Intacct is the most popular financial management and accounting solution on the market today that seamlessly integrates with Salesforce CRM to provide a complete quote-to-cash process. Let your sales team leverage Salesforce CRM, 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.

With Intacct and Salesforce CRM, your sales people have the ability to 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 CRM system. Your finance people are also freed from painful sales order and financial reconciliation saving them valuable time and significantly reducing costs.

Benefits:

Whitepaper: Optimize Sales and Finance Datasheet: Intacct for Salesforce CRM Users

Eliminate the need for dedicated order entry staff - Create a booked order in Intacct from a sales opportunity in Salesforce CRM with a single click - eliminating manual data re-entry.

Provide back office details right from within Salesforce CRM - Give your salespeople instant access to key financial information like shipping, billing and collections data from within Salesforce CRM so they don't have to ask finance.

Proactively manage renewals - Intacct automatically generates renewal sales opportunities in Salesforce CRM before existing sales contracts expire, allowing you to effectively manage and forecast renewals and extensions.

Gain real-time visibility - By streamlining your quote-to-cash process, you can provide your executives with real-time insight into your entire sales pipeline so they can make informed business decisions.