Salesforce and Intacct Cloud Financial – The Dominant Couple

Today, maintaining of good communication is quite important in every aspect of a business, whether it is of between a manager and employee, between two competitors or between two different departments. Apart from the aforesaid listed, communication between department to department is more critical, as yesterday’s communication don’t support in fulfilling today’s needs. 

Many of the organizations today are implementing advanced enterprise resource planning systems to realize the features that can be gained and boost their business performance. And a good inter-departmental communication between sales/marketing and finance is one that plays a crucial role for new innovations within the firm, sales success and good productivity. Now the question is what does it take to make all those happen? Integration of Intacct and Salesforce is one such ways that aids in streamlining of data between functional departments, enhance quote-to-cash process and overall business performance. 

What is Intacct and why it is being integrated with Salesforce? 

Intacct, a well-known financial management system being integrated seamlessly with Salesforce CRM to improve the gap between front and back offices and well-run the entire quote-to-cash process.  

It’s a well-known that customer relationship management of Salesforce supports its sales as well as the executive teams in anytime-anywhere access of the information to lead while providing the visibility to one’s entire sales pipeline. But once the sales team set to close the opportunity, Salesforce CRM will automatically stop.  And to solve such issues Salesforce CRM is being integrated with Intacct to fill the gaps between sales and finance as well as between customer relationship managements and financial systems.

Intacct and Salesforce CRM integration features 

• Eliminate paperwork by converting quotes in Salesforce to orders in Intacct.
• Make it simple for sales representatives to submit the quotes and orders.
• Make sure that your potential customers get their goods delivered on time by instantly verifying pricing as well as the shipment details.  
• Ease the managing of billing and payments process for your sales orders.
• Use latest payment and billing information to update the Salesforce automatically
• Reduce DSO to boost potential customer’s satisfaction dramatically
• Generate renewal sales opportunities in Salesforce automatically
• Enhance the productivity of finance team with automation of work-flows, including order-to-cash

Interested in gaining more information on Intacct and Salesforce Integration or have any questions about this blog? Contact our team today.