This Salesforce Integration combines the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. By combining these two powerful solutions, you get a complete picture of every customer, a streamlined quote-to-cash process, and improved communication between the departments that create the numbers and the departments that manage them.

Sage Intacct + Salesforce automation

Sage Intact + Salesforce automation can boost sales productivity, drive sales-marketing alignment, and maximize retention for anyone in sales, sales operations, revenue operations, finance, accounting, marketing, customer support, and IT. Any custom trigger can be used to trigger any operation.

By flowing accounting and CRM data across your tech stack, you can accelerate mission-critical processes, including quote-to-cash, with the Tray Platform. By aligning sales, marketing, and finance, you can onboard customers faster, or you can help your sales rep win more deals through real-time, holistic dashboards.

You can deploy fully customized automation that meets your exact business needs with our full suite of pre-built connectors, data helpers, and logic operators. Connect Salesforce with Sage Intacct and any of your favorite tools, such as your HR, e-commerce, project management, intranet, internal chat tool, social media platform, ERP, marketing automation platform, financial planning tools, data warehouse, and more.

Key Benefits:

Eliminate duplicate data entry between finance and sales to save time and reduce errors

Visibility into the financial impact of sales activities increases sales team effectiveness

Automate order-to-cash workflows to increase finance team productivity

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Connect by clicking, pointing, and dragging

You don't need expensive third-party integrations, IT support, or custom consulting to set up Intacct-Salesforce integration. A few clicks, and you're done.

Blind spots must be banished

With Salesforce CRM, you can turn quotes into orders, verify pricing in real-time, and moreall without leaving the platform. Intacct and Salesforce CRM are always up to date with the latest information, including product and price lists, thanks to Salesforce integration made easy.

Become more productive

Using Salesforce CRM, you can automatically generate invoices and recognize revenue when a sale is completed, resulting in an order-to-cash process that is completely automated. From the Salesforce CRM account screen, create and track customer projects using Intacct Project Accounting, then drill down to see project details.

Key features:

One-time data entry: Achieve greater accuracy and save time by eliminating the need for finance to re-enter customer and order information. Up-to-date shared data: Work with up-to-date and consistent product, pricing, and customer data from both Intacct and Salesforce. One-click quote conversion: Easily turn Salesforce quotes into Intacct orders. One-click project creation: Create projects and tasks from a Salesforce opportunity.

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Project visibility: View projects and tasks that have been booked for an opportunity, and track project status, from Salesforce.

Multi-location support: Tie Salesforce orders to the correct entities for accurate multi-entity financial management.

Salesforce Chatter integration: Help sales and finance teams communicate more efficientlyto clarify policies, resolve exceptions, and moreby extending Salesforce Chatter to Intacct users (Intacct Collaborate).