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Sage Intacct – The Platinum Salesforce Partner

Sage Intacct offers pre-built integration with Salesforce, a best-in-class CRM, giving you a seamless system where finance and sales are connected.

This alignment improves productivity, fuels growth, and accelerates revenue, whilst fuelling your finance team with more strategic power through instant-access, real-time financial reporting and deep industry role-based functionality that can be easily tailored.

This flexibility allows businesses like yours to scale up and adapt as they grow.

The Perfect Duo: Sage Intacct and Salesforce work hand in hand, giving you:

  • A complete view of each and every customer
  • Streamlined accounting workflows
  • A smarter quote-to-cash process
  • Better communication between your finance and sales teams
sage intacct & salesforce integration

More specifically...

…integrating Sage Intacct with Salesforce offers the following functionality:

  • Multi-dimensional reporting that connects in real-time to your Salesforce CRM
  • Automatic syncing of customers, including salesforce custom fields
  • Automatic creation of invoices or orders from your opportunity workflow
  • Ability to add a drop-down to your opportunities screens to push through the opp at a time that suits your team
  • Give your sales reps the ability to view aged debt reports and payment information directly from the Salesforce interface to speed up your quote-to-cash process

Interested? Download our FREE Sage Intacct & Salesforce Integration Datasheet to learn how you can:

Save time on every deal, shorten quote-to-cash cycles by 30 to 75%, and scale up to 400% without additional finance headcount!

Download Datasheet
system integration

Integrate with Salesforce at the click of a button!

Our CRM integration was prebuilt on the Salesforce platform, making it super easy to integrate Salesforce with Sage Intacct.

As well as saving you time, this also saves you money – there’s no need for expensive third-party integration, IT support, or custom consulting.

Just simply point, click, and connect!

Turn opportunities into orders with Salesforce integration

Help your sales team turn opportunities into orders with a single click and enable them to verify pricing in real-time – all from within your Salesforce CRM solution.

With Sage Intacct Collaborate and Salesforce Chatter, your sales reps and managers can communicate with finance to easily expedite approvals, discuss and resolve exceptions to order management processes, and clarify accounting policies.

Unify your departments, improve communication and watch your efficiency soar!

Datasheets

Time & Expense Management

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Fixed Assets

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Dynamic Allocations

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Project Management

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Salesforce Integration

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SaaS Digital Board Book

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Global Consolidation

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Dashboards & Reporting

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Contract & Subscription Billing

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Core Financials

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Revenue Management

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Ready to take a look at Sage Intacct?

Would you like to see a full demo of Sage Intacct? Click below, complete a call back form and we will get in touch to arrange your demo.

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