How to Integrate Sage Intacct with Salesforce

  • March 20, 2024

Think of Salesforce and Sage Intacct as two superheroes joining forces to help your business run more smoothly. Salesforce is like your sales superhero, helping you manage relationships with your customers. Sage Intacct is your finance superhero, keeping track of all your financial information. When you bring these two together, they can do even more amazing things for your business.

Power Up Your Business with Salesforce-Sage Intacct Integration

When Salesforce and Sage Intacct team up, they become an even more powerful force. They help your business run more smoothly by making sure everyone has the information they need when they need it.

Integrate Sage Intacct with Salesforce

Here’s what they can do:

  1. Share Information Easily

Salesforce and Sage Intacct can pass information back and forth, like a game of catch. This means everyone has the same information, and it’s always up to date. It’s like having a super-fast mail delivery system that never loses a letter.

       2. Automate Routine Tasks

Imagine if you had a robot that could do all your chores for you. That’s what Salesforce and Sage Intacct can do for your business. They can take care of routine tasks, like tracking sales opportunities or managing orders, so your team can focus on more important things.

      3. Keep Everyone Informed

With Salesforce and Sage Intacct, everyone can see what’s going on in the business. It’s like having a crystal ball that shows you everything you need to know. Sales teams can see financial information, and finance teams can see sales data. This means everyone can make better decisions.

     4. Improve Customer Service

When your sales and customer service teams have all the information they need, they can help your customers more effectively. It’s like being able to read your customers’ minds and know exactly what they need.

     5. Help Teams Work Together

Salesforce and Sage Intacct can help your teams work together more effectively. It’s like having a team huddle before a big game. Everyone knows the game plan and can work together to win.

     6. Grow with Your Business

As your business grows, Salesforce and Sage Intacct can grow with you. They can handle more information and more complex tasks as you need them to. It’s like having a superhero suit that always fits perfectly, no matter how much you grow.

Collaborate with Salesforce Chatter

Salesforce Chatter is like a chat room for your business. It’s embedded in Sage Intacct, so you can chat about specific transactions right where you’re working.

Also, Read ->  How to connect Salesforce to Sage Intacct

Focus on Your Business, Not Your Integration

Our Salesforce integration solution is like a superhero sidekick for your business. It’s there to help you, based on our experience working with hundreds of customers.

Key Features:

  • Set up your integration—no need for complicated coding or hiring outside help.
  • Easily set up users and security.
  • Keep up to date with the latest Sage Intacct features with easy upgrades.
  • Works with both Salesforce Classic and Lightning.

Steps for Integrating Sage Intacct with Salesforce

Here are some easy steps for integrating Sage with Salesforce:

  1. Set Up Your Integration: It’s easy to get started. You don’t need to know how to code or hire outside help.
  2. Set Up Users and Security: Make sure everyone has the right access and security settings in both Sage Intacct and Salesforce.
  3. Schedule a Batch API: Set up a regular schedule for data to be transferred automatically between Sage Intacct and Salesforce.
  4. Load the Global Configuration File: This file tells the system how to transfer and sync data between the two platforms.
  5. Stay Up-to-Date with Innovations: Sage Intacct’s integration is designed to handle upgrades easily, so you can always use the latest features and improvements.
  6. Use with Salesforce Classic and Lightning: The integration works with both versions of Salesforce, giving you flexibility in how you use Salesforce with Sage Intacct.

Salesforce and Sage Intacct Integration FAQs

Q. Does Sage Intacct integrate with Salesforce?

Yes, Sage Intacct and Salesforce can work together to connect sales, revenue operations, and finance processes. 

Q. Does Salesforce have an accounting module?

No, Salesforce doesn’t have a built-in accounting module. But it can work together with accounting software like Sage Intacct.

Q. Is Sage Intacct built on Salesforce? 

No, Sage Intacct is a separate cloud-based accounting software that can work together with Salesforce.

Q. Does Sage Intacct have a CRM?

Sage Intacct doesn’t have a built-in CRM. But it can work together with CRM systems like Salesforce. 

Q. How does integrating Sage Intacct with Salesforce save time? 

The integration gets rid of the need to enter data more than once, provides real-time visibility into customer and transaction data, and makes customer service more efficient by connecting sales, revenue operations, and finance processes.


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