Nonprofit Salesforce Integration

Best-in-Class Accounting Software + Best-in-Class CRM Software

A Powerful Pair

Sage Intacct has a built-in integration to Salesforce, giving you the best-in-class cloud accounting software with best-in-class cloud CRM system, which in turn gives you a full view of every grantor, donator and customer. You see data related to donors, giving, fundraising cost, F/R Efficiency ratio, grant revenue, and campaign/event data. You can track trends, performance, outcomes, as well as view financial calculations from both donor and financial data.

Don't wait for weeks to know where you are and where you need to go. It's all instant, real time, and at your fingertips.

Point & Click Integration

Setup an integration to Salesforce with ease. The Intacct CRM Integration was pre-built on the Salesforce1 platform. There's no need for expensive third-party integrations, IT support, or custom consulting. With the integration, you just point, click, and connect your business applications.

With a fully integrated system you will achieve greater accuracy and save time by eliminating the need for finance to re-enter information.

The integration allows you to create grants, programs and projects from a Salesforce opportunity.

 

Contact us to learn more about Intacct cloud accounting software and SalesForce CRM integration for nonprofits

4 Reason Intacct is Built for Nonprofit Organizations

View this flyer to learn more.

Intacct NFP Flyer

Features of Sage Intacct for Nonprofits

  • Integration with purchasing activities
  • Duration control for certain transactions
  • Dimensional validation (like location or department) that categorizes budget limits by dimension
  • Configuration by purchasing transaction types
  • Customizable reporting for use by grantors, committees and boards

For More Information

Call The Resource Group

Toll Free: 844.287.4760
For Support: 425.277.3772



For Dynamics GP support:
support@resgroup.com

For Sage Intacct support:
intacctsupport@resgroup.com

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