Enjoy the benefits of financial and accounting software that integrates with Salesforce seamlessly.
Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers a seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.
Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.
It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.
Help your sales teams turn opportunities into orders with a single click or verify pricing in real time—all from within your Salesforce CRM solution. With Sage Intacct Collaborate, your sales reps and managers can easily communicate with finance using Salesforce Chatter—embedded within Sage Intacct—to easily expedite approvals, discuss and resolve exceptions to order management processes, and clarify accounting policies.
Traction on Demand—customer video
Learn how Traction on Demand improved cash forecasting from 10% to 3% with Sage Intacct, while accelerating invoicing by 60%.
Salesforce Integration data sheet
The Sage Intacct CRM Integration brings together the best-in-class cloud financial management solution with the industry-leading cloud CRM solution, Salesforce.
Mothers Against Drunk Driving—customer video
Hear how Mothers Against Drunk Driving (MADD) transformed their organisation with the Sage Intacct Salesforce integration, spending less time and money on compliance and admin so they can focus on MADD's mission.
Because of the great integration with Salesforce, our new sales flow right into Sage Intacct seamlessly. Sage Intacct then creates the initial invoice, which we can easily turn into a recurring invoice for perpetuity.
David Novak, Controller
Cornerstone
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