Sage Intacct has a built-in integration to Salesforce, giving you the best-in-class cloud accounting software with best-in-class cloud CRM system, which in turn gives you a full view of every grantor, donator and customer. You can see data related to donors, giving, fundraising cost, F/R Efficiency ratio, grant revenue, and campaign/event data. You can track trends, performance, and 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.
Set up 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.