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Intacct and Salesforce - the power couple
The Intacct CRM Integration links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. What do you get when you bring these two powerful solutions together? A full view of every customer. A streamlined quote-to-cash process. And more productive communication between the department that makes the numbers . . . and the department that manages them.
Coffee Break Demo
Put your feet up and enjoy this live Q&A
Learn how Intacct helps you drive improved business performance — throughout your entire organization.
30 minute demo | Daily 9:00 am PT / Noon ET
Point-and-click CRM integration
Set up your Salesforce integration with ease. The Intacct CRM Integration was pre-built on the Salesforce1 platform. There’s no need for expensive third-party integration, IT support, or custom consulting. With the integration, you just point, click, and connect.
No more blind spots
Enable your sales teams to turn opportunities into orders with a single click, verify pricing in real time, and more—all without leaving your CRM solution. And with Intacct Collaborate, sales can communicate with finance using Salesforce Chatter, now embedded right inside Intacct—making it easy to expedite approvals, discuss and resolve exceptions, and clarify policies.
Automatically trigger invoicing, subscription billing, and revenue recognition when a sale is completed in Salesforce, for a fully automated order-to-cash process. Using Intacct project accounting, create and track customer projects from the Salesforce CRM account screen, then drill down to see individual project details.
- Save time and reduce errors by eliminating duplicate data entry between finance and sales
- Increase sales team effectiveness with greater visibility into the financial impact of their activities
- Increase finance team productivity with automation of workflows, including order-to-cash