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Sage Intacct & Salesforce Integration

Keep the Front Office and Back Office in Sync

Quote-to-cash is the process of turning a customer’s purchase order into cash in the bank as quickly as possible. It’s a critical process for businesses of all sizes, but can be especially important for fast-growing companies that need to ensure they have the cash to support their continued expansion.

By accelerating the quote-to-cash process, you can get products to your customers faster and improve cash flow.

In this blog post, we’ll discuss how the integration of Sage Intacct Cloud ERP and Salesforce CRM speeds up the quote-to-cash process, and some of the benefits of doing this integration.

3 Ways that Sage Intacct and Salesforce

Accelerate Quote-to-cash


1. Immediate, bi-directional synchronisation.

Sage Intacct Advanced CRM Integration is pre-built on the Salesforce platform, so there’s no need for expensive third-party integration.

2. Fully automated quote-to-cash process.

Convert Salesforce quotes into Sage Intacct orders with a single click, bring cash into the business sooner.

3. Salesforce Chatter in Sage Intacct improves communication.

Salesforce Chatter allows employees to collaborate privately and securely with the same ease of use provided by social networks. This means Sales and Finance can communicate efficiently to expedite approvals, resolve exceptions and more. Since all communication is stored in the financial solution, there’s no need to search through emails to find the history.

Benefits for the Organisation
  • Save time on every deal,
    shorten quote-to-cash cycles by 30 to 75%
  • More timely, accurate billing helps reduce days sales outstanding
    and improve customer service
  • It’s easy to integrate – just point, click, and connect.
    And it comes with a “Buy with Confidence”guarantee.
    So, instead of playing “go-between” with vendors,
    you can stay focused on your business.

Sage Intacct & Salesforce Integration Intro


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