Taking the Next Step:
From On-Demand CRM to On-Demand Financials
Featuring Robert Kugel, CFA SVP and Research Director, Financial Performance Management and ERP, Ventana Research
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In this 40 minute interactive Webcast, you’ll hear one of the leading experts on Software as a Service talk about trends he sees developing within the salesforce.com community. Rob will cover the risks and benefits companies have seen adopting on-demand financials alongside on-demand CRM from salesforce.com. He will talk about the improved effectiveness these companies have enjoyed when they moved to financials that were pre-integrated with Salesforce. And Rob will discuss best practices and lessons learned from the leaders who have already made this move.
Complete Lead-to-Cash in Salesforce
Intacct MAX™ lets you use the familiar tabs in Salesforce to create a booked order from a sales opportunity in a single click. You can create sales quotes, convert existing quotes to orders, verify pricing and inventory, and track order status in real time, all from within Salesforce.
Sales teams can even view customer data traditionally hidden in back office systems. For example, you can see customer aging, product backlogs and transaction ledgers. Monitor customer order status, order analysis, sales analysis and shipments.
Sales representatives now see complete customer order records, including billing issues, support cases, and more. Warehouse managers can instantly view approved sales orders on configurable dashboards, and finance staff has insight into support issues when calling customers to collect payments.
A Complete Lead-to-Cash Process in One System
- Opportunities to Booked Orders in a Single Click
Automatically generate booked orders from opportunities and streamline the entire sales cycle—from lead to cash—all in one system.
- Automatically Trigger Back Office Workflows
Customer orders can automatically trigger workflows tailored to your processes, from invoicing and accounts receivable to product and services fulfillment.
- View Customer Data Traditionally Hidden in Back Office Systems
Sales representatives can view useful customer information from back office systems in real time, including payment history, order status and sales analysis.
Benefits of Intacct MAX™
- Complete the sale in one lead-to-cash system
- Increase revenue with a faster sales cycle
- Reduce cost of sales with higher sales force productivity
- Convert opportunities to customer orders with a single click
- Eliminate duplicate data, double entries and errors
- 360 degree view of customer activity from synchronized systems
- Single sign-on and role-based access control
Run Your Entire Business on One On-Demand Solution
Now you can connect Salesforce.com to Intacct’s Small Business or Enterprise suite. It’s the easiest way to add financial management, supply chain management, business intelligence and project management to your CRM solution.
With every data entry, the information in Intacct and Salesforce.com is automatically synchronized. Don’t spread your business information across silos. Run your entire business on the best CRM and financial management system on the Web.
With Financial Management software system, sales representatives can manage opportunities from quote to order. Accounting has insight into customer support issues when collecting payments. And business managers can instantly react to new orders published on the role-based dashboard.
Benefits of Financial Management
- Flexible: Changes, including reorganizations, new locations, and new business processes, can be added without compromising historical data
- Pre-integrated: All financial and customer relationship management applications are seamlessly linked. Data is automatically synchronized in real time
- Collaborative: You can easily extend business processes across departments, business units, customers and partners
