Sage Intacct and Salesforce Integration
The Sage Intacct and Salesforce integration gives you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process.
Save time and money with Sage Intacct
The best-of-breed cloud solution for connecting finance and sales
Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform.
This delivers a seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.
The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.
Sage Intacct and Salesforce Integration Benefits
Save time
Save time and reduce errors with Sage Intacct by eliminating duplicate data entry between finance and sales.
Greater visibility
Increase sales effectiveness by providing greater visibility into the financial impact of their activities.
Improve productivity
Increase accounting and finance productivity with automated workflows.
Sage Intacct Customer Success Story
National distributor gains greater data insights with Sage Intacct
To be blunt our ledger system was archaic and no longer fit the size of our business
Mike Newton, Finance Director, L W Cole
Streamline your processes
Sage Intacct and Salesforce integration
Point-and-click integration
It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform.
You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.
No more blind spots with Salesforce integration
Help your sales teams turn opportunities into orders with a single click or verify pricing in real-time – all from within your Salesforce CRM solution.
With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter – embedded within Sage Intacct – to easily expedite approvals, discuss and resolve exceptions to order management processes, and clarify accounting policies.
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Award-winning service and support
Why Solutions?
Utilise our knowledge and expertise to help streamline and automate your processes, freeing up time so you can focus on achieving your business goals. With this intuitive, true-cloud accounting system you can be more efficient and focused than ever.
At Solutions, we take a consultative approach and work collaboratively with you to build a plan to configure and implement Sage Intacct so it delivers ongoing success and a return on your investment.
As a Sage Platinum Partner, with over 25 years’ experience delivering business management solutions for clients, our team can help you transform the way you do business. With unprecedented access to a friendly support team, Sage Intacct experts and IT professionals you can focus on achieving your business goals.
