Sage Intacct + Salesforce Integration: The Ideal Workflow Between Sales & Finance
Integration lies at the core of the modern enterprise. The extent to which companies weave their technology, processes, and departments into a holistic whole has a strong influence on their long-term success. Never more so than now after Covid when agility and innovation have become the keys to survival.
Sage Intacct and Salesforce unlock the potential of integration by building a bridge between the two powerful platforms. Sage Intacct handles sophisticated accounting and finance obligations on a massive scale. Salesforce offers comprehensive CRM capabilities along with other sales tools. And when the two platforms integrate with one another, it creates a seamless link between sales and finance, enabling them to work in concert like never before.
Developers from both platforms collaborated on the integration to ensure it’s robust and resilient. And while the technical details merit exploration, they’re not the point of this post. Instead, we want to highlight why having great tech on both sides and integration in-between creates the ideal workflow for sales, finance, and the modern enterprise overall.
Engineer Efficiency
As interrelated parts of the business process, sales and finance share much of the same data. Integrating the systems where that data lives eliminates the need for inefficient manual entries and minimizes the errors that result from human handling.
Upgrade Engagement
Connecting sales and finance creates a seamless customer journey from the initial interaction onwards. Companies can then track how customers move through that journey and improve outcomes at every point. Improved engagement leads to higher acquisition rates, lower costs, and higher-value relationships.
Improve Intelligence
Smart decision making in either sales or finance requires complete, accurate, and updated information at all times. Integrating Sage Intacct and Salesforce creates a “single source of truth” that contains all relevant data updated in real time and available to everyone.
Encourage Collaboration
Once two departments that are used to working separately have overlapping assets at their disposal, they can communicate and collaborate with ease. Sales and finance working together uncovers ways to do things better and bigger than before. Natural partners finally have the means to work as one.
Accommodate Growth
When growth puts greater demands on the sales and finance teams, integrated technology helps them scale in stride. Teams can save time they would have spent moving data or searching for answers. They can also make quick, informed decisions since every insight is at their fingertips. Above all, disconnected sales and finance systems can only make growth harder to set in motion and sustain.
Proseer – Optimize Your Integration
Sage Intacct and Salesforce are designed to integrate easily. However, instead of handling things internally, consider bringing on a partner to make sure it is done right to achieve your goals. Proseer can help you fine-tune the integration and adapt the people and processes around it for optimal results. Contact us to put the right pieces in the right places.
