Is Intacct right for your business?

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Intacct integration with Salesforce seamlessly combines Intacct and Salesforce for complete lead to cash management. Intacct for Salesforce helps you eliminate manual data re-entry, deploy a single, integrated lead to cash process and give each member of the sales and finance teams the information they need, where and when they need it to operate more effectively and productively.

  • Convert quotes in Salesforce into orders in Intacct with a single click, eliminating paperwork and manual re-entry of data.
  • Make it easy for sales reps to submit quotes and orders, verify pricing in real time, and complete the sale online without leaving Salesforce.
  • Dramatically reduce days sales outstanding (DSO) by up to 40%, and improve customer satisfaction, by providing your sales team with real-time financial information about customers.
  • Streamline fulfillment and ensure customers receive goods and services on time by instantly verifying pricing, checking inventory and confirming shipments.
  • Automatically generate renewal sales opportunities in Salesforce based on the original contract terms plus desired price adjustments.
  • Make it easy for your finance team to manage the billing and payments process for your sales orders.
  • Automatically update Salesforce with the latest billing and payment information.
  • Manage your professional services business more efficiently by creating, tracking, and synchronizing Projects and Tasks in both Salesforce and Intacct Project Accounting.
  • Easily manage orders from multiple business entities with built-in integration to Intacct Global Consolidations.

Other Applications

The following applications are designed to work hand-in-hand with Customer Relationship Management:

"Customer Relationship Management" is part of the Intacct line of products, developed by Intacct.