Accounting Software for Salesforce.com

salesforce and intacct If you are already using Salesforce.com, InnoVergent can show you how to integrate Intacct’s Order, Expense and Financial functionality creating a seamless lead-to-cash process. Complete the sales cycle, manage employee expenses or run your entire business using one integrated on-demand solution.

Complete the Sale in Salesforce

Intacct’s Order Management functionality lets you use the familiar tabs in Salesforce to create sales quotes, convert existing quotes to orders, verify pricing and inventory, and track fulfillment in real time.

From the Accounts tab in Salesforce, for example, you can see customer aging, customer backlogs and transaction ledgers. Monitor customer order status, order analysis, sales register, sales analysis and shipments.

Sales representatives can see complete customer records, including billing issues, support cases, and more. Warehouse managers can instantly view approved sales orders on the dashboard, while finance staff has insight into support issues when calling customers to collect payments.

Run Your Entire Business on One On-Demand Solution

Connect Intacct and Salesforce.com

Now you can quickly connect Salesforce.com to Intacct or Intacct Plus utilizing Intacct MAX™ for AppExchange. It’s the easiest way to add financial management, supply chain management, business intelligence and project management to your CRM solution.

Synchronize Your Data

With every data entry, the information in Intacct and Salesforce.com is automatically synchronized. Don’t spread your business information across silos. Run your entire business on the best CRM and financial management software on the Web.

Streamline Your Operations

With Financial Management software system, sales representatives can manage opportunities from quote to order. Accounting will have insight into customer support issues when collecting payments. And business managers can instantly react to new orders published on the role-based dashboard.