Sage Intacct Contracts & Salesforce Integration
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Are you a subscription business and looking to streamline your sales to finance workflows?
The Sage Intacct Contracts & Salesforce integration enables you to convert an opportunity to a contract when you create an opportunity in Salesforce. You can then create a Sage Intacct contract off the back of it. Within that contract, you can sync the invoice payments which can then be viewed within Salesforce too.
Watch the Sage Intacct contracts & Salesforce integration in action
20 minute overview
Press play on the video to begin watching (no details required) an overview of the contracts & Salesforce integration in action. The video will show you the new contract workflow, the additions or upsell workflow and the contract renewal workflow. Ideal for subscription-based businesses looking to streamline their sales to finance process.
A powerful and out of the box integration
See Sage Intacct information directly from within Salesforce
Use Chatter to communicate between teams to let them know an invoice has been paid
No need for extra Sage Intacct licenses to use the integration
Directly create contracts and invoices from Salesforce
Sage Intacct is the #1 B2B subscription billing platform as rated by G2
"Sage Intacct’s revenue recognition solution lets us keep everything centralized, even though we’re managing fairly complex, multi-subscription contracts on annual or quarterly billing schedules. The system does a good job of handling different revenue recognition templates for each subscription type – improving our whole order-to-cash process and increasing the accuracy of our financial data. Now, when our sales team closes a deal in Salesforce, order details are automatically added to Sage Intacct, my team validates the revenue schedule, and then generates an invoice in just five minutes."
Speak to a Sage Intacct specialist
If you have any questions about Sage Intacct, would like to organise a personalised demo or if you would like to talk about how much Sage Intacct costs, fill out the form below and a Sage Intacct specialist will give you a call back at a time that suits you.
Why choose itas as your Sage Intacct partner?
At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.
The change to any new platform is a journey, and we will be on that journey with you, every step of the way.
