White Papers

Integrating Salesforce CRM and Cloud Financials

eBooks

Issue link: https://read.uberflip.com/i/909394

Contents of this Issue

Navigation

Page 3 of 5

Sage Intacct Salesforce Integration 4 No CFO wants to se le for "good enough," but for too long, this has been the hallmark of enterprise financial so ware. Back in the bad old days, we had two choices for so ware implementations to run the business: • Separate modules of functionally rich so ware - that could never deliver the right level of interoperability • A suite of "Worst in Class" so ware components that worked together - but could never automate or streamline processes efficiently Instead of wallowing in the bad old days, maybe it's a good idea to consider this: When you selected Salesforce�com as your customer relationship management (CRM) system, you made a visionary, forward-thinking decision by choosing more than just an industry-leading application. You chose an entire platform and ecosystem with robust functionality, unparalleled ease-of-use, effortless user adoption, and an undisputable system of record for your customer relationships and sales processes� Doesn't it make sense to apply that same forward-facing thinking and strategic vision to your financial management solution? Streamlining Business Processes Sage Intacct is the best-in-class cloud financial management solution that delivers functional depth in accounting and financial management to automate the full spectrum of financial processes, including the entire procure-to-pay and quote-to-cash processes. Beyond its flexible core functionality, Sage Intacct also offers deep project accounting and time/expense management features, best-in-class revenue recognition, and powerful consolidations that support multiple ledgers, locations, entities, and currencies. And with flexible reporting power, you're always able to see your information, your way. For organizations striving for smooth, synchronized alignment between finance and sales, Sage Intacct's built-in point-and-click, two-way integration with Salesforce may be the most important consideration of all. This isn't basic "connectivity" that requires third-party consultants, custom consulting, IT workarounds - it's pre-built by Sage Intacct and continuously maintained by Sage Intacct. Tight and complete integration between Sage Intacct and Salesforce means all users have access to the latest information, including product inventory and price lists� Sales teams can verify prices in real time and see the timing and financial impact of revenues, renewals, upgrades, and more - all from within Salesforce. And with Salesforce Cha er embedded inside Sage Intacct, your sales and finance teams can readily communicate with each other. Smarter Quote-to-Cash Ultimately, companies must dismantle the barriers to a fully automated, paper-free quote-to-cash process. Sage Intacct and Salesforce integrate in a deep, and highly configurable, manner, so your team can convert Salesforce quotes into Sage Intacct orders with a single click, or automatically trigger invoicing and revenue recognition. For instance, in SalesCloud, you can initiate downstream processes and move seamlessly into Sage Intacct without rekeying delays and mistakes. When customers call with billing questions, sales reps can provide answers immediately from within the familiar Salesforce environment� Sage Intacct and Salesforce create a smarter process that eliminates the silos, barriers, delays, and errors and matches the way your organization does business.

Articles in this issue

Links on this page

Archives of this issue

view archives of White Papers - Integrating Salesforce CRM and Cloud Financials