Salesforce integration with Sage Intacct gives you seamless order and sales workflow to deliver your clients the best possible customer experience.
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.
"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. Additionally, our sales and service teams can access any customer information or accounts receivable details they need in either system from anywhere."
Ready to learn more about what Sage Intacct can do for your business? We are, too. Our product experts are here to guide you every step of the way.