Sage Intacct Advanced CRM Integration

Sage Intacct ensures sales and finance stay on the same page, while eliminating data re-entry and inaccuracies.

• Finance has instant visibility to accurate and consistent customer and transaction data.
• Sales and Revenue have instant access to transaction status, billing, and payments to serve customers efficiently and accurately.
• Salesforce Chatter provides a common collaboration backbone to streamline communications.

Sage Intacct supports the way you do business with flexibility in defining and triggering workflows, where approvals and renewals occur, level of detail synchronized, and more.

It works with Salesforce Enterprise, CPQ and Nonprofit Success Pack and is configurable to support a variety of Salesforce workflows, including:

• Order-to-cash
• Contract and subscription billing (plus ASC 606 revenue recognition)
• Project tracking
• Nonprofit fundraising

With shared visibility and collaboration, you save time, increase accuracy, accelerate and scale processes, and provide better customer service. And, Sales, Revenue, and Finance agree on and trust the numbers.

Learn more at https://www.sageintacct.com/salesforce-integration.