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Sage Intacct Contract Billing for CRM
Keep pricing flexible, billing accurate, and revenue recognition on track.
Overview
Grow contract and subscription billing revenue with a seamless workflow from Salesforce CPQ and CRM to financials. Streamline billing, automate revenue recognition, and deliver insights through detailed financial and forecast reporting.
Don’t let billing complexity inhibit revenue growth. Adapt billing to your best revenue process, from billing across regular periods to usage-based billing with tiered pricing. Maintain constant visibility into billing progress and forecasts.
Connect billing with revenue recognition automation and dual reporting in preparation for ASC 606 compliance. With billing and revenue recognition tied to the contract, automatically recognize revenue as you meet performance obligations.
Enter contract information in Salesforce and synchronize with your financials in real time. Manage templates and schedules in Intacct, while providing sales with billing and payments visibility.
Sage Intacct tracks all aspects of your financial relationship with a customer in one place - the customer contract. Seamless integration with Salesforce - using standard Salesforce objects - ensures data in a Salesforce opportunity flows automatically into the contract in both Salesforce and Sage Intacct. From the contract, Sage Intacct automates billing, based on simple linear or more complex non-linear schedules for fixed price, usage pricing, price per thousand, discount tiers, minimum flat fees, or included units. Intacct automates contract changes as customers buy more subscriptions or services, while built-in proration and co-termination set the stage for renewals. All changes drive appropriate revenue recognition, including accounting for multi-element arrangements and fair pricing. Dual posting according to both ASC 605 and 606 revenue guidelines allow for an automated, painless transition to the new regulations. Sophisticated reporting keeps billing, revenue, expense, and cash forecasts in sync with new or updated contracts. Real-time updates keep SaaS metrics like CMRR, churn, and CAC accurate. Learn more at the Sage Intacct Best-in-Class Cloud ERP listing.
Categories
- Business Needs
- Contract Management
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package