Skip to main content

Take your business to Infinity and Beyond with Sage Intacct and Salesforce

blog infinity beyond sage intacct salesforce header

5 Minute Read 

If you grew up in the 90s, you are likely to be incredibly familiar with Toy Story.

Like all Disney Pixar films, the Toy Story franchise is packed full of important lessons for children. It addresses empathy, kindness and vulnerability, teaches us the power of perseverance, and the value of friendship and teamwork.

The laid-back cowboy and the egotistical space ranger were the unlikeliest of friends but turned out to be an incredible duo.

While I’m sure you’re loving taking this trip down memory lane with me, I bet you’re wondering what Toy Story has got to do with Sage?

Well, not all Duos are as iconic as Woody and Buzz, but Acuity are experts in one that instils that same level of teamwork and collaboration and brings equally incredible results:

Sage Intacct & Salesforce.

In a business, it is difficult – if not impossible – to succeed without collaboration and teamwork between departments. Ambition can only get you so far… No one really wants to fall with style (sorry, Buzz).

Take your business to infinity and beyond with Sage Intacct and Salesforce, the Woody and Buzz of finance.


“Reach for the sky”… for improved efficiency

Take advantage of improved efficiency from the start with the one-click Salesforce – Sage Intacct integration process.

Save time and money, with no requirements for expensive third-party integration, IT support or custom consulting.

For many companies who don’t have the benefit of an intuitive solution like this, cohesion between Sales and Finance is achieved on a basic level.

It often means manual processes, a combination of multiple solutions and spreadsheets, and hours of time spent rekeying information to ensure records match up across the board.

The bi-directional syncing between Sage Intacct and Salesforce means your team can add data and information within Salesforce or Sage Intacct; it is then automatically synchronised – including custom Salesforce fields – allowing easy access for everyone.

The automated integration gives the people within your business the flexibility to work as needed and saves valuable time, allowing them to focus on what really matters and… reach for the sky.

“But I don’t wanna use my head!”

Sick of manually searching through correspondence, customer information, and data just to have to calculate the insights and figures you need?

You probably feel like Rex, but the finance duo is here to help!

Salespeople can continue working within Salesforce but get visibility of customer invoices and payments synchronised from Sage Intacct, allowing them to plan more targeted communications with clients leading up to contract renewals, for example.

Accounting can continue to work within Sage Intacct, driving processes off the contract synchronised from Salesforce.

With this added visibility, your team can access the data they need via dashboards and reports with as few clicks as possible, and no need for in-depth searches. Meanwhile, the auto-sync means information is always up to date, for more insightful reporting than ever before.

This doesn’t just benefit your sales and accounting teams; you also get full visibility of what’s happening across your business, allowing you to forecast, strategise and facilitate growth month after month.

Discover the integration with our exclusive webinar on Wednesday 23rd February 2022 at 10:30am.

Register to attend

“The important thing is that we stick together!”

Buzz was right on the money with this one.

For your business to thrive, your teams must be on the same page and working towards the same goals.

Collaboration is key for this to happen, and this is made easier with the Salesforce-Sage Intacct integration.

Accounts now have access Salesforce chatter from Intacct, allowing your core departments to collaborate efficiently, and cutting time-wasting searches for correspondence and documentation for a particular client.

With Salesforce Chatter, Sales and Accounting can discuss exceptions to processes, clarify policies and so much more without the need for multiple email chains.

Improve communication for greater efficiency and ensure your departments stick together!

“Friend or Foe?”

Trust is vital for a team to work well together, but when you are investing in software, it is vital that your team is able to trust in your chosen solution.

With Salesforce and Sage Intacct, you have just one subscription system of record, covering everything from quote to general ledger, reporting and forecasting.

With no room for error or duplicate information, Sales and Accounting can always agree on and trust the numbers.

What’s more, Sage Intacct has earned recognition as a leader in customer satisfaction for the sixth year in a row, ranking #1 in seven G2 Fall 2021 Grids or Categories.

Grow your business with confidence with the help of Salesforce and Sage Intacct – a true friend to Sales and Accounting.

Bring Sales & Finance Together

Learn more about the match made in heaven that is Salesforce and Sage Intacct with our white paper

Download FREE

You’ve got a friend in Acuity

Now that you read about some of the benefits of integration your Salesforce CRM with the best-in-class financial management system, Sage Intacct, your next question may be…

Who can help me with my integration?

Acuity Solutions’ growing team specialises in helping organisations overcome their accounting and business challenges through the recommendation and implementation of Sage software.

Acuity has been in business for more than 30 years, and our team are experts in what they do.

But why choose us?

  • Our strategic relationship with Sage
  • We are one of few UK partners with international capabilities (we have an office in South Africa, as well as London and South Wales)
  • We are the only UK partner to offer fixed price implementation as standard – no hidden costs
  • We offer unlimited training for new and existing users – FREE