Intacct MAX for Salesforce CRM seamlessly connects the leading best of breed cloud financials and CRM applications, Intacct and Salesforce CRM, empowering your organization with a full 360-degree view of your business.
Delivered as an Intacct-developed and supported integration, Intacct MAX for Salesforce CRM helps sales and finance teams communicate effectively and work more efficiently – all while eliminating the need for an expensive and complicated 3rd party integration, heavy IT support or custom consulting.
Benefits:
Automate your quote-to-cash process allowing you to create a booked order from an opportunity with a single click, eliminating manual data entry and the risk of errors
Empower sales with the ability to improve customer relationships by providing real-time access to back office information like customer, product, pricing and fulfillment details
Streamline cross-departmental workflow by having sales transactions automatically trigger finance processing, product and services fulfillment
Save time and increase transaction accuracy by automatically capturing finance information such as recurring billing, revenue recognition and renewal information directly from Salesforce CRM information
Increase operational efficiency with a streamlined user experience by providing single sign-on and the familiar Salesforce CRM dashboards and interface for your sales team
Free IT to work on value-added projects by deploying plug and play Intacct-developed and Salesforce CRM certified integration with no custom development required
Improve accuracy and timeliness of information across all departments, ensuring optimized decision support and operational consistency
