There is a range of reasons why integrating your CRM with your accounting software is extremely beneficial and some of these reasons we will be diving into but specifically with Salesforce in mind.
Salesforce is the World’s leading CRM, so it is no surprise that its huge range of features and powerful capabilities make it so widely praised. One of those features is its powerful suite of APIs.
Salesforce has a vast API landscape, built to encourage its users to find new ways to integrate and extend Salesforce’s functionality.
So, why should you integrate your accounting software with Salesforce?
Reduce admin and improve productivity
Many businesses find that their staff are bogged down in mundane admin tasks that are extremely time-consuming and repetitive. Manual data entry, re-keying data across systems and trawling through emails to find information can be extremely tedious. With an integrated CRM and accounting system, you can share information across both systems, removing mistakes, saving time, and helping to reduce those time-consuming processes, ultimately improving productivity across your finance and operations teams.
Share financial information between systems
Being able to share financial information in both directions helps more than just your finance team. Sales teams can access financial information regarding their customers, helping encourage timely payment and chase up invoices. Your finance team can see what pricing has been agreed by the sales team without pestering the reps. Operations teams and management gain visibility of the end-to-end management of accounts, and everyone against the organisation is looking at one source of truth. With your whole team synchronised, you can effectively chase payments, gain visibility of past transactions, and speed up processes such as responding to customer queries ultimately resulting in a much healthier cash flow.
Increase Sales
Existing customers are 60-70% more likely to purchase from you again. By integrating your CRM with your accounting system, you can use your customer history information to your advantage, opening the opportunity for targeted marketing campaigns, cross-selling and up-selling campaigns. You could even create campaigns to encourage repeat purchases by enticing existing customers with vouchers or discounts for their loyalty – by doing this you are maximising your revenue opportunities whilst also ensuring customer retention. These are all things you could do from right within the system, with all information and data right at your fingertips.
Sage Intacct and Salesforce Integration
Sage Intacct comes with out-of-the-box integration to Salesforce, which offers real-time synchronisation. Whether you prefer Salesforce Lightning UI or Salesforce classic, the integration works seamlessly and is backed by Sage’s ‘Buy with Confidence’ guarantee.
At object level, the entities that are integrated between Sage Intacct and Salesforce are Contacts, Customer, Products, Projects, Price Books, Invoices/Sales Orders and Tasks as well as supporting multiple entities. The integration allows you to automatically sync all customer information, including any Salesforce custom fields too. You can also easily create invoices or orders automatically from your opportunity workflow and give your sales team the ability to view payment information and Aged Debt reports directly from within Salesforce which will help you speed up your Quote to Cash process.
Benefits of the Sage Intacct & Salesforce Integration
- Real-time integration
- Sync accounts, invoices and products across platforms
- View Sage Intacct reports from within Salesforce
- Create invoices and orders in Salesforce
- Full integration with Chatter
- The integration does not require you to buy extra Sage Intacct licenses
- The integration is built and maintained by the Sage Intacct team with a buy with confidence guarantee
Conclusion
We hope this blog helps you understand the reasons you should consider integrating your accounting software with Salesforce. If you feel like your current solution doesn’t have the ability to, or you are evaluating whether it is time to look at alternatives I would encourage you as a Salesforce user to take a look at our webinar ‘Sage Intacct and Salesforce Integration’ to delve deeper into the reasons why we brand Sage Intacct and Salesforce as ‘the power couple’! If you would like to speak to a Sage Intacct specialist, you can get in touch with us, or call us on 01824 780000 or email info@itassolutions.co.uk
We are a multi-award-winning, platinum Sage Partner, specialising in Sage 200 Professional, Sage 200 Standard, Sage Intacct and Sage 50 accounting solutions.
At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need. We will design a tailor-made business management solution specifically for you and your business, giving you the freedom to focus on what you do best.
