Salesforce Meet Accounting: A Sage Intacct Story


A Salesforce integration with an accounting system isn’t a small luxury. For most companies, it’s essential. That integration is what ties the actions of service and salespeople in the field with the needs of the accounting group in the back office. Each audience has different needs and different requirements, but each owns information crucial for the organization to be successful. Making the systems talk to each other isn’t a single event, of course. Connecting Salesforce and accounting is an ongoing, moment by moment, real-time challenge. The smallest mistake means at minimum a loss of credibility, at worst a breakdown in processes.

Connecting Your Future

At Alta Vista Technology we’ve come up with incredible products to bridge the gap between different systems. But wouldn’t it be better if you didn’t have to introduce yet another software to the equation? In a perfect world, each system would be independent to allow each to be the very best offering possible, yet be capable of communicating natively.

Fortunately, Sage Intacct has worked with Salesforce to build an integration between the two products.

Once enabled a series of options are presented:

Only a fraction are shown here. But this gives the idea of how fine-grained the integration can be. Custom fields made within each system is visible to the other, all with a few checkboxes. No programming required. Just point, click, and connect.

Diehard Salesforce fans love Chatter, and Sage Intacct uses the same technology native within the ERP system. Imagine chatting about delinquent receivables and allowing salespeople to have visibility to that conversation.

So now you can have the best-in-class solutions for CRM and ERP systems.

Searching for a better connection? Drop us a line by phone at 855.913.3228 or head over to our contact page and fill out our web form and we will reach out to you within 24 hours! At Alta Vista Technology we take pride in being part of your solution.

Published by: Alta Vista Technology - Originally posted on the AVT Blog!

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