Microsoft Dynamics CRM

Perfect your Sales, Marketing, and Service Relationships

Silverware is an incredible company with incredible people.
They know the product inside and out, and they also understand
accounting and real-world business operations.

Jennie LeDoux

Accounting Manager, Sumikin Bussan International Corp.

Integrating Microsoft Dynamics CRM with Intacct

Harness the power of two best–in–class software applications! Streamline business processes and eliminate manual re-entry of customer and order data with a preconfigured integration between Microsoft Dynamics CRM and Intacct with an Intacct-Ready™ solution available in the Intacct Marketplace.

The preconfigured integration automatically transfers critical data such as Customer, Customer Address, Inventory, Pricing, Sales Order and Sales Invoice information between Dynamics CRM and Intacct. This means updates in one system instantly update the other. The integration increases business insight by allowing you to access your data from anywhere, anytime using any PC, smart phone, or tablet.

 

Your teams get a single view of all your business information enabling them to make better informed and timelier decisions. The preconfigured integration automatically transfers critical data such as Customer, Customer Address, Inventory, Pricing, Sales Order and Sales Invoice information between Dynamics CRM

Key Benefits

  • Eliminate re-entry and maintenance of redundant customer information with automated two-way synchronization
  • Improve operational efficiencies by entering and having available Sales Orders from either system
  • Enhance sales and service effectiveness with a 360 degree view of your customer

 


 

Salesforce CRM Integration with Intacct

The power couple

The Intacct-Salesforce Connector links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. What do you get when you bring these two powerful solutions together? A full view of every customer. A streamlined quote-to-cash process. And more productive communication between the department that makes the numbers . . . and the department that manages them.

Easy configuration

Set up your Salesforce integration with ease. The Intacct-Salesforce Connector was pre-built on the Salesforce1 platform. There’s no need for expensive third-party integration, IT support, or custom consulting. With Intacct’s Salesforce integration, you just point, click, and connect.

No more blind spots

Enable your sales teams to turn quotes into orders with a single click, verify pricing in real time, and more—all without leaving your CRM solution. And with Intacct Collaborate, sales can communicate with finance using Salesforce Chatter, now embedded right inside Intacct—making it easy to expedite approvals, discuss and resolve exceptions, and clarify policies.

 


Effortless efficiency

Automatically trigger invoicing and revenue recognition when a sale is completed in Salesforce, for a fully automated order-to-cash process. Using Intacct project accounting, create and track customer projects from the Salesforce CRM account screen, then drill down to see individual project details.

Key benefits

  • Save time and reduce errors by eliminating duplicate data entry between finance and sales
  • Increase sales team effectiveness with greater visibility into the financial impact of their activities
  • Increase finance team productivity with automation of workflows, including order-to-cash