Sage Intacct & Salesforce: A Powerful Pair

The Sage Intacct CRM Integration links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution giving you a full view of every customer. You see data related to donors, giving, fundraising cost, F/R efficiency ratio, grant revenue, and campaign/event data. You can track trends, performance, outcomes, as well as view financial calculations from both donor and financial data.

Don't wait for weeks to know where you are and where you need to go. It's all instant, real time, and at your fingertips.

Key Benefits of Integrating Sage Intacct & Salesforce

  • Save time and reduce errors by eliminating duplicate data entry between finance and sales
  • Increase sales team effectiveness with greater visibility into the financial impact of their activities
  • Increase finance team productivity with automation of workflows, including order-to-cash

Point & Click Integration Setup

Setup an integration to Salesforce with ease. The Sage Intacct CRM Integration was pre-built on the Salesforce1 platform. There's no need for expensive third-party integrations, IT support, or custom consulting. With the integration, you just point, click, and connect your business applications. With a fully integrated system you will achieve greater accuracy and save time by eliminating the need for finance to re-enter information. The integration allows you to create grants, programs and projects from a Salesforce opportunity.