Sage Intacct Salesforce Integration

Sage Intacct Salesforce Integration

Are you looking for a Sage Intacct Salesforce integration solution to automatically read and write data to and from Sage Intacct and Salesforce? Or are you looking to improve employee and company performance by removing repetitive data entry tasks and increasing the visibility of data across departments?

Codeless Platforms’ Sage Intacct Salesforce integration solution provides you with the ability to read and update Sage Intacct and Salesforce to reduce costs, remove data entry errors, increase employee productivity and drive company performance.

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud applications to talk to each other to enable seamless Salesforce and Sage Intacct integration and business process automation capability.

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Salesforce Sage Intacct Integration Brochure

Learn how integrating Salesforce and Sage Intacct can save your organisation time and money and improve the visibility of critical data.

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Sage Intacct Salesforce Integration Scenarios and Benefits

The Sage Intacct Salesforce connector has a user-friendly interface to provide the mapping of business data between Sage Intacct and Salesforce. An employee process can be automated through BPA Platform by dragging and dropping icons onto a canvas and linking them together in a process flow. The correlation of these tools replicate the physical employee process to your exact business rules.

Common Sage Intacct Salesforce Integration scenarios include:

• Automatically update Sage Intacct when a new customer and contact is entered in Salesforce
• Dynamic, event-driven synchronisation of customer status between Sage Intacct and Salesforce, e.g. customer placed on hold in Sage Intacct due to financial status
• Automate the synchronisation of customer information
• Automatically create and distribute sales invoices in Sage Intacct when a sales opportunity is won in Salesforce
• Automatically synchronise customer purchase history to facilitate cross/upsell opportunities
• Automate the synchronisation of inventory availability and product lists between Sage Intacct and Salesforce
• Include non-Salesforce or Sage Intacct users within workflow processes that start outside of either system

Commercial benefits gained from Salesforce integration with Sage Intacct include:

• Removal of repetitive bi-directional data entry tasks
• Reduced administration errors
• Improved employee productivity
• Reduced operational costs
• Increased visibility of critical business information from Sage Intacct and Salesforce
• Reduced company exposure to financial risk