June 15, 2022

Bring Sales and Finance Under One Roof

Businesses that run sales and finance on separate systems often run into problems when they try to grow. It’s like riding a bike up a steep hill in too low a gear—you start pedaling harder and harder, only to find you’re going nowhere fast. 

When growing businesses have to manage multiple systems, errors sneak in and time is wasted trying to fix them. You might find yourself having to add headcount to keep up. But even then you may fall behind as demand keeps growing and your sales and finance teams struggle to communicate in-sync with customers and to gather accurate, timely information for billing and other daily tasks.

Fortunately, there is a better way. By integrating Salesforce, the industry-leading customer relationship management (CRM) tool, with Sage Intacct, the best-in-class financial management software, your business can grow more efficiently, with less manual work, fewer errors, and greater visibility—all from a single business platform. 

Benefits of Salesforce integration with Sage Intacct

Integrating Salesforce with Sage Intacct gives growing businesses a fully automated order-to-cash process that saves time and accelerates cash flow. 

The integration is seamless. When you enter data into Salesforce, the data instantly appears in Sage Intacct—there’s no longer any need to rekey your Salesforce data into your accounting solution. Likewise, when you create a customer profile in Sage, an account and contact is automatically updated in Salesforce. And when you enter payments in Sage, the balances are added in Salesforce.

When you combine your CRM and accounting in one business platform, you also streamline communication and collaboration between your sales and finance teams. Your sales team will still work in Salesforce, and your accounting team will still work in Sage Intacct. But there will no longer be any need to jump between systems and rekey information. 

Sales and service teams can access customer information or accounts receivable details in either Salesforce or Sage Intacct from anywhere. In addition, any messages posted in Salesforce will instantly appear in the same transaction or record in Sage Intacct, enabling back-and-forth conversations that are automatically stored in both systems. 

Get the integration you need

Clear Cloud One provides businesses with a single business platform for communicating in real-time. By connecting Salesforce with Sage Intacct, our CPAs and Salesforce certified professionals can help you scale your business efficiently and increase profits without the headaches of managing multiple business systems. Contact us today to learn more.

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