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Seamless integration between critical business systems can be a game-changer. Sage Intacct, a leading cloud-based ERP solution, offers powerful integration capabilities with Salesforce, a renowned CRM platform. This integration brings customers a host of benefits, amplifying efficiency, accuracy, and collaboration for businesses. 

In this post we’re sharing 7 reasons our Sage Intacct customers love its integration with Salesforce:

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Unified data

1. A Unified Data Eco-System

The integration between Sage Intacct and Salesforce creates a unified data environment. It allows for seamless flow of information between the financial and customer management systems. Customer data, sales transactions, orders, and invoices can be synchronised in real-time. This means your sales team can have comprehensive financial insights right within Salesforce, empowering them to make informed decisions and provide enhanced customer experiences.

2. An Efficient Order-to-Cash Process

The integration optimises the order-to-cash process. When a sales order is created in Salesforce, it can automatically be transferred to Sage Intacct for further processing. This eliminates manual data entry, reduces errors, and accelerates the entire order fulfillment cycle. Consequently, the finance team can generate invoices promptly and accurately, leading to faster payments and improved cash flow.

3. A 360 Degree Customer View

By integrating Salesforce and Sage Intacct, businesses gain a 360-degree view of their customers. Sales and finance teams can access customer history, outstanding invoices, payment statuses, and more in a centralised location. This holistic view enables better customer engagement, streamlines collections, and enhances customer service by addressing queries and concerns promptly and accurately.

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4. Real-Time Financial Insights

Salesforce users can access real-time financial data from Sage Intacct without leaving the CRM platform. This accessibility to financial metrics, cash flow status, and budget comparisons provides sales teams with the insights needed to negotiate better deals and align sales strategies with the company’s financial objectives. Informed decision-making becomes a reality, fostering a culture of data-driven actions.

5. Enhanced Productivity

The integration minimises redundant tasks and manual data transfers. This leads to improved productivity across teams. The finance team can focus on strategic financial planning and analysis, as opposed to spending hours on data entry. Similarly, the sales team can dedicate more time to engaging customers and closing deals, driving revenue growth for the organisation.

salesforce and sage intacct integration

6. A Seamless Lead-to-Cash Process

The synergy between Salesforce and Sage Intacct enhances the lead-to-cash process. When a lead matures into a deal in Salesforce, the data can be smoothly passed to Sage Intacct for accurate invoicing and revenue recognition. This eliminates potential revenue leakage and ensures a smooth transition from lead generation to revenue realisation.

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7. Scalability and Growth

As businesses grow, their data complexity increases. The integration allows for scalability, seamlessly accommodating growing data volumes and complex business processes. This scalability ensures that as your business expands, your systems can evolve to support the increased load and demands without compromising efficiency.

Acuity Solutions, Sage Intacct

Why Choose Acuity Solutions?

As a leading Sage partner for over 25 years, we have both the experience and ability to support our customers in overcoming their financial management challenges.

We offer:

  • Fixed Price Implementations on All Projects
  • Direct Debit Payment Options
  • Expert Support, Free Resources and Training to help you get the most out of Sage Intacct

Get in touch to see how we can help your business here.

Want to see the partnership in action?

Arrange a Demo with one of our Sage Intacct experts.

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