Integrating Sage Intacct and Salesforce bridges the gap between finance, sales and operations to create a consistent, end-to-end view of all customer information and activities. Armanino not only implements the standard, out-of-the-box Sage Intacct and Salesforce connector, our Sage Intacct and Salesforce certified consultants can customize the connector to meet your business-specific needs.
Armanino provides coding and development support services to help your internal team customize your Sage Intacct to Salesforce connection.
- Create and Maintain Any Dimensions from Salesforce: Out of the box, only customers and items can be created from Salesforce into Sage Intacct. Armanino creates dimension records from Salesforce into Sage Intacct based on opportunity stage.
- Improved Opportunity Product Selection: Out of the box, Salesforce requires users to assign products one at a time. To streamline this process, Armanino’s custom solution allows users to add multiple products to a queue and submit them all at once, resulting in significant timesaving; it’s as easy as adding items to you online shopping cart.
- Increase Contacts Capacity: Out of the box, can only sync a limited number of contacts and contact information on opportunity pages. Armanino’s custom solution adds additional capacity, allows users to auto-sync a larger number of contacts and a larger amount of contact information on opportunity pages.
- View Corresponding Transactions: Out of the box, users cannot view corresponding transactions within Salesforce and Intacct in the same window. Armanino developed a solution that enables users to open Salesforce from within Intacct in the same window to cross check transactions.
- Link Opportunity Status to Invoices: Out of the box, users cannot see a change in opportunity status from Salesforce on an invoice housed within Sage Intacct. Armanino created a custom workflow to allow Salesforce edits to opportunity status to sync to Sage Intacct invoices.
- Other Customization Requests: Armanino can also address other customization requests including streamlined payment processing and auto-synchronizing transactions.
Choosing the right partner is even more important than choosing the right software. Armanino’s experienced CPAs and former CFOs understand your struggle to get the information you need, where and when you need it. We have deep experience with both Sage Intacct and Salesforce, helping our customers connect the two systems for improved processes such as CPQ, quote-to-cash or lead-to-cash. Our dedicated consulting team has completed more than 1,500 Sage Intacct implementations, customizations and integration projects for a wide variety of industries, and our entire development/implementation team is Sage Intacct certified. Armanino has also been named Sage Intacct Value-Add Reseller (VAR) Partner of the Year for 8 years.
Integration Approved Countries:
Armanino’s cloud integration solutions offer near limitless connection options. Our industry expertise and experienced team of finance professionals allow us to create both commercialized point-to-point solutions and enable unique proprietary and industry-specific integration ecosystems. As a Premier Sage Intacct partner for over 10 years, we have a dedicated team of integration consultants and developers who have completed more than 1,500 projects. With nearly 100 different system connections.