What is the best way to integrate Salesforce and Sage Intacct?
It really depends on your workflow. Here are three evaluation criteria to consider in determining the right approach:
In our experience, Advanced CRM may not always be the right tool for some organizations.
It starts with evaluating three key criteria:
- What transactional workflow are you trying to accomplish? For example, do you want to integrate through the Contracts or Order Entry module?
- How customized is the Salesforce environment you’re trying to integrate with Sage Intacct? More specifically, can we get the transactional data we need from the opportunity and opportunity products objects.
- What is the volume of transactions are you managing in a given day, week, month, etc.? There’s no right or wrong reason here, but you’ll want to consider how frequently you’ll need a resource to sync these transactions over. If you’re processing hundreds and thousands transactions, we have options for making this a fully-automated and seamless process.
Have a specific scenario in mind? We’re here to help if you’d like to see this (or hundreds of other integration ideas) in action.