• MS Dynamics 365 CRM – Sage Intacct Integration

    Integration tool from Greytrix for MS Dynamics 365 CRM and Sage Intacct system.

  • 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.

    Key Benefits:
    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.

    • Future Ready as the integration (Dynamics 365 CRM – Sage Intacct) is hosted on cloud just like the 2 systems.
    • Sync SO Inquiry, AR Invoices seamlessly to gain data on Sales Order inquiry, AR invoices and additional customer details from Intacct to CRM with simultaneous processing of reports for real-time insights.
    • Update entities like Customers, Quotes, Orders from Dynamics CRM to Intacct software at the same time.
    • Hassle free import of data like Customers, Orders, Invoices etc. to Dynamics 365 CRM from accounting cloud ERP Sage Intacct.
    • Access data related to multiple companies to a single instance in CRM through ERP for a holistic view of opportunities effortlessly with Sage Intacct integration.
    • No Developers needed. Automate your Estimates, Invoices, Payments and more processes with easy-to-use plug and play connectors & automated workflows.
    • Eliminate errors and reduce data redundancy for increased productivity and drive more insights with Microsoft Dynamics Customer Engagement for Sage Intacct.
    • Provide restrictive access to Intacct data with GUMU™ Security Matrix allowing the CRM System Administrator to control data limitations.
    Greytrix GUMU™ Cloud certified team of techno-functional experts has a proven approach, methodology and experience for working on development, integration and implementation of CRM using SDK, CRM Web services and .NET API, Sage Intacct Web Services.


    System Requirements:
    To enable the integration, Sage Intacct users must purchase: Sage Intacct - Web Developer License
    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.

    Integration Approved Countries:
    United Kingdom; South Africa; United States; South Africa;

    Greytrix is one of the oldest Sage Development Partners and is globally recognized as a one-stop solution provider for Sage ERP and Sage CRM organizational needs. With over 22+ years of expertise and some reputed accolades, Greytrix brings complete end-to-end assistance for technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

    Greytrix offers migration services for legacy ERP systems to migrate to Sage Intacct (a Sage Business Cloud Solution). ERPs like QuickBooks | Sage 50 | Sage 100 | Sage 300 can easily migrate to Sage Intacct through GUMUcloud. With GUMU™ Cloud, our unique system integrator, we have attained the landmark of enabling 10+ Sage Intacct systems integrations. It supports Sage Intacct integrations with Sage CRM | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 | Magento | Rent Manager | Treez | Blackline | Avalara | Shopify. We also offer best-in-class Sage Intacct Development ServicesConsulting services, and integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. In addition, Greytrix constantly develops apps and products to enhance user experience. Add-on apps for Sage Intacct include Sales Commission and AR Lockbox File Processing.

    For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We would like to hear from you.

    Phone: +1-888-221-6661
    Website: https://www.greytrix.com/sage-intacct/
    Year Founded: 1998
  • Listings from this provider: