Sage Intacct and Salesforce CRM are innovative integrations
December 13, 2021

Sage Intacct and Salesforce CRM are innovative integrations

Maggie Harder Lawrence | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Sage Intacct

It is being used to extend accounting in the environment of contracts, invoices, integrated data, predesigned invoices, and finally to achieve that Salesforce CRM has more resources with Sage Intacct with the integration. I remember that the accounting situation of the company was not the best of all, but then the decision was made to implement software that can be integrated with Salesforce and other financial calculations implements. Sage Intacct is preferred by users to restructure finances when they are not configured to have tangible results.
  • Salesforce CRM is very easy to integrate with Sage Intacct.
  • Financial calculations based on current data are automatically evaluated to avoid recurring failures.
  • I have never had complaints about the operation of Sage Intacct, the integration with Salesforce CRM is perfect, the contents to improve our experience are numerous, it has a large user community.
  • Integration with Salesforce CRM is a guarantee for increased ROI, this integration makes Sage Intacct functions work with other tools to drive direct sales.
  • Sage Intacct's value for money can be seen in the results of completed sales and the overall boost in finances.
The documentation, the huge user community, and the support make the configuration like a game, it is not difficult to understand what is the way to optimize the modules, also the configuration of the integration is easy to understand due to being connected directly ( have a predefined configuration).

Do you think Sage Intacct delivers good value for the price?

Yes

Are you happy with Sage Intacct's feature set?

Yes

Did Sage Intacct live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Sage Intacct go as expected?

I wasn't involved with the implementation phase

Would you buy Sage Intacct again?

Yes

In the business world, it is necessary to innovate to achieve sales momentum, you need a well-planned strategy and also tools that make the work can be executed in the shortest possible time, with Sage Intacct this can be achieved only if we have other tools such as Salesforce CRM, it is true that you have to consider the value for money of all software, but day by day Sage Intacct shows us that it has a good added value.

Sage Intacct Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
10
Fixed asset management
9
Multi-currency support
9
Multi-division support
9
Regulations compliance
9
Electronic tax filing
9
Self-service portal
9
Global Financial Support
10
Intercompany Accounting
10
Journals and Reconciliations
10
Enterprise Accounting
10
Configurable Accounting
10
Centralized Rules Framework
10
Standardized Processes
10
Inventory tracking
10
Location management
10
Pricing
10
Order entry
9
Credit card processing
9
End-to-end order visibility
10
Reimbursement management
10
Dashboards
10
Standard reports
9
Custom reports
10
API for custom integration
10
Plug-ins
10
Role-based user permissions
10
Single sign-on capability
10