Customer Story
How a PE Firm Used Tech Diligence to De-Risk a Strategic Acquisition
Financial Services 
Data & Business Intelligence
A European healthcare services company needed to support a growing customer base with complex consumption-based billing — but their CRM, ERP, and billing systems weren’t integrated. Beacon deployed a scalable architecture across Salesforce, NetSuite, and Zone&Co to automate billing, improve data accuracy, and support 3x growth without increasing operational overhead.
Challenge
Manual processes made consumption-based billing time-consuming and error-prone:
- Disconnected CRM, ERP, and billing tools caused reporting delays and data inconsistencies
- Revenue allocation lacked visibility, accuracy, and scalability
- The billing team struggled to keep up as customer volume grew
Solution
Beacon implemented an integrated, automation-ready billing stack:
- Salesforce CRM: Centralized customer data and tracked usage directly from sales interactions
- NetSuite ERP: Handled financial operations and advanced revenue recognition
- Zone&Co Billing: Enabled usage-based billing logic, automation, and scalability
- Workflow Design: Streamlined quote-to-cash with integrated logic and approval flows
- Real-Time Sync: Used Celigo for automated data flow between Salesforce, NetSuite, and Zone&Co
Results
Measurable improvements across billing speed, data accuracy, and operational scalability:
- 50% faster invoice preparation through workflow automation
- 25% improvement in revenue accuracy with clearer usage tracking
- 3x customer base scalability — no new headcount required
Conclusion
Modernizing billing for growth 
By replacing brittle workflows with pre-integrated tools and reusable frameworks, the healthcare company transitioned from reactive billing to scalable infrastructure. With Beacon, they moved from spreadsheet chaos to automated insight — unlocking faster cycles, cleaner data, and operational breathing room.
