Salesforce Integration

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

Sage Intacct & Salesforce: The Power Couple

The Sage Intacct CRM Integration links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. What do you get when you bring these two powerful solutions together? A full view of every customer. A streamlined quote-to-cash process. And more productive communication between the department that makes the numbers and the department that manages them.

Point & Click CRM Integration

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

No More Blind Spots

Enable your sales teams to turn opportunities into orders with a single click, verify pricing in real time, and more—all without leaving your CRM solution. And with Sage Intacct Collaborate, sales can communicate with finance using Salesforce Chatter, now embedded right inside Sage Intacct—making it easy to expedite approvals, discuss and resolve exceptions, and clarify policies.

Convert Quotes into Orders with a Single Click

Automatically trigger invoicing, subscription billing, and revenue recognition when a sale is completed in Salesforce, for a fully automated order-to-cash process. Using Intacct project accounting, create and track customer projects from the Salesforce CRM account screen, then drill down to see individual project details.

Key Benefits

  • Save time and reduce errors by eliminating duplicate data entry between finance and sales
  • Increase sales team effectiveness with greater visibility into the financial impact of their activities
  • Increase finance team productivity with automation of workflows, including order-to-cash

Contact us to learn more about Sage Intacct cloud accounting software and Salesforce CRM integration for professional services

Download the eBook:
Best Practices for Selecting Accounting Software for a Professional Services Firm

Project Accounting Best Practices eBook for Professional Services

For More Information

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