Sage Intacct Advanced CRM Integrations

Most users know that  Sage Intacct comprises a few native CRM features and has quite a few integration options available through its ecosystem of third-party solutions. This marketplace has various choices, ranging from best-of-breed customer relationship management software to applications with more industry-specific features. Along with cloud APIs and flexible architecture, there are innumerable possibilities for connectors built by an Intacct development partner with any number of add-on systems. However, in this article, we will try to cover the top options available through Sage’s selected independent software vendors (ISVs) currently.
Let us take a look at the top CRM integrations available through the Sage Intacct marketplace:

Salesforce

Salesforce is Intacct’s customer management and an add-on of choice along with a dedicated connector supported directly by Sage that allows for real-time bulk synchronization of data between either solution. As both are best-of-lot applications that have originated in the cloud, thus, the users can take advantage of a seamless integration that leverages their joint SaaS architectures to be able to deliver the advanced functionality of the system of record across the unified workflows. This also comprises matching fields for contracts, sales orders and opportunities, projects, customer records, journal entries, and various others.

Also checkout -> Sage Intacct Salesforce integration

Sage Intacct Advanced CRM Integration

The Sage Intacct Advanced CRM Integration is a single package managed in Salesforce that connects the two systems to allow for smooth data transfer and receives 

consistent support from Sage to make sure that the functionality has been preserved. This comprises frequent updates providing patches to future-proof the module as well as quarterly upgrades that follow an enhancement roadmap.

Sage Intacct Advanced CRM Integration for Nonprofits

The Sage Intacct Advanced CRM Integration for Nonprofits takes the Salesforce connector and also adds the fund accounting and other financial capabilities needed for nonprofit organizations (NPOs). Donations are also tracked along with accounts, projects, and more, and synced in real-time to allow the users to gain consistent visibility and revenue recognition.

Importance of Salesforce Sage Intacct Integration

Sage Intacct Salesforce Integration scales and streamlines the end-to-end business processes. It ensures you can easily access data, connect sales, optimize revenue, and manage finances with the help of effective reporting, forecasting, and billing. However, here is a look at the detailed walkthrough of the importance of Sage Intacct with Salesforce Integration.

Reduce Errors

The reason why businesses are opting for Salesforce integration along with Sage Intacct as it facilitates automation. This implies the fact that once the ERP system is integrated with Salesforce, the chances of data re-entry and inaccuracies are minimized.
Additionally, one can also get real-time visibility of customer data and transaction data such as billing, payments, and transaction status. Hence, the sales and revenue teams can serve customers precisely and efficiently.

Comprehensive Visibility into Financials

The Salesforce Sage Intacct Integration also offers your sales team better visibility into financial data. Furthermore, the sales team also acquires access to real-time order status, billing, and payments. This makes sure of better team collaboration by data re-entry and inaccuracies and accelerating sales, finances, and service processes.

Enhanced Productivity

Salesforce with Sage Intacct integration allows for a seamless flow of data to acquire better and more flexible workflows between sales and finance teams, which eventually leads to higher productivity. So you see, Salesforce Sage Intacct integration systems allow for seamless syncing between key data points from Salesforce to Sage Intacct and vice versa, which removes the possibility of inaccuracies through manual entries. This leads to better collaborations within teams, smooth customer engagement, and optimized workflows. 

Streamlined Business Processes

Better collaboration between sales, finance, and marketing teams allows for higher productivity by minimizing the time spent on administrative tasks. As a result, the complicated operations are done with ease and no errors, which leads to more streamlined business processes.

Better Customer Relationships

Improved customer relationship is one of the main reasons why a business must integrate Salesforce with Sage Intacct. The integration facilitates a 360-degree view of your customer interactions that offers you, as a business, a better insight into customers’ needs, preferences, and behavior within a single roof.  Using all the details, you can offer more personalized customer support for sales orders and focus on customer relationship management to drive revenue.

Different Methods of Salesforce Sage Intacct Integration

Advanced CRM Connector

For those of you who do not know, Sage Intacct comprises its pre-built utility, also known as Advanced CRM Connector, that allows for a seamless integration between Sage Intacct and Salesforce. It assists you in connecting Salesforce CRM with Sage Intacct ERP and thus, streamlines the workflow. It also collaborates to prevent sales friction and deliver a meaningful customer experience.
The Advanced CRM Connector supports Salesforce’s Chatter feed integrated inside Sage Intacct. This makes sure of seamless collaboration within the context of related transactions within both Sage Intacct and Salesforce.
The connector has been developed to assist you to focus on your business instead of the integration. Hence, it offers you the freedom to configure the integration, set up users and security, and stay updated with seamless upgrades without having to script or go for third-party services.

Manual Integration

Many businesses set up their in-house team and opt for manual integration. As the name suggests, this integration follows manual efforts through manual entries and spreadsheet imports and exports.

Third-Party Integration Providers

Opting for third-party integration providers is also one of the best ways to make sure that Salesforce integrates with Sage Intacct effectively. Many third-party integration platforms are known to provide pre-built connectors.
Using these pre-built connectors, one can make sure of seamless data transfer between Sage Intacct and Salesforce.   These connectors can come in handy as they help you break down data silos, save developers time, and also reduce errors.

Professional Services

Opting for help from expert consultants is the most advised way of integrating Salesforce and Sage Intacct. Various experienced ERP Salesforce integration firms are well-versed with the tools and resources to offer an exceptional integration experience. Not only do they assess your business requirements, but also create a custom solution, integrate it into your business, and offer training and ongoing support.

Conclusion

So, you see, Sage Intacct has been designed to offer a core accounting system that fits seamlessly with a modern technology stack comprising feature-driven applications such as CRM, payroll, e-commerce, and others. Was this article helpful? Do let us know in the space below and we would love to hear from you.

FAQs For Sage Intacct Advanced CRM Integrations

Q. What are some of the commonly known CRM that can integrate with Sage?

A. Some of the commonly known CRM Apps that can integrate with Sage are Sage 50cloud Accounting, Xero, and Stripo. 

Q. Does Sage Intacct have a CRM?

A. A CRM integration offers Sage Intacct more data to pull from, which means that the accountants can generate special reports using data that would otherwise belong to sales and marketing teams. With the help of this pooled data, accountants can go deep into business performance and report on sales pipelines and demand forecasts.

Q. Does Sage Intacct have an API?

A. Yes, Integration APIs are built into the Sage Intacct system. Also, most customers use APIs to integrate at least two external applications with Sage Intacct, which offers the flexibility to select the best options for your organization.