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Sage Intacct Advanced CRM Integration

By Sage Intacct

Connect Sales, Revenue, and Finance to Streamline Workflows

Starting at $14,000   USD/company/year

Discounts available for nonprofits

Industries
Horizontal Product
High Tech
Nonprofit
Business Need
Productivity
Requires
Sales Cloud
Compatible With
Salesforce Order Management
Nonprofit Solutions

Connect Salesforce with Sage Intacct Financials. With real-time visibility for Sales, Revenue, and Finance, you streamline workflows and collaboration to remove sales friction, gain trust in your numbers, and deliver a better customer experience.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Salesforce Order Management
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Also works with Salesforce CPQ and Salesforce Nonprofit Success Pack.

App Details

Version
Intacct - CRM Integration v2/Intacct - CRM Integration v2 1.2.0
Listed On
03/31/2017
Latest Release
12/15/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 19
Custom Tabs: 8
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Sage Intacct ensures sales and finance stay on the same page, while eliminating data re-entry and inaccuracies. • Finance has instant visibility to accurate and consistent customer and transaction data. • Sales and Revenue have instant access to transaction status, billing, and payments to serve customers efficiently and accurately. • Salesforce Chatter provides a common collaboration backbone to streamline communications. Sage Intacct supports the way you do business with flexibility in defining and triggering workflows, where approvals and renewals occur, level of detail synchronized, and more. It works with Salesforce Enterprise, CPQ and Nonprofit Success Pack and is configurable to support a variety of Salesforce workflows, including: • Order-to-cash • Contract and subscription billing (plus ASC 606 revenue recognition) • Project tracking • Nonprofit fundraising With shared visibility and collaboration, you save time, increase accuracy, accelerate and scale processes, and provide better customer service. And, Sales, Revenue, and Finance agree on and trust the numbers. Learn more at https://www.sageintacct.com/salesforce-integration.

Need help?

Sage Intacct

San Jose, CA USA

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