Shorten Your Quote-to-Cash Cycle

With GUMU™ for Salesforce – Sage Intacct Integration

Shorten Your Quote-to-Cash Cycle

With GUMU™ for Salesforce – Sage Intacct Integration

Salesforce – Sage Intacct Integration

Striking a balance between sales, customers, finance, and accounting can take time and effort. We understand your pain, and that’s why we believe GUMU™ Integration for Intacct – Salesforce could come to your rescue. It shortens your quote to cash cycle, automates invoicing, simplifies revenue recognition, and tracks projects from start to end.

As a modern business solution, it is easy to set up and allows you to deliver a better customer experience with seamless order processing and streamlined sales workflows. It’s your all-in-one solution that doesn’t just optimize processes but fosters collaboration, brings teams closer, and improves business efficiency.

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Key Features of Salesforce – Sage Intacct Integration

Bi-Directional Data Sync

Tailor field mappings to your business requirements and synchronize data across systems, ensuring a seamless and unified data view.

360° Authorization Control

Get real-time access to ERP data while securing sensitive information by setting role-specific access through the Security Matrix.

Data Import

Plan data imports, detect errors early, and monitor live updates using an intuitive and graphical dashboard.

Easy Data Promotion

Send custom fields with predefined values to ERP, using bulk updates and promotions for a consolidated data overview.

Product Master Management

Access the product inquiry screen to check warehouse and stock details, ensuring the best ERP pricing. Product bundling simplifies sales and inventory workflows.

Special Addons

Use add-ons like Vendor & Purchase Order Management, Sales, AR, AP, and Credit Promotion to optimize processes and prioritize key business activities.

Benefits You’ll Gain from Salesforce – Sage Intacct Integration

Streamlined Setup

Our integration experts take care of the entire setup process, ensuring a smooth and effortless experience from start to finish.

Around-the-Clock Support

Get 24/7 support from our dedicated team, ready to assist with any issues and ensure your system runs smoothly throughout the year.

Optimized Workflow

Seamlessly transfer data from Salesforce CRM to ERP, improving data management, automating processes, and boosting overall efficiency.

Effortless Experience

GUMU™ Integration, built on force.com, offers a straightforward and intuitive solution for a hassle-free user experience.

Drive Sales Excellence with GUMU™ Salesforce - Sage Intacct Integration

About Greytrix

We help you to surpass all the hurdles that come in your way while integrating your Salesforce & Sage Intacct solution. With Greytrix’s decade long expertise in industry-specific solutions and integration experts, we deliver agile solutions that grow with you. Our team of certified consultants who has worked on more than thousand projects always ensure your Salesforce integration solution helps you work faster, smarter, and efficiently. 

Let’s automate together!

What are your perks with us?

Trusted Deliverables

Certified & Skilled Resource

Minimal Downtime

Data Accuracy & Security

Scalability

On-Going & Post Execution Support

Case Study

  • SAM Medical

    Medical
    Leading the future of Healthcare Industries With GUMU™ for Salesforce Integrations

  • Hanan Products

    Food Industry
    Transforming Financial Data – with Sage 100 & Salesforce Integration
     

  • Vortex

    Sport Optics Distribution
    Simplifying Sales Workflows of Vortex Canada With Salesforce Greenfield Services

  • Servest

    Facilities management / Real Estate
    Transforming Sales Efficiency – Servest’s Salesforce Integration

FAQ - Greytrix
Do Salesforce & Sage Intacct have common platform?

No, because Salesforce is the #1CRM & Sage Intacct is leading financial and accounting software. But there’s one thing which is built on Salesforce Org and common in our Salesforce Integration – It’s our native integrator – GUMU™.

Can I run my GUMU™ Salesforce – Sage Intacct Integration with lightning & classic?

Yes, you can run your Salesforce on both the versions if you’ve latest version of it to make most out of your Salesforce – Sage Intacct Integration.

Does your GUMU™ Salesforce – Sage Intacct Integration sync multiple entities?

You get the best of both worlds with this advanced GUMU™ Salesforce – Sage Intacct Integration as you get multi-currency, multi-company, and multi-environment support with it.

Is it possible to view my reports on Salesforce though I’ve created on Sage Intacct?

Obviously, you can do so with centralized data view which generates crystal-clear reports, detailed analytics, and reporting tools which work on both platforms.

Which entities can I sync between Salesforce & Sage Intacct?

With our GUMU™ Salesforce – Sage Intacct Integration solution you can sync following entities:

  • Sales Orders / Invoices
  • Projects
  • Tasks
  • Products
  • Price Books
  • Contracts
  • Contacts
  • Customers

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