Salesforce Integration

Sage Intacct and Salesforce

Bring together the best-in-class cloud financial management solution with the industry-leading cloud CRM solution by seamlessly integrating Sage Intacct with Salesforce. Unlock efficient collaboration between sales and accounting teams, a fast and streamlined quote-to-cash process and a full view of every customer. Everything is built and fully supported by Sage Intacct, so you can reduce errors and speed up cash flow without having to worry about integration.

Synchronisation between your financials and Salesforce is bi-directional, meaning you can manage revenue recognition, billing and receivables through Sage Intacct while maintaining contracts, orders, projects, renewals and changes through Salesforce. Salespeople have easy access to pricing, payments and billing and all staff can stay up to date without having to rekey information or switch between cumbersome systems.

Sales and finance can communicate effortlessly through Salesforce Chatter in Sage Intacct to expedite approvals, resolve exceptions, clarify policies and more.. Communication history is stored in your financial solution so there's no searching through emails to find important information.

By automating your quote-to-cash process you could shorten your cycle by 30 to 75%. With just one click you can convert Salesforce quotes into Sage Intacct orders, and processes like triggering invoices, expense amortisation and ASC 606 revenue recognition can be easily automated. Errors are reduced with automatic billing and invoices can be rapidly generated. With accurate and timely billing, cash can be brought into the business sooner, reducing the amount of days of sales outstanding so your business can grow.

Quickly and easily integrate Sage Intacct with Salesforce. It's as simple as point, click, connect. Advanced CRM integration is pre-built into the Salesforce platform, completely removing the need for IT support, expensive third-part integration or complicated custom consulting. Plus, you get a "buy with confidence" guarantee from Sage Intacct.

Full quote-to-cash automation

• Use Salesforce to create and edit orders, contracts and projects.
• Get one-click quote conversion and simple email templates for renewals.
• Renewal sales opportunities can be automatically generated.
• Easily view up-to-date orders and contracts with full inventory status, history, fulfilment and more.
• Support reseller workflows.
• Order, projects and contracts are automatically synchronised .
• Automated initiation of billing, expense amortisation and ASC 606 revenue recognition.
• Updates on orders, contracts, payments and billing are automatically sent to Salesforce.
• Accounts and contacts are synchronised and account merge is supported.
• Share one common view of contacts, accounts, products and more.
• Chatter integration.
• Synchronisation is bi-directional and real-time.
• Use smart sync to synchronise contacts and accounts when needed.
• Synchronise dimensions and managed lists.
• Bulk operations.
• Lightning certified.
• Seamlessly enhance and upgrade.
• Gain secure, OAuth certicate based authentication

Contact Accord Consulting for more information on integrating Sage Intacct with Salesforce.