Because Sage Intacct is best-in-class software, it thrives when paired with other top solutions that cover every aspect of your business.
Intacct and CRM software are among the best integrations for quote-to-cash, data management, and decision-making. Although CRMs are primarily used by sales teams, accountants will find they get a lot of bang for their buck.
Quote-to-Cash cycles that are expedited
When accounting and CRM solutions communicate, everyone can get the data they need on individual accounts. For accountants, that means creating custom invoices tailored to your company’s unique sales requirements is easier. Furthermore, this enables a more accurate audit trail that keeps track of payments for records for both customer-facing and internal accounting teams.
Financial Data for Sales and Marketing Easily accessible
With CRM Integrations for Sage Intacct software, finance teams get access to critical data from sales, marketing, customer service, and other areas. By merging these systems, data silos are eliminated, workflows are maintained, and finance can keep track of invoices, revenue, and accounting essentials, while sales handles renewals, projects, and deals.
A CRM can provide accountants with immediate access to data about sales and marketing activities, marketing campaigns, and sales expenditures. By centralizing customer data and providing insights into individual deals and broader campaigns, two-way communication between systems enhances the ability to evaluate ROI and make informed business decisions.
Reporting and decision-making enhancements
A CRM integration gives Sage Intacct more data to pull from, which means accountants can generate special reports using data that would otherwise belong to sales and marketing teams. Accountants can analyze business performance and forecast demand based on this pooled data.
Sage Intacct CRM integration saves accountants time, which is the most precious resource. The new automation means less time is spent on manual data entry, which means more flexibility for labor-intensive tasks like closing the books and preparing reports since automatic data transfer improves system accuracy.
Sage Intacct CRM Integration: Which Is Best?
Known as “the world’s number one CRM,” Salesforce offers solutions for sales, marketing, customer service, and more. Since 2015, Sage Intacct has partnered with Salesforce to bring businesses the best accounting and CRM capabilities.
Through the two-way integration between Sage Intacct and Salesforce, teams across the organization can work together to make better business decisions. By converting CRM quotes into Sage Intacct orders, users can even generate bills automatically, which is faster for customers and your revenue pipeline.
There are still plenty of options available if Salesforce isn’t for you thanks to Sage Intacct’s open API. In order to focus on finances, you need an experienced software partner to build and manage custom integrations with top CRM tools like HubSpot and Microsoft Dynamics 365 CRM.
Since 1985, Cargos has helped businesses find the right software from Sage, Salesforce, Microsoft, and HubSpot. We sell, set up, and integrate software that plays well together.
Get in touch with Cargas and learn more about our Sage Intacct CRM integrations if you’re looking for a CRM that will make your sales and finance teams happy.