Salesforce

12/01/22

Reading Time: 5 minutesAs the no. 1 ranked CRM in the world, its no wonder that those that love Salesforce want to make sure whatever accounting platform they use integrates well and there

19/08/21

Reading Time: 3 minutesIf you are currently using Salesforce you may be thinking about streamlining your Opp to invoice workflow and looking at the options that are available to integrate your accounting software

06/08/21

Reading Time: 3 minutesThere 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

18/05/20

Reading Time: 4 minutesWith end of life approaching for Sage Financials, upgrades to Salesforce are still being rolled out which will benefit Sage Financials users in the short term. As a Salesforce user

17/01/20

Reading Time: 4 minutesSage Intacct Advanced CRM Integration is a single package installer to offer integrated workflows. It also records synchronisation between Sage Intacct and Salesforce. In this blog, I’ll be going over

29/11/19

Reading Time: 4 minutesIntegrating your CRM and finance platforms are key tools to improve productivity. This specific article is designed to address the many questions we get about the Sage Intacct and Salesforce

11/11/19

Reading Time: 5 minutesEarlier this year, Sage announced a rather drastic change to its product portfolio when they communicated they would be bringing a close to the development of their flagship cloud product

24/01/19

Reading Time: 4 minutesSalesforce has presented us with an extremely useful tool which allows the user to enable ‘Field History Tracking’. Once enabled, a history log for an object will display and is

04/12/18

Reading Time: 3 minutesIt is estimated that over 150,000 organisations across the world use Salesforce in some way, shape or form. Almost 83% of Fortune 500 companies use Salesforce. Anyone who has attended

01/11/18

Reading Time: 3 minutesHere at itas we are always looking for ways to make your lives easier. A big part of that is our internal development team. We have a dedicated development team

15/10/18

Reading Time: 3 minutesOver the past few years, the cloud has become a very popular thing. Giving people around the world the ability to store, access and share data anytime they want; with

03/10/18

Reading Time: 4 minutesCRM – What is it? CRM stands for ‘Customer Relationship Management.’ This approach is used to allow a business to manage their client interactions, all in one place. This is