Sage Intacct vs. ContactsFlow (formerly Shared Contacts for Gmail™)

It depends on the scale and nature of the organisation, but for a business like ours, i.e. a medium sized business with several entities operating in more than one location with different currencies, I think it is a very good fit. It is relatively easy to get to grips with and provides a good level of functionality.

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Shared Contacts for Gmail is well suited for organizations that generate and coordinate long term partnerships and that have a big remote working component as a main form or working. It is less appropriate with organizations dedicated to sales and performance based ways of working. I would recommend it for medium size organizations.

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• Excellent roll-up reporting of various categories of expenses across multiple depts. Data is not siloed when we want to find all revenue sources across business entities, for example, or even down to details such as what is spent on "discretionary" expense elements.
• Coding nomenclature is flexible and makes sense across business areas. Again, this allows for both more effective capture of data and with reporting slices and iterations.
• Sage Intacct's open architecture (availability of APIs and already existing hooks) has made integration with other system tool-sets easier than we would ever have thought.

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• Helps manage contact lists and distribution lists.
• Eliminates the need for the use of an additional platform, like a CRM, to manage contacts.
• Makes it easier to share contacts with a targeted audience with the flexibility to be selective about who the data is being shared with.

• The budgeting module is archaic. It needs to have more application features, including tracking changes made throughout the year.
• The creation of reports is complicated and lacks sufficient filtering options during the process.
• The Purchasing module should be more flexible, allowing users to add change orders to an existing PO rather than creating a new one.

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• I have been looking for a way to share our contacts within our organization for a while now. This process really improves how we were doing it within Google Sheets.
• My only negative is that it has taken so long for it to be functional within Google.

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Sage Intacct is continuously evolving and increasing it's functionalities. I am excited to attend conferences to learn what is in the roadmap for future releases. Additionally, using Sage Intacct allows me grow as a professional, I am really enjoy the knowledge that I have within the product to be able to share my experiences.

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The ease of use as a seasoned user is wonderful; however, new users struggle to adapt to the program efficiently. Better training videos--all in one location--would be beneficial. The use of a "sandbox" environment is a great tool for new employees or for the fiscal department to test certain journal entries or other transactions to verify accuracy of data.

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Very easy to use. Mostly related to the design of the program, but also due to the layout. I find it easy to find what I am looking for. As noted in earlier comments, greater implementation of AI would probably make the program even easier to use, as sometimes finding certain functions is not entirely transparent.

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There has only been one occurrence where Sage Intacct was not available to me, however I had already been working a number of hours trying to get a project completed. It honestly allowed me to step back and take a much needed break.

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As fas as integration is concerned I don't feel this slows Sage Intacct down at all. However, sometimes I do feel it takes some larger reports more time to load due to all the detail. As well as, I "move very fast" in my motions so sometimes I double click on fuctions too quickly and the system seems to think that I have a duplicate request.

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Only a few times have we had to reach out to support, and every time we did, we received a relatively quick response and a solution was found fairly quickly. Only once was there an issue that took longer than a week to resolve, but it still did eventually get solved.

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I have taken in person training classes at several of the annual Sage Intacct user conferences. It is very interactive and the trainers are very easy to follow and understand. They are great at getting everyone in the class involved. They also make sure everyone has learned to task before moving to a new one.

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The free training is very minimal. For what we pay for the service, I would like more training. We end up training new users in-house because the provided free training is not nearly comprehensive enough. That being said, the training provided, for the material covered, was adequate and relevant for the given topics.

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I would not use a thrid party administrator to implement your system, especially if you are going to be modifying the system at all. Use Intacct implementors as they will be able to better support you on any issues that come up after you go live.

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We evaluated Sage Intacct alongside many other options, but Blackbaud and NetSuite were the frontrunners. They all were cloud-based and capable systems, but for our team, Sage Intacct was the clearer choice for a few reasons.
First, usability. Our team has varying levels of accounting experience, and Sage felt more intuitive across those different levels. The others could be powerful, but it also felt like it required more technical depth to navigate day-to-day, which was a concern for a small team. Second, functionality out of the box. Sage Intacct had more of what we needed built in without requiring a significant number of add-ons, which kept the solution simpler and the pricing more predictable.
Third, nonprofit fit. Sage Intacct is purpose-built for organizations like ours, and that showed in the functionality available and the system's overall design. And finally, our implementation partner, RSM, was well-versed in Sage Intacct and gave us confidence that we would have the right support behind us. That partnership was part of the overall value of choosing Sage.

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My company used Zendesk Sell for a while, but the profiles weren't as manageable and easy accessed as Shared Contacts [for Gmail.] It resulted easier to update the contact information within Shared Contacts [for Gmail] and maintain the contact flow, than updating in Zendesk, and then manually go into gmail and continue the conversation. As well we don't use Shared Contacts [for Gmail] alone. We do accompany it with an internal operations system, were we manage the clients profile, but the combination between the two is perfect.

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You can do a lot with this system and integrate it with a lot of your additional systems you use daily.

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• Positive - It runs better than our old software when we all work together, rather than having to sign off on each other and deal with syncing issues.
• Negative - It's not as easy to go back to fix an amount, a date, etc. Sometimes, a very small mistake needs to be corrected by voiding and redoing the entire transaction.
• We can successfully sync other software we use with Intacct! It reduces workload when things are automated.

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• More contact with clients
• Keeping track of contact information no matter the places
• Clients like the familiarity that is created by the constant check on them

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