9ReasonsIntacctCRMIntegrationBlog

9 Reasons to use Sage Intacct’s Advanced CRM Integration

In Sage Intacct, Salesforce by Sophie Galtress

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Sage 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 the top 9 reasons as to why you should use Sage Intacct’s Advanced CRM Integration!

One Application for the Future of our CRM Integrations

The Salesforce connector has been built by the Sage Intacct team and one of the benefits of this is that it’s covered under the ‘Buy with Confidence’ guarantee. The Sage Intacct team has a brilliant relationship with Salesforce and because of this, they work alongside each other to ensure that Intacct is compatible with Salesforce upgrades.

The connector works with a wide range of Salesforce modules including the traditional Salescloud, which will be your opportunity management. However, it doesn’t sit on the same platform as Salesforce but it’s not a bad thing! It actually brings with it a lot of benefits which I will be going over later on in the blog.

One of the reasons behind the integration is that it will support all configurations. So, as your business grows, you will adapt your Sage Intacct configuration as well as your Salesforce. It gives you the ability to tailor it towards your business and supports multi-currency and multi-entity environments.

Advanced CRM is a ‘Managed’ Package

The CRM is a managed package on the Salesforce platform. One of the great things about this is that it is upgradeable, which means it can receive enhancements. You can create custom objects and components within Salesforce, which won’t count towards your org limits.

The Sage Intacct team will go through all of the Salesforce security reviews as part of their process. They manage to get early access to ensure that they can maintain compatibility.

Real-time Synchronisation

This is a specific, real-time integration where the data gets updated immediately in multiple directions. There are a number of specific fields that are created within the system to allow this, which is instantly visible. You can pull up any record in Intacct to see whether it has synced or not.

If you were to go into an account and update, but it’s not Intacct relevant material, it doesn’t push across. Intacct is all about real-time information and real-time reporting. This means that there are no more nightly synchronisation jobs. The updates sync immediately. You don’t have to wait for the two systems to align.

Salesforce Lightning UI Certified

The Sage Intacct Advanced CRM Integration works with the Salesforce Lightning UI, as well as Salesforce Classic. It doesn’t matter which version you’re using because it is compatible with both versions.

Salesforce Object Synchronisation

The integration allows you to sync a number of different objects. One of the main ones is contacts, followed by accounts and you can also sync across contracts and projects if you’re using those modules in Salesforce and Intacct. It also allows you to view this information in both systems so you can see that information from both sides.

Simplified User Management

Once you have purchased the package, there is a special user license that you have for CRM, so you don’t have to pay for every Salesforce user. You can actually share that information without having to incur an additional license cost. The set up for this would only last between 2-3 minutes maximum to set up a new user. You don’t have to worry about having complex Salesforce permission set up’s either.

IntacctGuidedTourCTA

Enhanced Field Mapping

Intacct has the ability to do the mapping for you. You can map fields across for both systems and this can also be managed as you grow. If you’re adding new fields, it allows you to tailor that across both systems.

This is a really flexible system and gives you a measure of control, without having to be a developer, code-heavy person. Therefore, you can control the integration to suit you and your business.

Customisable and Developer Friendly

For those of you who are developers and work with code a lot, then you’ll be happy to know that you can use Sage Intacct Apex classes in your own code to call sync functions. There are advanced developer capabilities that you can use to create all sorts of wonderful things.

Dimensions and List Synchronisation

One of the good things is that Intacct maintains the required fields and syncs a lot of core and minor objects. Most dimensions such as projects, customers, items are actually shared across both systems so you don’t have to maintain those in both. A lot of integrations don’t actually do this for you which could lead to errors etc.

Managed Lists

  • AR Terms
  • Territories
  • Exchange rate type
  • Billing templates
  • Renewal templates
  • Project type
  • Project status

Dimensions

  • Customer
  • Item
  • Entity/Location
  • Project
  • Department
  • Class
  • Employee

Contract Billing Integration

One of the things a lot of people don’t know is that the Sage Intacct integration gives you the ability to create contracts from opportunities. There is a contract billing integration that you can use to carry out this process. You can also do this with projects as well but I won’t be going into this in this blog.

Please, don’t hesitate to contact us if you have any questions or queries! Also, check out our recent Sage Intacct blog, Sage Intacct VS FinancialForce.

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