Planning for Your Salesforce to Intacct Integration – Questions for SMBs & Nonprofits
This is article #2 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here.
If you’re reading this post you are most likely already aware of the myriad benefits integration has for small to medium sized businesses and non-profits. If you are not, here’s a quick refresher: no more manual data entry, a 360 degree view of your customers/donors, real time data syncing, and little to no upkeep. In the first post of the series, we discussed the many integration solutions on the market and the challenges that each of them face with Workato coming out on top. However, choosing your integration service is just the first important decision in a series of many. Setting up your integration can be labor intensive, but the benefits once completed are vast. Here are 5 Questions you should ask yourself when connecting Intacct and Salesforce to make sure your integration is working for you and not the other way around!
1. How is your data coming into Salesforce?
If you are tracking pledges in Salesforce, you don’t want money you haven’t been given yet to be logged in your accounting records. A quick fix for this issue is to only push the information to accounting when it is marked as ‘closed won’ in Salesforce.
Is your business using smart integration processes? We help small/mid size businesses and non-profits get the most out of their investment in Salesforce.com. Tell us about your project using the form below or call us at (214) 612-0490.