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5 Steps to a Smarter Business with Salesforce & Sage Intacct

smarter business with salesforce integration

5 Minute Read

 

It happens gradually and subtly…

You start by creating a spreadsheet to help you manage your revenue recognition. Next, you’re re-keying quotes and contracts. Before you know it, consolidations are taking longer and longer, receivables reports are being submitted later and later.

Over months and years, your finance processes and operations slowly accumulate a range of ad-hoc processes, single-purpose spreadsheets, and special database printouts to keep sales and finance moving forward. But as your business grows, that burden becomes untenable, and you’re trapped in a world of cobbled-together complexity.

smarter business with sage intacct

Imagine a world where sales and finance are on the same page, managed with one solution, and your business can grow without restrictions.

Imagine a world with fully automated, paper-free quote-to-cash processes, where your business’ sales team just sells.

Imagine a world with accurate project management and harmonious inter-department communication.

Imagine a world with a single data store shared by all departments.

Imagine a world where all that is possible – and more!

Well, actually… With Salesforce and Sage Intacct, it is!

Think of these 5 benefits as a step-by-step system for creating a smarter business, and even a more profitable business.

Discover how these 5 steps can revolutionise your business below.

Fully automated, paper-free quote-to-cash process

Those complex processes you’ve put in place over the years are now acting as barriers to your business’ true success.

In order to grow and succeed, you must dismantle these barriers.

Once you have done that, you can reap the benefits of a business with a fully automated, paper-free quote-to-cash process.

Sage Intacct and Salesforce integrate in a deep, highly configurable manner so your team can convert Salesforce quotes into Sage Intacct orders with a single click, or automatically trigger invoicing and revenue recognition.

Sage Intacct and Salesforce create a smarter process that eliminates the silos, barriers, delays and errors, and matches the way your organisation does business.

 

Let your sales team just sell

There’s more to sales-finance alignment than basic quote-to-cash tasks.

In a growing number of companies, revenue recognition is becoming an increasingly important challenge to overcome – especially with new ASC 606/IFRS 15 mandates.

As accounting rules shift, you need to properly recognise revenue at the right time and match it to the right expenses.

Or maybe not…

The Sage Intacct-Salesforce integration can do that for you.

Your sales team simply needs to enter an open and close date for an opportunity, and your software will do the rest, allowing your sales team to focus on their jobs.

 

Deliver accurate project management

With Sage Intacct Project Accounting, keep projects on track and clients happy.

Create and track customer projects from the Salesforce account screen and see individual project details.

Establish the proper workflows for entering time and expenses, and then allow your team members to enter actuals with online access so you can keep track of actuals against estimates.

Sage Intacct Project Accounting saves you time, so you can always focus on your clients and answer questions about things like resources and invoices without delays.

Learn more about how Sage Intacct and Salesforce can help you align your sales and finance processes…

Download our whitepaper

Harmonious inter-department communication

With automatic bi-directional syncing, the Sage Intacct-Salesforce integration accelerates and streamlines collaboration and activities between sales and finance.

It ties together the front and back office to actual underlying records including sales orders and opportunities, providing all communication with context.

For example, if a non-standard credit request or discount arises, the finance team can use Salesforce Chatter from within Sage Intacct to discuss and resolve the issue with the relevant sales representative.

 

A single data store share by all departments

In many companies, sales and finance end up creating and maintaining separate stores of data on customers, inventory, orders, credit, and more.

As a result, there is greater risk of error and miscommunication, and countless hours are wasted in re-keying data – time that could be better utilised elsewhere.

The Sage Intacct-Salesforce integration allows items to be created within one system and synced to the other for access across the business – no conflicts, no errors, no wasted time.

 

Build a smarter business

You really can have it all!

Implementing and integrating Salesforce and Sage Intacct within your business can provide you with a more intelligent business and guarantee you greater productivity and increased revenue.

Get started with our exclusive webinar!

Learn more about Salesforce-Sage Intacct integration and how it can benefit your business with our exclusive, free webinar.

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