White Papers

Sage Intacct Salesforce Integration 3 Bringing Sales and Finance Together Financial Management Solution and Salesforce needn't be isolated islands of automation� Sensible, efficient integration is not only possible – it's becoming a near-mandatory requirement for a growing number of organizations. And it's possible today. Sage Intacct's acclaimed cloud financial management solution works seamlessly with Salesforce for sales/finance automation and visibility. That translates into: • Shorter lead-to-cash cycles, fewer days sales outstanding, optimized cash management, and lower costs • Automated revenue recognition, project accounting, billing, and other accounting and financial processes that happen downstream from sales • Accurate and consistent customer and order data • Instant visibility for sales into order status, billing, and payments • Minimized data reentry and fewer inaccuracies • A common collaboration backbone, based on Salesforce Cha er, to help accelerate sales, finance, and services The following white paper describes how deep, pre-built, vendor-maintained integration between Sage Intacct and Salesforce is transforming how finance and sales align, collaborate, and execute to create greater efficiencies, speed, and accuracy. Sales and Finance: No More Compromises It happens gradually and subtly – almost imperceptibly� You start by creating a spreadsheet to help you manage your revenue recognition. Next, you're re-keying in customer quotes and contracts. Consolidations take longer and longer. Receivables reports are later and later. Over months and years, your finance processes and operations slowly accumulate a range of ad-hoc processes, single-purpose spreadsheets, and special database printouts to keep sales and finance moving forward. But as you grow, that burden becomes untenable. You're trapped in a world of cobbled-together complexity. As virtually every CFO can a est, manual processes won't keep your sales and finance operations aligned – especially as you add locations, products, and entities� Sooner or later, you'll need a robust financial management solution platform to achieve peak performance – and it has to be one that streamlines the entire spectrum of financial processes. If you're still enduring silos of data, and inefficient, disconnected processes, it's time to coordinate your sales and finance operations to support growth, improve productivity, cut costs, and accelerate revenue. But with the stakes so high, the choices so limited, and the tradeoffs so complex, it's only reasonable to ask: where can you turn for the right financial management solution? And this challenge becomes trickier as customer relationship management solutions command a greater share of the organization's IT focus and investment. financial management solutions must deliver higher levels of data and process interoperability than ever. Quite simply, sales and finance need to be on the same page.

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