The New Power Couple?
Here are 5 of the most important things to know about Salesforce and Sage Intacct Integration
Of all the benefits that businesses and organizations gain from integration, efficiency ranks among the top. Operational efficiency increases as the integration streamlines the sale to cash process – meaning that integration allows invoicing and revenue recognition to be automatically triggered in Intacct once Salesforce indicates that a sale has been completed. Integration also saves your staff time by eliminating duplicate data that often occurs between sales and finance departments, and reduces many common errors that occur during transmission of information when integration is not in place.
2. Broader Scope of the Customer Journey
In order to build upon your current client base, it’s important to understand the various components of the customer journey. The integration of these two cloud software programs can help you do just that. For instance, with integration you can easily track client projects from the early stages of acquisition to the end sale, allowing you to see the uninterrupted course of customer acquisition to long term relationship building.
3. Real Time Data
Sales and accounting departments need access to real time data to work efficiently and make important decisions. When these two departments aren’t effectively integrated, getting the data they need – when it’s needed – can be a challenge. Integration eliminates this common obstacle for businesses.
4. Greater Visibility for Your Sales Department
Sales teams are the driving force behind many businesses. The problem is they’re often left to work their magic without a deeper understanding of how their results impact the company’s financial bottom line. Salesforce and Intacct integration provides your sales team with a broader vision of the importance of their role in your company. Often there’s friction (not to be confused with tension) between Sales and Finance. It isn’t that these groups don’t get along but that there tends to be lots of back and forth between them. Sales reps are often paid commission not based upon what they sell but what is collected. They are always eager to know what payments have come in. With a properly integrated system Sales no longer has to reach out to Finance – invoicing and payment history can be right at their fingertips.
5. There’s Value in Working with a firm that Provides Integration Services (and a Sage Intacct Partner)
Before you make a decision about Salesforce and Sage Intacct integration, one of the most important things you can do speak with a firm that provides integration services that can work with you to solve the challenges that are unique to your business or organization.