Data Sheets

Advanced Salesforce Integration


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2 7pt Centred Running Footer Text Here – Title determines Length Generate renewals, reprint invoices, and monitor payments without leaving Salesforce. To learn more about how Sage Intacct can help you grow your SaaS business, visit: h ps:// ware or contact us at 877-968-0600. Automate quote-to-cash Sales and Services productivity • Create and modify orders, projects, and contracts from within Salesforce • One-click quote conversion • Email templates and notifications for renewals • Automatically generate renewal sales opportunities • See up-to-date orders and contracts, including history, inventory status, fulfillment, invoicing, payment and aging • Support reseller workflows Finance productivity • Automated synchronization of orders, contracts, and projects • Automatic initiation of billing and ASC 606 revenue recognition and expense amorization • Automatic order, contract, billing, and payment updates to Salesforce • Account and contact synchronization • Support for account merge Efficiency and collaboration • Common view of contact, account, product, pricing, orders and contracts, billing, and payments • Cha er integration Easy implementation and maintenance • Real-time, bi-directional synchronization • "Smart Sync" triggers synchronization of accounts and contacts as needed • Dimension and managed list synchronization • Bulk operations • Lightning certified • Seamless upgrades and enhancements • Secure, OAuth certificate based authentication Convert Salesforce quotes into Sage Intacct orders with a single click, eliminating manual data reentry.

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