Salesforce – Sage Intacct Integration: Unlock Powerful Automation Today!

By | August 14, 2023

AI and automation are taking the business world by storm! If you, too, are looking to give your business a full-blown digital transformation, you ought to get the best hands at work. And for Salesforce-Sage Intacct Integration, no one does it like GUMU™! Greytrix presents unmatched skill and industry expertise to custom configure this integration just for you! Here’s why our services are a class apart:

Better Financial Insights, Reporting & Customer Engagement

This powerful cloud integration of an advanced CRM like Salesforce and robust Accounting software like Sage Intacct opens up a new world of seamless processes enabling shorter sales cycles, simpler quote-to-cash processes, better collaboration, faster queries, and an overall seamless customer experience.

Additionally the Salesforce-Sage Intacct Integration paves way for automated processes, enhances flexibility to accommodate growing business needs, and helps improve overall productivity. Integrating the systems enables easy account promotion to Sage Intacct, advanced reporting, analytics, and forecasting.

Find out how our experts can help grow your business, contact now!

GUMU™ – The Champion that runs the integration

GUMU™ is our secret sauce, securely built on the force.com platform that keeps your Salesforce-Sage Intacct Integration stable and running. It seamlessly integrates data between the systems, involves no middleware, and does not take your data to any external cloud storage, keeping it protected within your ecosystems.

Here are some perks of integrating your Sage Intacct & Salesforce systems

  • Powerful Automation: GUMU™ enables seamless and secured integration of entities at the click of a button.
  • Enhanced Visibility: Integrate entities like Customers, Contacts, Addresses, Products, Sales Quotes, Orders, Invoices, and others to get a uniform view across systems.
  • Streamlined Workflows: Enjoy faster operations with easy collaboration between teams
  • Enhanced Customer Engagement: With multi-device compatibility, access and solving queries anytime, anywhere, enabling better customer experiences.

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Take a glimpse at the features here:

  1. We enable real-time bidirectional data update
  2. Ensure accuracy at all times by previewing data before import
  3. Enjoy real-time pricing and inquiry with the flexibility to configure
  4. Get all data import log updates via email
  5. Resolve queries instantly with GUMU™ Case Management and Chatbot
  6. Promote bulk data (SF Accounts and Orders) from Salesforce to Sage Intacct in a click
  7. GUMU™ Console helps you get a comprehensive view of all logs with timely updates. Users are also alerted to connection failures and schema changes              
  8. Add-ons for Entities like Vendors, Remit-to-address, PO, and others can be deployed according to your need

A central powerhouse with Salesforce and Intacct expertise

Our multi-industry expertise helps us understand your business need and customize the Intacct Salesforce Integration. As integration experts for 23+ years, we follow a simple and streamlined process to design your Salesforce integration, run pilot tests, and finally deploy it. Set up customers and products as we extend our expertise across all Salesforce products, including lightning and classic versions. Our Sage Intacct Expertise is an add-on benefit where we help you stay updated with new features, innovations, and upgrades.

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Application Management Services (AMS) – To keep your integration up and running

Rest assured, when you come to us with your Salesforce-Sage Integration, we ensure complete all-around service to ensure a smoothly running system at all times. We fix system issues or bugs, monitor and maintain the solution, and provide user training and documentation. We extend support in various remote channels. For all your Salesforce-Sage Intacct Integration needs, we have got you covered!