Connecting ERP And CRM

Sage Intacct Integrated with Salesforce

Connecting Sage Intacct to Salesforce links one of the best-in-class cloud accounting solutions with a best-in-class cloud CRM solution giving you a full view of every customer. It allows you to scale and streamline your business processes from end to end – connecting sales, revenue and finance from the initial transaction through reporting, forecasting and billing. Whether you utilize the standard Sage Intacct Connector to Salesforce or require a more advanced integration designed by our experts, your team will benefit from visibility across departments.

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SaaS Visual Effects Company Threekit Scales Finance and Accounting for International Growth
Case Study
Threekit Utilizes Sage Intacct Integrated to Salesforce to Manage their Growing SaaS Company
Learn how a rapidly growing SaaS company leveraged Armanino’s experience and the power of Sage Intacct integrated with Salesforce to scale their business.

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Key Benefits of Integrating Sage Intacct and Salesforce

Save time and reduce errors by eliminating duplicate data entry between finance and sales
When Sage Intacct is integrated with Salesforce it eliminates the data re-entry and inaccuracies that slow downstream approvals, billing and reporting. The connection of these solutions allows finance to get real-time visibility to customer and transaction data which enable sales and revenue teams to serve customers efficiently and accurately with access to transaction status, billing and payments.
Increase sales team effectiveness with greater visibility into financials
Giving the sales team visibility into financial information ensures  customer data and orders is accurate and consistent. The sales team can see real-time order status, billing and payments. Plus, a holistic lead-to-cash or quote-to-cash process minimizes data re-entry and inaccuracies as well as the ability to collaborate with teams helping accelerate sales, finance and services processes.
Boost finance team productivity with automation of workflows

Achieve flexible, configurable workflows between sales and finance to support the way you do business. When you integrate ERP to CRM, like Salesforce CPQ and Sage Intacct financials, it allows information to flow seamlessly from quotes or contracts to deliver accurate billing and better customer service.

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Advanced Sage Intacct To Salesforce Integration
Enhancing Your Powerful Solutions
Armanino works with companies to help assess the level of integration needed between Sage Intacct and Salesforce. We map out data connections between the two solutions so you can maximize the ROI while streamlining all your processes. For example, a seamless lead-to-cash process with automatic invoicing and revenue recognition once a sale is completed in Salesforce or Sage Intacct’s Project Accounting module can track customer projects with individual project drill-down capabilities. Let us help you discover the type of integration best suited for your business needs.

Experience and Expertise

For Sage Intacct, Salesforce and Integrations

When you partner with Armanino, you gain our team’s decades of experience working with business applications like Sage Intacct accounting software, Salesforce CRM as well as our understanding of how to connect solutions. Armanino has deep expertise to deliver personalized ERP assessments and roadmaps, strategy and transformation, ERP and CRM implementations, data migration, customizations and beyond.

Accolades and benefits of working with Armanino include:

  • Sage Intacct VAR Partner of the Year: FY 2021, 2020, 2017, 2015, 2014, 2013, 2012, 2011
  • Sage Intacct President's Club: FY 2021, 2020, 2019, 2017, 2015, 2014, 2013, 2012, & 2011
  • Salesforce registered consulting partner and certified
  • 100% of our Sage Intacct consultants are certified with Sage software
  • Seasoned consultants with industry experience as CFOs, controllers, accounting managers or staff
  • Pre-built, custom integrations and development
  • Dedicated application managed services team to proactively enable continued growth
  • Access to Armanino Academy to deepen solution knowledge through training and development
Sage Intacct
Lindy Antonelli - Partner, Consulting - Chicago IL | Armanino
Lindy is a leader for Armanino's midmarket cloud technology solutions. She has over 25 years of experience.

Chicago, IL
Mark Wagner, Consulting, Armanino
Mark provides oversight on Workday Adaptive Planning, Solver and Sage Intacct implementations.

San Ramon, CA
Ryan Prindiville - Consulting | Armanino
Ryan leads Armanino’s Consulting practice, helping to solve clients’ broad, increasingly digital business challenges.

San Ramon, CA
Sage Intacct News & Tips
Armanino Helps Westbrook Deliver the Future of Content
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Expert business management and technology services help the media firm manage enormous growth.

June 16, 2021
SaaS Visual Effects Company Threekit Scales Finance and Accounting for International Growth
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Improved reporting to align with international growth by implementing Sage Intacct and integrating with Salesforce.

July 21, 2020
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Leading construction SaaS company Dexter + Chaney eliminated manual processes by partnering with Armanino to deploy Sag...
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