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Integrating Salesforce CRM and Cloud Financials

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Sage Intacct Salesforce Integration 5 Smarter Revenue Recognition Of course, there's more to sales-finance alignment than basic quote-to-cash tasks. For example, in a growing number of companies, revenue recognition is becoming an increasingly important challenge – especially for companies facing new ASC 606/IFRS 15 mandates. As accounting rules shi , it's becoming a critical task to properly recognize revenue at the right time and match it to the right expenses. With Sage Intacct-Salesforce integration, your sales team can simply enter an open and close date for an opportunity – nothing more. Reps are shielded from the complexities taking place within Sage Intacct and can focus on their jobs. And for organizations that use project accounting, sales reps can define the terms of a contract and let Salesforce seamlessly pass the terms to Sage Intacct for accurate accounting and invoicing� Smarter Project Accounting Sage Intacct Project Accounting creates and tracks customer projects from the Salesforce account screen, then serves up individual project details. Your consultants and sales teams can keep projects on track and clients happy. A er you establish the proper workflows for entering time and expenses, your team members have online access to enter actuals – even from their project site – so you can keep close watch on actuals against estimates. And you'll always be able to answer client questions about things like resources or invoices—without delay. Smarter Inter-Company Collaboration Sage Intacct's bi-directional integration with Salesforce accelerates and streamlines collaboration and helps synchronize sales and finance activities. It ties together the front office and the back office to the actual underlying records such as sales orders and opportunities, so communication has context. For instance, when exceptional situations arise – such as a nonstandard credit request or discount – the finance team can use Salesforce Cha er from within Sage Intacct to resolve the issue. Smarter Data Management Too o en, sales and finance end up accumulating and maintaining separate stores of data and records on customers, inventory, orders, credit, and more. That means wasted time rekeying data and inevitable inaccuracies. With Sage Intacct-Salesforce integration, items can be created and managed in Sage Intacct and automatically synchronized with Salesforce. That means no conflicts, errors, or wasted time. Convert Salesforce quotes into Sage Intacct orders with a single click, eliminating manual data reentry�

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