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5 Important Things to Know about Salesforce and Sage Intacct Integration for Your Business

Will Cramer – Tuesday, May 14, 2019

Venn Technology - Salesforce - Sage Intacct You’re always looking for new ways of streamlining business operations while providing a superior level of customer care. The secret behind achieving this perfect balance is often found in integration. Any time that you can combine two or more components of running a business to the point that they work together seamlessly, it’s going to have a positive impact on your operations. This is why more businesses are investing in Salesforce and Sage Intacct integration. Maybe you’ve considered it but aren’t sure if it’s the right move for your business. Here’s what you need to know about integrating Salesforce with Sage Intacct today.  

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Sage Intacct 2018 R4 Release

Will Cramer – Friday, November 30, 2018

Note: full release notes can be found here.

Curious about Sage Intacct's 2018 R4 release? We’ve summarized the numerous new features as briefly as possible, with links to relevant videos and demos.

As Julie Adams, VP of Product Management at Sage Intacct, reiterated in her video summarizing the new R4 release, “our goal is to be the first and last cloud financial management solution you’ll ever need.” This release helps Sage Intacct continue with its constant improvements; it dramatically expands budgeting functionality, offers assistance for nonprofits dealing with new revenue recognition guidelines, introduces an interactive custom report writer, allows automated periodic allocations for account balances, adds more scalability to Advanced CRM Integration, and much more.

 

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How a Nonprofit Can Use KPIs to Achieve their Return on Mission

Kim Anselmo – Friday, June 08, 2018

    KPI Metrics for Nonprofits

    In the for-profit world, there is a return on investment, or commonly shortened to the ROI. However, in the non-profit world, you have what is called the return on mission or ROM. In many instances, that ROM is achieved or at least it helps to achieve it, by monitoring Key Performance Indicators (KPIs) on a dashboard from your business management software solutions, such as accounting software, fundraising software, and/or grant management software. All this information should be readily available in your dashboards to be able to drill down on them and view the real-time information for your non-profit organization.

     

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How to Overcome the Biggest Nonprofit Pain Points

Romy Andrews – Friday, April 27, 2018

Nonprofit Accounting Software Pain Points | Resource GroupSage Intacct recently conducted a survey of nonprofit financial professionals, spanning small to large organizations with both single and multiple entities across a wide range of industries. Below is what your peers shared with us as their biggest pain points as part of the survey, as well as how to overcome them.

Biggest Nonprofit Pain Points

Below are the top 5.

Reporting

Nonprofit survey respondents said the #1 biggest pain point is that reporting is manual and time consuming, which causes the following problems:

  • Delayed reporting
  • Error prone spreadsheets
  • Lost time and inefficiency: especially for multi-entities that need to be rolled up

The survey also revealed that over 20% of respondents spend >40 hours per month consolidating data into Excel, and over 45% spend at least 25 hours.

 

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Is Your Nonprofit Ready to Replace Dynamics GP?

Romy Andrews – Monday, February 26, 2018

6 New Enhancements for Your Dynamics GP System Now Available

Having been a Microsoft Dynamics GP partner for 30 years, we understand why some nonprofits think of GP as "Great Pains." GP was very useful for a long time but lacks cloud access, fund accounting, grant management, dimensions, and other things that can shave weeks off of monthly closings and preclude the need to add finance staff, even as transactional volumes increase.

Is it time to transition your organization's accounting software? It's challenging to navigate today's dynamic environment with technology that was designed pre-internet. With increased oversight, competition for funding, and expanding compliance requirements, your organization should be leveraging the modern technology available today. Do you find your organization struggling with lack of flexibility, real time visibility, easy reporting, and automation of key processes? Would you like to enjoy easy integration between your solutions, providing instant visibility to key metrics, outcomes and performance?

The technology revolution has made these types of functionality the norm rather than the exception. It is critical to work with an easy-to-use system that supports an evolving environment. To maximize your Return on Mission, you'll need a modern, best-in-class cloud accounting solution: Sage Intacct.

 

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2019 Accounting Software & Financial Management Buyer's Guide

2019 Accounting Software & Financial Management Buyer's Guide

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