Seamless Salesforce and accounting integration
Salesforce integration with Sage Intacct gives you seamless order and sales workflow to deliver your clients the best possible customer experience.
Level up with Salesforce integration
Seamless Salesforce integration
Efficient workflows to level up productivity and collaboration
Simple set-up and easy to use
Automated quote-to-cash process
Scale and streamline your business processes from end to end
Sage Intacct connects sales, revenue operations, and finance from the initial transaction through reporting, forecasting, and billing to:
- Eliminate data re-entry and inaccuracies that delay downstream approvals, billing, and reporting.
- Allow the finance department to get real-time visibility of customer and transaction data.
- Enable sales department and revenue operations to efficiently and accurately serve customers with access to transaction status, billing, and payments.
- Provide a shared system of record so everyone can trust the numbers.
Salesforce Chatter collaboration
When integrated, the Salesforce Chatter feed is embedded directly inside Sage Intacct so you can collaborate within the context of related transactions in both platforms.
Focus on your business, not your integration
Our Salesforce integration solution is built and supported by Sage Intacct based on experience from working with hundreds of customers.
- Configure your integration—no scripting or third-party services are necessary.
- Set up users and security with ease.
- Stay up to date with the latest Sage Intacct innovations with seamless upgrades.
- Use with Salesforce Classic and Lightning.
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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