Salesforce and Sage Intacct are staples within many successful businesses. Intacct is one of the fastest growing cloud financial software systems available and Salesforce is the most widely used cloud CRM with more than 150,000 customers and over 1 million users.  Each application in and of itself contains best in class functionality, but when seamlessly integrated, the possibilities are endless!  Integrating Sage Intacct with Salesforce will increase visibility between sales and operations while maintaining separation of duties, improve reporting capabilities and enhance productivity throughout your organization.

The cornerstone of Sage Intacct cloud financial software is the native multi-dimensional architecture that delivers slice-and-dice reporting unparalleled in its mid-market class. According to the International Data Corporation’s (IDC) latest Worldwide Semiannual Software Tracker, Salesforce has been named the number one CRM provider for eight consecutive years ( Individually, these applications increase visibility into their respective functions. However, combined, Intacct and Salesforce allow for seamless, configurable data flow and information exchange between finance and sales.  The native, bi-directional integration between Intacct and Salesforce eliminates duplicate data entry, provides real time updates on customer accounts, payment history, invoicing thus enhancing operational efficiency.  Salesforce chatter is available in Intacct, which increases visibility and reduces the need for email inquiries between sales and finance.  A company needs to operate like a well-oiled machine with all departments functioning at peak efficiency.  By integrating Sage Intacct with Salesforce, your company’s machine will be humming right along!

With the seamless integration of these two powerful platforms, everyone within the organization benefits. Salespeople now have visibility into their customers’ aging and account records allowing them a better understanding of their needs. The accounting department has immediate visibility to new customer orders and convert them to invoices, without having to rekey the data.

Integrating Sage Intacct with Salesforce seamlessly integrates the only cloud financial software preferred by the AICPA and the premier cloud CRM. This perfect union will increase visibility between departments and eliminate headaches caused by inaccurate data exchange and time-consuming inquiries. The Sage Intacct/Salesforce integration enables company employees to work smarter and not harder, any time and anywhere, creating a 360-degree view of the customer to boost sales and enhance customer service – paramount to a successful business.

If you are interested in learning how integrating Sage Intacct with Salesforce can benefit your organization, please email us.

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Author: Madison Liloia

Madison is a marketing professional who recently graduated from the Fox School of Business at Temple University. She joined Compudata in 2020 as the Marketing Coordinator, working directly with all departments of the company. She considers herself a lifelong learner and is passionate about helping others. Her background includes experience in technology and software solutions, mainly in the product marketing and communications field. She is a South Jersey native but now lives in Philadelphia and enjoys exploring the city, her favorite restaurant being Barcelona Wine Bar in East Passyunk.