Sage Intacct Collaborate
Dashboards and Reporting
Collaborate spans every process and device so your finance, sales, and services teams can cooperatively resolve any issue.
Automation and productivity
Stronger teamwork
Stay on top of open issues
Keep the conversation flowing
Connect your back office and Salesforce front office (Salesforce customers only).
Collaborate to resolve non-routine issues as a team
Non-routine transactions – such as clarifying policies, gathering missing information, or resolving exceptions – can slow down or derail critical financial processes. Sage Intacct Collaborate lets you handle them quickly, efficiently, and effectively to keep your business on track.
See a clearer picture of the issues
Sage Intacct Collaborate helps speed up financial management processes – while keeping you firmly in control. In one click, you see all messages related to a particular issue, giving you the complete context from all participants as you work on the resolution. You don’t have to explain a situation multiple times – just leave a note.
Sage Intacct Collaborate brings the whole team together
Collaborate puts everyone on the same page to improve communication and teamwork, expedite processes, and improve decision making. What’s more, Salesforce finance employees can also join Salesforce Chatter from inside Sage Intacct.
Sage Intacct Collaborate lets you have the conversation where it makes the most sense
Forget endless email threads. Instead, when issues arise, communicate right inside Sage Intacct to resolve specific journal entries, accounts, projects, invoices, purchase requisitions, and more. For Salesforce users, these same conversations appear in Salesforce Sales Cloud, so sales teams can participate using the system they’re most familiar with.
Learn more about Sage Collaborate
If you are interested in finding out more about how Sage Intacct Collaborate can speed up your workflow and streamline your business, click the contact us button below and we will be in touch with you.
Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.
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