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San Jose, CA 95110
877.437.7765
www.sageintacct.com
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What Sales and Finance Alignment Looks Like
• One-Time Data Entry – Eliminate the need for finance to re-enter customer and order information. That means
everyone works with up-to-date and consistent product, pricing, and customer data from both Sage Intacct
and Salesforce.
• One-Click Conversions of Quotes and Project Creation – Easily turn Salesforce quotes and opportunities into
Sage Intacct orders, projects, and tasks.
• Multi-Location Support – Tie Salesforce orders to the right entities for accurate multi-entity
financial management.
• Salesforce Cha er Integration – Sales and finance teams can communicate more efficiently to clarify policies
and resolve exceptions, thanks to integration between Salesforce Cha er and Sage Intacct Collaborate.
• Automatic Generation of Renewal Sales Opportunities – Keep renewals on track by creating opportunities
based on original terms plus desired price adjustments.
• Real-Time Visibility – Let sales teams access order histories, invoicing, payments, and aging, so they can
manage credit/sales situations – from directly within Salesforce.
• Automatic Initiation of Finance Processing – Initiate revenue recognition and invoicing when an order from
Salesforce is recorded.
• Synchronized Teams – Give the finance department visibility into account details from within Sage Intacct.
Conclusion
With a thoughtful strategy for connecting financial management solution and Salesforce, companies can
leave behind spreadsheets, manual processes (and errors), and needless delays to unify finance and sales
teams for a more efficient organization. To learn more about Sage Intacct's best-in-class cloud financial
management solution with complete Salesforce integration, call Sage Intacct today: 1-877-437-7765
