Infor CRM Sage Intacct Integration

Infor CRM Sage Intacct Integration

Are you looking for an Infor CRM Sage Intacct integration solution to include Infor CRM users in workflow processes that start outside of Infor CRM? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms Infor CRM integration solution for Sage Intacct provides organisations with the ability to integrate Infor CRM with Sage Intacct to automatically read and write data to and from each business system, improving data consistency and increasing cross-department collaboration.

Infor CRM integration with Sage Intacct can be achieved with BPA Platform. BPA Platform is an iPaaS solution that provides cloud-based, on-premises systems and cloud-to-cloud applications with the ability to talk to each other to enable seamless system integration and business process automation capability. BPA Platform provides you with a user-friendly graphical interface, enabling you to map business data into Sage Intacct and Infor CRM objects, replicating an employee process.

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Infor CRM Sage Intacct Integration Brochure

Learn how integrating Infor CRM (Saleslogix) with Sage Intacct or other business applications or web services will save your company time and money.

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Infor CRM Sage Intacct Integration Scenarios and Benefits

Sage Intacct Infor CRM Overview

Codeless Platforms’ drag and drop Sage Intacct Infor CRM integration solution provides you with a simple, straightforward way of reading and updating Infor CRM and Sage Intacct to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

The Sage Intacct and Infor CRM connector tool allows communication between BPA Platform, Infor CRM and Sage Intacct. This enables efficient integration between Sage Intacct, Infor CRM and your other business systems, via BPA Platform.

Common Sage Intacct Infor CRM integration scenarios include:

Sage Intacct integration with Infor CRM can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.

• Customer and Accounts: Automatically create and update new and existing accounts and contacts between Infor CRM and Sage Intacct with the associated Sales Representative linked
• Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into Sage Intacct when it has been created in Infor CRM
• Quotes: Automate quotes created in Infor CRM with Sage Intacct sales orders for processing
• Automatically upload ERP Items to Infor CRM
• Alerts and notifications: Automatically create an email alert to the relevant account manager when an account is placed on credit hold within Sage Intacct, so that they place the account on hold within Infor CRM
• Multilevel workflow approvals
• Allow Infor CRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Infor CRM Whitepaper

Commercial benefits of Infor CRM Sage Intacct integration when using BPA Platform include:

• Remove repetitive, time-consuming data entry and associated costs
• Eradicate data entry errors
• Increase employee productivity and company output
• Ability to run the entire business without additional administrative support
• Reduce operational costs
• Significantly reduce bespoke development times and costs
• Ability to adapt automated business process quickly to changing business requirements