Integrations
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Renewals With Sage Intacct and Salesforce
Tracking a Customer’s renewal date is key for many businesses. If your business mainly consists of evergreeen contracts, renewals time gives you an opportunity to analyze a client’s contract and make sure it still meets their needs or has an opportunity for an up-sell for new products available. If your contracts expire at the end of a term, it’s key to track renewal date in order to issue renewal quotes and not lose a client. Learn how with a little bit of SalesForce magic and Sage Intacct integration you can automate the tracking of renewal dates!
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Intacct: Salesforce Max and Reseller Setup
Do you have a situation in which your customers purchase through a reseller? You likely need to bill the reseller but ship to the end customer (especially if tracking tax in Intacct). If you are using the SalesForce Max package to connect your Intacct and SalesForce companies there are two ways you can accomplish this set up. In this post we’ll briefly cover the first method and then do a deep dive into the more complex method. So follow along!
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Intacct Collaborate
In today’s post learn how to enable Collaborate in Intacct as well as a few business use case scenarios.
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Salesforce and Intacct Customization – Contacts and Emails
Today’s post will cover a neat customization tip for all the SalesForce/Intacct users out there! Would you like the flexibility to choose who to send an invoice to from your opportunity based on related contacts on the account? Currently, though it is a common request, it’s not easily possible via the standard integration and workflow. You would have to update the account, sync to a customer, then sync the order. Today’s post will cover how to make this possible with just a few customizations in Intacct and SalesForce!
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Customizing your Intacct Salesforce Max Integration
Whether you are already live on Intacct and SalesForce or just beginning to consider your business’s next software jump, today’s post will go through some of the customization worth considering when setting up the integration between Intacct and SalesForce and how these customizations ultimately benefit your company when it comes to reporting.
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Intacct Cloud Ecosystem Part 2: Salesforce Integration
SalesForce and Intacct are the definition of a perfectly efficient interdependent relationship with seamless communication. A single company is comprised of many departments working together. So, what makes the difference between an efficient, cohesive company and one that is desperate departments? Communication.
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Intacct Cloud Ecosystem: Authorize.net and Paypal Integration
Whether you’re choosing an expense software, payroll, grant management, payment gateway, or CRM, Intacct has a variety of choices. We’re here to help you create a happy, efficient cloud ecosystem. By spotlighting some key integrations, we’ll help your accounting and finance teams focus less on inefficient processes and more on driving your company’s business.