization. Located in...
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: Unifying the front and back...
Sprout Social – Unifying the Sales, IT, and Finance Functions
Sprout Social (NASDAQ : SPT) is a social media software company headquartered in Chicago, Illinois, USA. Just before the Sprout Social team got to ring the opening bell on the American Stock Exchange, the rising technology company partnered with Neocol and Salesforce...
NEOCOL – THE VALUE OF BEING SALESFORCE BILLING CERTIFIED
Salesforce's Billing product helps organizations create and automate invoices, payments, and revenue to truly unite the Sales and Finance functions. However, anytime financial information is flowing back and forth from the CRM and ERP, organizations...
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
Management
Unleash your partner network to
enable growth and provide world-
class service to your customers.
Best-In-Class CX Customer
Experience
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
Recognition
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.
Drive profitable top-line growth selling through your partners
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
