Gain real-time, bi-directional integration by integrating the best-in-class cloud accounting software Sage Intacct and multichannel marketing planning, sales lead tool Dynamics 365 CRM. The rich financial and operational insights from Sage Intacct help in automating complex processes while Dynamics 365 CRM streamlines your sales marketing teams with planning and tracking tools resulting in real-time data analysis prioritizing leads with multiple lead scoring models. Synchronize Sales Quotes, Orders and Invoices from Sage (to Standard tables/ Objects in MS CRM) seamlessly leveraging it to provide exceptional end-client experience. Contacts, Sales Order and Customers bi-directional data transfer takes place between Sage Intacct and Dynamics CRM. Product, Product Category, Salesperson is migrated from Sage Intacct to Dynamics. Quotes will migrate from Dynamics CRM to Sage Intacct as a Sales Order. Sales Invoices will migrate from Sage Intacct to Dynamics CRM.
Sales teams have access to ERP information in CRM like Customer Data, Sales Data, Invoices, Inventory, Multi-ship to address etc giving you a 360° approach towards your business. Reconcile invoices and payments automatically whilst integrating Dynamics CRM Accounts, Contacts, Products, Invoices to Customer, Jobs, Products and Orders/ Sales Invoice into Sage Intacct.
Sage Intacct Web Services.
As per the recommended system environment of Microsoft Dynamics 365 CRM and Sage Intacct applications.
A starter “Annual Subscription” pack of US$ 2400 for minimum 10 Users, Additional user @ US$ 240/year. Charged Annually.
Greytrix - a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customization, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include Sales Commission, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU™ integration for Sage CRM – Sage Intacct is also listed on Sage Intacct Marketplace.
For more information on Sage Business Cloud Services, please contact us at firstname.lastname@example.org. We will like to hear from you.