Intacct MAX™ for Salesforce seamlessly combines Intacct and Salesforce, allowing your sales team to leverage the leading on-demand CRM system for lead, opportunity, quote and front-office customer management while you leverage Intacct, the leader in on-demand financial management applications for quote to cash and back office processing.

Intacct MAX for Salesforce lets your sales team create a booked order in Intacct from a sales opportunity in Salesforce — with a single click. Sales staff can create sales quotes, convert existing quotes to orders, verify pricing and inventory, and track order status in real time, all from within their familiar Salesforce applications.

Eliminate manual data re-entry, deploy a single, integrated lead to cash process and give each member of both the sales and finance teams the information they need, where and when they need it, to operate more effectively and productively. Many Intacct customers have found that with Intacct MAX for Salesforce they no longer need to staff a person just to handle order management between sales and finance, freeing up resources to focus on more mission critical projects.

Intacct MAX for Salesforce also gives your salespeople instant access, from anywhere at any time, to key financial information like shipping, billing and collections data so they can provide better service to their customers. Automatically generate renewal sales opportunities in Salesforce before existing sales contracts expire, enabling your sales team to manage and forecast renewals and extensions

To learn how Intacct MAX for Salesforce can help you:

• Intacct for Salesforce Users

To download a brochure on Intacct MAX for Salesforce, click here.