Unleash Opportunity By Integrating Salesforce + Sage Intacct

For a good example of how integrated technologies are transforming the present and future of business, look at Salesforce and Sage Intacct. 

Salesforce is one of the most popular and powerful tools on the market for customer relationship management (CRM) along with countless related functions. Sage Intacct takes cloud accounting and finance to the next level through a sophisticated yet simple and streamlined platform for financial management and enterprise resource planning (ERP). Individually, these are strong options for the types of software that every business (regardless of size, location, or industry) needs these days. Together, however, Salesforce and Sage Intacct unleash exciting, impressive, and unexpected opportunities that elevate everything a business does. Examples include:

  • Synthesize Sales and Finance – Two departments that are closely related but often siloed from each other can start seamlessly sharing data and working with an overlapping platform. Close coordination between sales and finance results in a stellar customer experience that helps close more deals and promote long-term loyalty. 
  • Eliminate Waste, Errors, and Redundancy – When data moves automatically between Salesforce and Sage Intacct it means someone doesn’t have to waste time or risk keystroke errors by moving it manually. Users don’t have to make redundant requests for data they now have access to. 
  • Amplify Financial Understanding – Giving the sales team access to financial information helps them calibrate the best deals possible. Alternatively, when the accounting team has visibility into the sales side of things, the quote-to-cash process runs more efficiently and effectively. 
  • Automate Important Workflows – Integrated technology can automate work that used to require human input. Not only does automation do that work faster and more accurately in most cases. It liberates the people who use to perform that work to focus on something besides data entry and number crunching. 
  • Cultivate a Competitive Edge – Utilizing integrated technology gives a company a powerful competitive edge in terms of efficiency, productivity, insight, and innovation. And as integrated technology increasingly becomes the norm, early adopters will have the most to gain from mastering this capability before others in their industry. 

The Salesforce and Sage Intacct Integration Made Easy

Even though Salesforce and Sage Intacct are tightly meshed, integration still involves plenty of work and important decision making. Users will need to decide where, how, and to what extent these two solutions connect to one another, then put those pipelines in place. Much depends on getting it right. And for companies without the time or tech skills to handle the integration, Sage Intacct and Salesforce teams are perfectly aligned to make these goals a reality.

Pur-Logic Solutions helps clients implement, optimize, and integrate Sage Intacct. In an upcoming webinar, we will introduce participants to the benefits of cloud accounting, demonstrate the key features in Sage Intacct, and highlight how integrations (with Salesforce and other software) drive business success. Join us – reserve your free spot here