SYNC for Intacct and Salesforce
Have the best of both worlds.
Integrating your Intacct ERP system with Salesforce is an effective way to ensure your operations are running at their best while giving essential visibility on back-office performance to your sales and customer service teams.
Back-of-house your Intacct ERP system is hard at work, streamlining your processes by aiding you with financial consolidation, inventory control, and resource management. In the meantime, your sales and customer service teams can provide intelligent, real-time feedback through Salesforce. SYNC allows them to check the status and progress of Intacct jobs, inventory availability, financial information and other business-critical functions. Sales can also close new business and automatically convert a new sale to Intacct in the form of a Sales Order, a Job or a new product with a BOM.
Want to know more? Ask your Commercient representative about these options.
You can also find SYNC on the Salesforce App Exchange.
Why Use SYNC For Intacct?
The SYNC for Intacct and Salesforce app makes it possible for your sales reps to have everything they need right at their fingertips. Important data like customer records, payment records, and invoices are always within easy reach.
And since your sales team are always on their game, you’re guaranteed to see an improvement in customer satisfaction. SYNC makes it simple to improve the customer experience and each individual customer interaction because knowing every little detail about your customers makes them feel important.
Commercient’s standard SYNC for Intacct and Salesforce includes the integration of:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill-to addresses, and account history.
Sales order data:
Open sales orders, sales order detail lines, and sales order history.
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.
For additional information, and items we can integrate for you, visit the pricing page.
Software Sync for Intacct is Compatible With
Commercient SYNC is available for Intacct, the cloud-based ERP. Additionally, the SYNC for Intacct and Salesforce app is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.
SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.
ACH Payments Solution Add-On
Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.
If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.
PDF Download: Payments SYNC Add-On Solution
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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”
– Gene Horlander
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