Challenge 1: Fragmented quote-to-cash processes across systems
Challenge 2: Manual handoffs between Sales and Finance
Challenge 3: Limited visibility, monitoring, and scalability

Lansweeper’s quote-to-cash process relied on a complex web of point-to-point integrations connecting Salesforce CPQ, NetSuite, Cleverbridge, and reporting systems. Sales teams focused on closing deals, while finance teams manually validated data, created invoices, and resolved errors.

Without a centralized orchestration layer, troubleshooting failures was time-consuming, reporting was inconsistent, and small issues could delay deals or impact financial accuracy.

Solution 1: Centralized enterprise orchestration for quote-to-cash
Solution 2: Proactive monitoring and error handling
Solution 3: Scalable, cloud-native foundation for future AI adoption

Lansweeper standardized on Workato One as its enterprise orchestration platform, using Workato to automate and govern the entire quote-to-cash lifecycle. Workato acts as the single orchestration layer between Salesforce, NetSuite, Cleverbridge, subscription management, invoicing, and downstream reporting.

With support from Workato partner Intudata, Lansweeper established a strong orchestration baseline, replacing legacy point-to-point integrations and implementing monitoring to proactively detect and resolve issues.

With Workato in place, Lansweeper transformed quote-to-cash into a resilient, automated system of work. Processes that once required manual coordination now execute in seconds, allowing Sales to focus on closing deals and Finance to trust the accuracy of downstream data.

Workato’s monitoring and orchestration capabilities significantly reduced integration incidents and improved data accuracy, helping Lansweeper achieve close to 99% synchronization accuracy across systems. The platform also provides a future-ready foundation as Lansweeper begins piloting AI agents for IT onboarding and internal operations.