Customer Relationship Management for Sage Intacct

Customer Relationship Management w/Salesforce

Salesforce, the most popular cloud-based CRM system, integrates seamlessly with Sage Intacct software, the most popular financial application on the Salesforce AppExchange.

Together, Salesforce and Sage Intacct will streamline the way sales and finance teams communicate, help them work more efficiently, and give finance organizations the same cloud computing experience that sales teams get with Salesforce.

Give salespeople the ability to create sales quotes, convert existing quotes to orders with a single click, verify pricing and inventory, and track order status in real-time, all from within their familiar Salesforce CRM system. And free finance departments from painful sales order management and financial reconciliation — saving valuable time and significantly reducing costs.

Combining Salesforce and Sage Intacct gives sales team members instant access to critical financial information, while finance team members gain superior insight and control with award-winning financial software featuring robust multi-dimensional, multi-company, and multi-currency capabilities.

Join the thousands of companies that have improved their business by integrating Salesforce CRM with Sage Intacct and:

• Eliminate the need for dedicated order entry staff. Streamline the entire quote-to-cash process, and create booked orders in Sage Intacct directly from sales opportunities in Salesforce CRM with a single click — eliminating manual data re-entry.
• Provide back office details right from within Salesforce CRM. Give salespeople instant access to critical financial information — including shipping, billing, and collections data from within Salesforce —without having to ask finance.
• Boost compliance with accounting standards. Take advantage of comprehensive GAAP and IFRS accounting seamlessly integrated with Salesforce.
• Proactively manage renewals. Automatically generate renewal sales opportunities in Salesforce CRM before existing sales contracts expire to manage and forecast renewals and extensions effectively.
• Gain infinite business visibility. Provide executives with deep, real-time insight into the entire sales pipeline, inventory, and collection status by combining financial and sales data into real-time Sage Intacct dashboards and reports.

Sage Intacct is the clear choice for financial management and accounting. Check out the reviews on the Salesforce AppExchange, and see why we’re the most popular cloud-based financial application for companies using Salesforce.