Intacct Max for Salesforce CRM

Intacct Max for Salesforce CRM

Intacct Max for Salesforce CRM is made to help sales and finance teams communicate more efficiently. Intacct Max for Salesforce CRM does not require heavy it support or custom consulting during integration.

Intacct Max for Salesforce CRM Key Features:

  • Helps users create a booked order with a single click, helping to eliminate errors caused by manual entry
  • Help sales teams improve customer relationships by providing real-time access to back office customer information; like product, pricing and fulfillment details
  • Intacct Max for Salesforce CRM helps streamline workflow across departments by sales automatically triggering finance processing
  • Automatically captures finance information like recurring billing, revenue recognition and renewal information directly from Salesforce CRM
  • Helps to increase operational efficiency for users by providing a single sign-on function and familiar Salesforce CRM dashboards
  • Improve accuracy across all departments
  • Intaccct Max for Salesforce CRM doesn’t require custom development

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