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Sage Intacct and Salesforce: Better Together

Integrating the finance and sales departments by integrating the technology each runs on has a number of practical applications.

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Integrating the finance and sales departments by integrating the technology each runs on has a number of practical applications.

Salesforce empowers sales and marketing teams to locate prospects, nurture leads, and close deals with more precision (and success) than ever before. By taking a cloud-based, data-driven approach to customer relationship management, Salesforce CRM serves as a powerful revenue-creation engine for companies across industries. Here’s the only challenge: When Salesforce is isolated over in sales and marketing , there’s an organizational obstacle preventing financial data from flowing seamlessly through the company over to where it really needs to go next—the finance and accounting department. Impressive as Salesforce may be, it works markedly better when it integrates with other financial technologies.

Fortunately, integration is achievable and easy, thanks to a development partnership between Sage Intacct and Salesforce. As cloud platforms of similar quality with a complementary purpose and an overlapping user base, it only made sense to build a pipeline between the two. It takes just a few clicks to set up that pipeline and let data flow both ways between Sage Intacct and Salesforce.

Integrating the finance and sales departments by integrating the technology each runs on has a number of practical applications. For example, Salesforce quotes instantly translate into Sage Intacct orders to speed up quote-to-cash via automated workflows, and revenue recognition becomes far more refined once sales and accounting data automatically sync. More exciting than any individual process improvement, however, are the strengths that companies gain when sales and finance start to work in perfect harmony:

Improve Efficiency Across the Board

Currently, moving data from sales to finance requires a lengthy process of manually entering duplicate data. It’s inefficient and error prone. It’s also unnecessary once technology allows these two departments to seamlessly exchange information. Professionals in both departments save immeasurable amounts of time, along with the frustration of doing data entry.

Track Customers Beginning to End

Companies must understand each component of the customer journey to have any hope of improving it. With the Sage Intacct and Salesforce integration, there’s no interruption as someone transitions from a prospect into a client. It’s seamless for the customer and for everyone helping him, creating new opportunities for companies to distinguish themselves through service.

Share Data in Real Time

Finance and sales are separate departments yet have many of the same goals and utilize a lot of the same data to achieve them. Having a pipeline to share data in real time means everyone has access to the most complete, current, and accurate data available, improving decision making across two departments and shoring up the bottom line in the process.

Facilitate Collaboration & Innovation

Sales staff and accountants are natural partners. When they’re connected by technology and share access to each other’s data, there’s unprecedented potential to collaborate, eliminate common pain points, and identify exciting ways to innovate things inside and between departments.

Uncover New Insights

The “financial performance” of a company is really a measure of both sales and finance. Once companies have visibility across departments, they can start to understand the good and the bad of financial performance holistically—and arguably accurately for the first time ever.

Sage Intacct and Salesforce undoubtedly work better together, as do the finance and sales departments. Put the pieces in place with the help of blumshapiro.

 

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