Function : Integration   |  Solution :  Sage 300, Sage CRM   |  INDUSTRY:  All

High in the cloud is the combined powers of Sage CRM and Intacct. Our configurable integration gives end-to-end visibility so you can discover new leads and close more opportunities. With field mappings and order entry synchronization, shift your energy and focus from operational details to strategic vision.

 

Reduce Data Entry Errors  Increase Efficiency Integrate

 

 

Why should you use this tool?

This is a critical tool for volume based business. It allows organizations to record the required details and seamless reports with the compliance information.

Sage CRM Intacct Integration
Software Requirements
  • Supported versions of Sage 300

Features & Benefits

  • Automatic Synchronization: A seamless integration and alignment of contacts and accounts to create a single source of truth. 
  • Accelerate Cash Flow: Save time by streamlining CRM quotes and orders with Intacct Order Entry transactions. Plus, scale billing by synchronizing your team’s billing, revenue schedule, and expense amortization.  
  • Improve Productivity: Flexible setup to share data across systems and configure specific workflows for better cross-departmental collaboration.

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If you are interested in Sage CRM Intacct Integration and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

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Bharti_Meisuria

Bharti Meisuria

Development Team & Management Consulting Practice Leader - Bharti brings a diversified experience in HR applications, CRM, and ERP with a strong focus on custom software design and development. In addition to her broad technical background, Bharti also has experience working internationally and has the ability to provide clients with immense planning, and project management support.