Intacct MAX for Salesforce CRM
Empower Your Organization with a 360-Degree View of Your Business
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.
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Intacct MAX for Salesforce CRM 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
Read the Intacct MAX for Salesforce CRM datasheet >>
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