Sage Intacct and Salesforce integration - X3 Consulting

SALESFORCE INTEGRATION

The power couple—finance and sales connected

Save time and reduce errors

Sage Intacct SOFTWARE Services

THE BEST-IN-CLASS CLOUD SOLUTION FOR CONNECTING FINANCE AND SALES

Sage Intacct and Salesforce integration gives you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers a seamless integration and alliance to increase productivity, fuel growth, and accelerate revenue.

Combined, Sage Intacct and Salesforce give you a complete view of all your customers, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful amalgamation of Sage Intacct and Salesforce also creates productive communication between departments.

find out how you can access the software you need for tomorrow, today!

Valuable insight, empowered business users, faster more accurate decision making all adds up to a stronger business to face the future.

POINT-AND-CLICK INTEGRATION

Comprehensive inventory reporting from Sage Intacct provides a full picture across locations, products and inventory status. No guesswork, no estimates.

Throughout the inventory journey the system maintains an accurate picture of stock status.

Make smarter decision and maximise your inventory levels by setting efficient reorder levels and quantities.

NO MORE BLIND SPOTS WITH SALESFORCE INTEGRATION

Support your sales teams converting opportunities into orders with a single click or verify pricing in real-time – all from within your Salesforce CRM solution.

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

AUTOMATION & PRODUCTIVITY

Save time

Save time and reduce errors by eliminating duplicate data entry between finance and sales

Greater Visibility

Increase sales effectiveness by providing greater visibility into the impact of their activities

Increase productivity

Increase accounting and finance productivity with automated workflows

LARRY CHANK

CFO, HOPI TRIBE ECONOMIC DEVELOPMENT CORP

“With Sage Intacct, our general managers and department heads hold greater accountability, because management can quickly pinpoint areas of financial concern and have accurate information with which to make better business decisions. As a result, three of our struggling entities moved into the black, our overall gross margins improved by 20%, cash flow increased by nearly a half a million dollars, and our real estate asset values grew by over $5 million.”

Resources

Read, watch, and share best practices.

CASE STUDY

Read the case study from Anchor Loans and find out why they made the move

WHITE PAPER

Read the top reasons to migrate from Sage 50

OUR CAPABILITIES

Advanced Salesforce Integration for Your Software Business

CFO 3.0

Digital Mandate for 2022: don’t get left behind