Is There a Way to Set Up a Sage Intacct Salesforce Integration?

Sage Intacct is your mission-critical financial software. Salesforce is your crucial sales tool. Your team works in both solutions every day. The problem is that customers don't understand that your company uses two different solutions. Because of this, a prospect may call a salesperson for payment or status information (housed in Sage) and be frustrated that they can’t get a quick answer. Additionally, your Finance team may want to have up-to-the-minute Sales projections, ensuring accurate reporting.

Many companies rely on manual, duplicate data entry to share information between these two systems. If this is what you do too, you already know how slow and error-prone the manual entry process can be.

That's why it’s pretty exciting that there’s a great Sage Intacct Salesforce integration.

How Does the Sage Intacct Salesforce Integration Work?

You want to provide the best possible customer experience to your clients. The Sage experts at VBCC can help you set up Sage Intacct, so you can achieve that.

With the right setup, Sage Intacct and Salesforce deliver a bi-directional, seamless integration that securely shares data back and forth between the two platforms in real-time.

Here is an example of how this works:

Each time Juan on your Sales team turns an opportunity into a sales quote, order, or invoice, the data is instantly synced into Sage Intacct, so Adela on your Finance team can see the updated revenue expectations. This instantaneous data sync ensures accuracy and enables faster billing, so Adela can reduce DSO (days sales outstanding) and free up cash flow.

Sage Intacct also securely syncs relevant data back to Salesforce. This means that when one of Juan's customers, Lee, texts Juan to ask about billing, payments, or the status of an order, Juan will have real-time access to this information and can answer Lee's question immediately. Because of this, Lee (the customer) is excited to work with your company.

Chat Integration Between Salesforce & Sage Intacct

One of Salesforce's key capabilities is "Chatter," which is an embedded collaboration tool that team members can use inside Salesforce to share information. This information often contains critical details that contribute to the final sale, such as negotiations, discounts, or custom order specifications.

Manually re-entering this data into your ERP can be even more time-consuming and error-prone than manually entering invoice data. That's why VBCC recommends a setup in which the Sage Intacct Salesforce integration will bring over "Chatter" from Salesforce and store it as
"Collaboration" (Sage’s chat function) in Sage Intacct. VBCC can also set up Sage's Collaboration data to sync back to Salesforce's Chatter. This way, both the Sales and Finance teams will have full access to all the data they need, any time.

Returning to our example, let's say Juan closed the deal with Lee by offering a 10% discount, provided Lee paid the bill in full at the time of the sale. Although, as a Finance person, Adela works solely within Sage Intacct, the Chatter integration will allow her to easily view that Juan had been approved to offer a discount to Lee, and she won't have to waste time emailing Juan to verify the payment terms when she sees a slightly lower-than-average payment amount come through.

Are There Other CRMs Sage Intacct Integrates With?

In addition to Sage’s in-depth Salesforce integration, the VBCC team can also set up your Sage Intacct ERP to integrate with other customer relationship management (CRM) systems.

A few popular options include:

• Sage CRM
• HubSpot
• Zoho
• Microsoft Dynamics 365 Sales
• And others — ask us!

Curious About Other Integrations?

As a modern cloud ERP, Sage Intacct securely integrates with virtually any business tool, solution, or data you can think of. The Sage Intacct Marketplace offers over 350 integrations with popular business solutions, including Shopify and Avalara. The experts at VBCC can leverage APIs to connect to nearly any other data you need, allowing you to reduce manual data entry across all your tasks.

We've spent more than 30 years helping companies work faster and more efficiently with Sage ERP solutions, so whether you'd like to integrate some hard-to-connect data into your Sage system or you'd like to tap into the power of the Sage Intacct Salesforce integration, we're the team to talk to.

Get in Touch and Experience the VBCC Difference