Salesforce
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Salesforce Integration for Nonprofits – Invoices
What can eliminate duplicate data entry, increase data accuracy, save time, and provide added visibility between teams? If you guessed the Salesforce Advanced CRM Integration with Intacct, you’d be right! Read on to learn how the Advanced CRM for Nonprofits managed package handles AR Invoice integration.
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Salesforce Integration for Nonprofits – Donations
Integrated systems provide the ultimate outcome: real-time visibility into operations providing the agility necessary for quick decision-making when it’s needed most. With its open API, Sage Intacct allows customers to choose their technology stack, resulting in a best-of-breed software ecosystem with streamlined workflows, increased productivity, improved user adoption, and greater data accuracy. In this blog post, we’ll discuss how the Advanced CRM (Salesforce) Integration for Nonprofits integrates with Sage Intacct for donations.
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Modifying Processes with Technology to Accommodate Scale
It’s not uncommon for nonprofits to face both an influx of donations and a simultaneous extreme surge in demand for the services they offer. When the services nonprofits provide are needed most, the last thing you want is to be spending all your time on the administrative side. That’s where technology steps in.
In this blog learn how to accommodate a sudden surge in donations on the accounting side, by utilizing Salesforce reports to perform Intacct imports.
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Salesforce Flow for Sage Intacct Integration with CPQ
At Dreamforce ’21, Salesforce announced the eventual retirement of it’s automation tools: Workflow Rules and Process Builder, to be replaced by Flow. In this blog post, get a quick lesson on how Flow can be applied to CPQ and Contracts with the Salesforce/Intacct integration.