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.
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; United States; South Africa;
Greytrix offers migration services for legacy ERP systems to migrate to Sage Intacct (a Sage Business Cloud Solution). ERPs like QuickBooks | Sage 50 | | can easily migrate to through GUMU™ cloud. With , our unique system integrator, we have attained the landmark of enabling 10+ Sage Intacct systems integrations. It supports with | | | | | | | | | Avalara | Shopify. We also offer best-in-class Sage Intacct , , and 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 and AR Lockbox File Processing. is one of the oldest Sage Development Partners and 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.
For more information on Sage Business Cloud Services, please contact us at . We would like to hear from you.