Data Sheets

Advanced Salesforce Integration


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1 7pt Centred Running Footer Text Here – Title determines Length Save time on every deal and scale up to 400% without additional finance headcount Immediate, bi-directional synchronization between Salesforce and your financials allows you to maintain billing, revenue recognition, and receivables in your financial solution while maintaining orders, contracts, projects, changes, and renewals in Salesforce. Pricing, billing and payments are easily visible to salespeople. Everyone stays up to date—without time-consuming rekeying of information, phone calls or emails, or jumping between systems. Salesforce Cha er in Sage Intacct means Sales and Finance can communicate efficiently—to expedite approvals, clarify policies, resolve exceptions, and more. Since all communication is stored in your financial solution, you don't have to search through emails to find the history. Shorten quote-to-cash cycles by 30 to 75% to increase cash flow Fully automate your quote-to-cash process. Convert Salesforce quotes into Sage Intacct orders with a single click, and automatically trigger invoicing and ASC 606 revenue recognition and expense amortization. Automated billing eliminates errors and enables you to generate invoices in minutes, not days. More timely, accurate billing helps reduce days sales outstanding. So, you bring cash into the business sooner to invest in growth. Connect your business, not third parties It's easy to integrate Sage Intacct with Salesforce—just point, click, and connect. Sage Intacct Advanced CRM Integration is pre-built on the Salesforce platform, so there's no need for expensive third-party integration, IT support, upgrades, or custom consulting. And it comes with our "Buy with Confidence" guarantee. So, instead of playing "go-between" with vendors, you can stay focused on your business. The Sage Intacct CRM Integration brings together the best-in-class cloud financial management solution with the industry-leading cloud CRM solution, Salesforce. What does that mean to you? A full view of every customer. Efficient collaboration between Sales and Accounting. A streamlined, automated quote-to-cash process that saves time, reduces errors, and accelerates cash flow. And, it's all built and supported by Sage Intacct, so you can focus on your business, not your integration. D a t a s h e e t Advanced Salesforce Integration for Your So ware Business Accelerate quote-to-cash by 30 to 75% and free thousands to millions in cash for growth Sage Intacct - Copyright 2018

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