Think about the Cloud. Now think about Salesforce. Did you know that by using Intacct Advanced CRM Integration you can improve your workflows from sales to finance in Salesforce? You can automate the steps and close communication gaps in the quote-to-cash process – sharing sales and finance pricing data, billing history and customer payment status, while generating new and add-on orders without double data entry. The Intacct CRM Integration links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. The result of this combination? A full view of every customer, streamlined quote-to-cash process, more productive communication between the department that creates the numbers and the department that crunches them.
In fact, there are five ways to tell that Salesforce and Intacct work better together!
- For organizations striving for smooth, synchronized alignment between finance and sales, integrating Intacct’s cloud-based ERP solution and Salesforce grants all users access to the latest information, including product inventory and price lists.
- Sales teams can verify prices in real time, which seeing the financial impact of revenues, upgrades and renewals – resulting in smarter quote-to-cash and tighter sales-finance alignment for more efficient revenue recognition.
- When customers call with billing questions, sales reps can provide answers immediately from within the familiar Salesforce environment. Intacct and Salesforce create a smarter process that eliminates the silos, barriers, delays, and errors and matches the way your organization does business.
- With Intacct and Salesforce collaborating, your sales team can simply enter an open and close date for an opportunity, with reps shielded from the complexities taking place within Intacct – perfect for companies facing new ASC 606/IFRS 15 compliance mandates. With Intacct Collaborate, sales can communicate with finance using Salesforce Chatter, embedded inside Intacct – making it easy to expedite approvals, discuss and resolve exceptions, and clarify policies. Additionally, with Intacct and Salesforce integrated, you can automatically trigger invoicing, subscription billing, and revenue recognition when a sale is completed in Salesforce, for a fully automated order-to-cash process. Using Intacct project accounting, you can even create and track customer projects from the Salesforce CRM account screen, then drill down to see individual project details.
- Intacct’s bi-directional integration with Salesforce accelerates and streamlines collaboration and helps synchronize sales and finance activities. It ties together the front office and the back office to the actual underlying records such as sales orders and opportunities, so communication has context.
Alignment…not Compromise
Intacct’s cloud ERP solution works seamlessly with Salesforce for sales and finance automation and visibility. There is deep, pre-built integration between Intacct and Salesforce, which is transforming how finance and sales align, collaborate, and execute to create greater efficiency – aligning sales and finance for a ‘no compromise’ business environment.