Sage Intacct Advanced CRM Integration paths
Related information
Related topics
The Sage Intacct Advanced CRM Integration is the next generation of integration between Intacct and Salesforce. It lets you combine the best of Salesforce and Intacct to complete the sales-to-billing life-cycle, share valuable data, and gain visibility and insight into your customers.
The Advanced CRM Integration offers integrated workflows and record synchronization between Intacct and Salesforce for:
- Contract billing, including contract modifications and renewals
- Account and Contact synchronization
- General Ledger and Journal Entry
- Product and Price Book synchronization
- Project and Task support for Intacct Project Accounting
There are many ways that you can configure the Advanced CRM Integration. Below are several configuration paths that you can follow to configure the Advanced CRM for your specific needs. Select one path, or all that apply to your business. The choice is yours.
Configure the Advanced CRM Integration for Contracts
Configure the Advanced CRM Integration for Nonprofits
In this topic