About

MavenLink provides team’s expenses and invoices to the tasks they impact in real-time. The accounting feature provides timesheets and expense reports.

Business Case

Mavenlink was using NetSuite as a robust GL system. They had revenue recognition & billing in Zuora, project management in Mavenlink, and sales contracts in Salesforce with zero ability to connect the 4 systems. Their Largest issue was tracking revenue in compliance with ASC606 standards and tracking their deferred project revenue.

Solution

Plative removed Zoura & Implemented NetSuite’s Advanced Revenue Management module. Customized specific billing reports were also built into their systems. Plative also assisted by adding Salesforce CPQ & Salesforce CPQ billing solution in order to bill customers from Salesforce. A configuration with a point to point integration between Mavenlink, NetSuite & Salesforce CPQ was also created.

Outcomes

Plative’s project team is providing Mavenlink with leading practices for NetSuite’s ARM & Salesforce CPQ/billing. The ultimate result is a single integrated source of truth between NetSuite, Salesforce & Mavenlink.

Technologies

  • Netsuite Advanced Revenue management module
  • Salesforce CPQ & CPQ billing solution

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