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Sage Intacct Contract Billing for CRM

Keep pricing flexible, billing accurate, and revenue recognition on track.

No Ratings
$15,000   USD/company/year

Discounts available for nonprofits

Business Need
Contract Management

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Professional Edition requires access to Saleforce REST and Bulk APIs.

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 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: 0
Custom Tabs: 0
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.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/12/2018

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

Support Phone877.437.7765