Sage Intacct and Salesforce

The Sage Intacct integration with Salesforce via open API gives your company a best-in-class cloud ERP accounting solution and a best-in-class cloud CRM solution. This powerful integration gives you a full view of your customer’s life cycle, streamlines your quote-to-cash process, and increases your internal communication between the departments that deal with the numbers!

The key highlights of the integration are productivity and automation. By integrating both best-in-class solutions you eliminate the double entry by both your sales and accounting team. This reduces the number of errors that occur from manually entering the same data in multiple locations and saves hours of work each month. It also enables the sales and finance teams to quickly and easily gain the visibility needed between the sales cycle and the customer activities.

How does it work?

Once a sale is completed in Salesforce it triggers the data to be pushed into Sage Intacct for invoicing and revenue recognition based on your company’s requirements. With this integration you now have a fully automated quote-to-cash process where the sales and finance teams have the visibility they need.

Another great aspect is that Salesforce chatter is imbedded into Sage Intacct. This allows your sales team to check pricing, discuss different aspects of a deal, and more with the finance department with ease. Both departments can work in the software they know while having open and real-time discussions.

Overall, implementing both Salesforce and Sage Intacct with the integration can save your company hundreds of hours by eliminating duplicate entry and the errors the follow, utilize automated process for your customer lifecycle, and increase the visibility for both your sales and finance departments. It’s a big win for the company when you get sales and finance teams in sync.

To find out how rinehimerbaker can help your company implement both cloud-based solutions please reach out to accounting@rinehimerbaker.com.