Intacct MAX for Salesforce lets your sales team create a booked order in Intacct from a sales opportunity in Salesforce — with a single click. Sales staff can create sales quotes, convert existing quotes to orders, verify pricing and inventory, and track order status in real time, all from within their familiar Salesforce applications.
Eliminate manual data re-entry, deploy a single, integrated lead to cash process and give each member of both the sales and finance teams the information they need, where and when they need it, to operate more effectively and productively. Many Intacct customers have found that with Intacct MAX for Salesforce they no longer need to staff a person just to handle order management between sales and finance, freeing up resources to focus on more mission critical projects.
Intacct MAX for Salesforce also gives your salespeople instant access, from anywhere at any time, to key financial information like shipping, billing and collections data so they can provide better service to their customers. Automatically generate renewal sales opportunities in Salesforce before existing sales contracts expire, enabling your sales team to manage and forecast renewals and extensions
Hundreds of companies run their businesses on-demand with Salesforce and Intacct. Intacct is the only on-demand financial management and accounting system fully integrated with Salesforce. The two products seamlessly work together to connect your front and back offices and to streamline the lead to cash process.
Intacct is a long-term salesforce.com partner. For companies that enjoy the benefits of Salesforce for CRM, Intacct makes it easy to upgrade to on-demand financials from old-technology software financial applications. Visit the salesforce.com Appexchange to read what our happy customers are saying.
Intacct and Salesforce work together to:
- Deliver state of the art, integrated, on-demand financials and CRM
- Make both finance and sales more effective and more productive
- Eliminate manual data re-entry and help you gain visibility into your sales pipeline
- Provide everyone in sales and finance with the information they need, when they need it
- Dramatically reduce your IT and operating costs
