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Sage Intacct Contract Billing for CRM
Keep pricing flexible, billing accurate, and revenue recognition on track.
- Business Need
- Contract Management
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.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Intacct Contract Billing for CRM/Intacct Advanced CRM Integration Contracts 1.0.0
- Listed On
- 05/18/2018
- Latest Release
- 03/04/2022
- Supported 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
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
Sage Intacct
San Jose, CA USA