Quote to Cash Entity Relationship Diagrams
Entity Relationship Diagrams for Quote to Cash Systems
Quote to Cash Documentation
Enterprise Applications Quote to Cash Documentation
Lead to Cash Flow
Business Process
Supporting System
Supporting Team
Market
Demand Gen Effort (Marketo)
Marketing Ops
Trial (Home Grown Application - Ruby on Rails)
Fulfillment Engineers
Sell
Digital Purchase Path
Order Form Purchase Path
Sales Ops/ Deal Desk
CustomerDot
Sales Cycle (SFDC)
Sales Systems
Contract (Salesforce, Zuora CPQ, DocuSign)
Fulfillment Engineers
Bill
Zuora Subscription Lifecycle Management
Billing
Zuora Billing
Finance
Rev Rec (Netsuite)
Enterprise Apps
Fulfill
License (Home Grown Application - Ruby on Rails)
Fulfillment Engineers
Maintain
Support (Zendesk)
Support Team
Monitor (Home Grown Application "Version & SeatLink" - Ruby On Rails)
Fulfillment Engineers
Digital Renewal
Order Form Renewal (SFDC, Z-CPQ, DocuSign)
See Sell
Process Flow Diagrams
Sales-Assisted: New Subscription
Sales-Assisted: Renewal
Zero Touch: New Subscription
Entity Relationship Diagrams
Quote to Cash Systems Field Mapping
This spreadsheet provides a mapping of fields from the data models of Zuora Billing, CustomersDot and GitLab. This document highlights some of the overlap and dependencies between the systems currently.
Contact Us
Slack Channels
#enterprise-apps#business-technology#bt-finance-operations#financesystems_help#bt-integrations
GitLab Issues
Business Systems Analysts
Integrations Engineering
Finance Systems
Troubleshooting: True Ups, Licenses + EULAs
Important Links Internal L&R Notice Board Need Access to CustomersDot? to get a login to the CustomersDot, by opening an access request; remove all systems in the list except for the CustomersDot row. Make sure to save these credentials as distinct from your regular GitLab credentials. Need Access to the Version Application? to get a login to the version application, open an access request and remove all systems in the list except for the row for GitLab DEV which you will use to OAuth into the application.
Last modified February 13, 2024: Move Enterprise System Architecture diagram (
7dcbc4ef)
