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When you integrate Sage Intacct with Salesforce, you give your team benefits that include:

  • Easy integration process
  • Better business insights
  • Better collaboration
  • Streamlined workflows

Let’s explore each of them in detail below.

Easy Integration Process

Integrating Sage Intacct with Salesforce is incredibly easy because the Intacct integration is already built into the Salesforce platform.

When you’re ready to integrate the two programs, all you have to do is point, click, and connect.


Gain Remarkable Insights

Often, sales and finance teams work with two disparate CRM and financial systems.

But once you’ve integrated Salesforce and Sage Intacct, you and your team will have business visibility like never before.

For example, Finance would be able to see the entire quote to cash process. This helps them to understand each customer and the impact each can have on the business.

Being able to see pipeline activity also allows Finance to be better prepared for providing credit approvals.

And speaking of credit approvals, Sales will be able to see where their customers are in the credit-approval process without having to constantly bother Finance for status updates.

They’ll also have the ability to verify pricing in real-time, all without having to leave their CRM.


Better Collaboration and Communication

Imagine no longer having to rely on phone calls or wait for emails to get work done. The integration of  Sage Intacct and Salesforce allows for a better way to communicate.

Using Sage Intacct Collaborate, Sales can “talk” with Finance using Salesforce Chatter (which is embedded in Intacct).

For example, Sales could communicate with Finance to quickly expedite approvals and resolve exceptions. The communication tools make for fast decision-making and problem resolution, which in turn, can boost productivity across the organization.


Streamlined Workflows

One click. That’s all it takes to do certain tasks when Sage Intacct and Salesforce are integrated.

For example, one click is all it takes to create a task or project in Sage Intacct from a Salesforce opportunity. Also, one click is all it takes to convert a quote in Salesforce into an order in Sage Intacct.

Then, when a sale is made, revenue is automatically recorded, and orders are automatically turned into invoices. An additional benefit: errors are significantly reduced because there’s no re-keying of information for each step. It’s an entirely automated order-to-cash process.

Do any of these benefits peak your interest? If you are thinking about integrating your Salesforce environment with Sage Intacct, but have some questions or concerns, we’re here to help.

We’ve helped clients with plenty of integrations, so contact us today.