The power couple—finance and sales connected.
Sage Intacct and Salesforce integration brings your CRM and accounting data together in real time, so sales and finance always work from the same numbers.
Sage Intacct and Salesforce integration gives you a best-in-class financial management platform connected to the best-in-class Salesforce CRM platform - delivering seamless alignment that improves productivity, fuels growth, and accelerates 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 integration 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 using our prebuilt Salesforce connector. Because the integration is built natively on the Salesforce platform, you won’t need expensive third-party tools, IT support, or custom consulting - 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.
How Traction on Demand Improved cash forecasting with Sage Intacct
Mothers Against Drunk Driving (MADD) transformed their organisation with the Sage Intacct Salesforce integration.
David Novak
Controller, Cornerstone
