Salesforce integration with Sage Intacct gives you seamless order and sales workflow to deliver the best possible customer experience to your clients.
Sage Intacct connects sales, revenue operations and finance from the initial transaction through reporting, forecasting and billing to:
Eliminate data re-entry and inaccuracies that delay downstream approvals, billing and reporting.
Allow finance department to get real-time visibility to customer and transaction data.
Enable sales department and revenue operations to efficiently and accurately serve customers with access to transaction status, billing and payments.
When integrated, the Salesforce Chatter feed is embedded directly inside Sage Intacct so you can collaborate within the context of related transactions in both platforms.
Our Salesforce integration solution is built and supported by Sage Intacct based on experience from working with hundreds of customers.
Configure your integration – no scripting or third-party services necessary.
Set up users and security with ease.
Stay up to date with the latest Sage Intacct innovations with seamless upgrades.
Use with Salesforce Classic and Lightning.
Thanks to improved accuracy and easy integration with Salesforce and Creditsafe, we have reduced over 60 days debt from 24% of total money owed, down to just 9%.
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