SugarCRM Intacct Integration

Many businesses have vast needs–regardless of size. Some have just started using cloud applications, while many run their businesses entirely online. Yet, no matter how much technology has benefitted a wide range of businesses, there still aren’t enough hours in the day to get everything done.

Sales need to be reconciled, employees must be managed, meetings need to be attended, and much more. If only there were just a few more hours to focus on growing your business. One way to get some extra time back is by integrating SugarCRM with Intacct.

This is about connecting the fastest-growing CRM system in the world to the fastest-growing cloud accounting and ERP software solution in the world. As each system talks to each other, you can manage quotes, new accounts, inventory items, sales history, and more.

Intacct Cloud Accounting

Since Intacct is located in the cloud, you don’t have to worry about additional hardware costs or IT support. You’ll get powerful security, automatic software updates, and backup. As a result, there are fewer maintenance costs or potential disruptions to your business.

Plus, you have access of continually-improving, state-of-the-art software. Since Intacct was designed with simplicity in mind, it easily integrates with SugarCRM. And, you can access the data from anywhere and on any device. As a result, you can take complete transactions from your mobile device.

All the data you need in one place

By integrating Intacct with SugarCRM, you can prevent double entry, duplication, and the errors that can ensue when updating two different systems. You’ll have seamless integration between your CRM system and accounting. You no longer have to manually key in items, as you’ll have instant access.

Then, you can improve the quote-to-cash process. All contact information from Intacct will be moved to the Sugar Accounts module. When synchronization is run, new contacts are then created instantaneously.

You also get to transfer Intacct customer sales history and credit information, and inventory. Then, Sugar quotes and Sales orders are also immediately updated in Intacct.

In fact, businesses can spend up to 40 hours every month just updating revenue. If you integrate SugarCRM with Intacct, you use just one app as your central repository instead of having to log into two different applications. Say goodbye to uploading and exporting. Just get started with synchronization.

Bad data is expensive

Entering data manually lays the potential for error wide open–especially if you have to update the information more than once. It’s just too easy to accidentally submit the information to the wrong place or induce discrepancies between two different systems.

These types of issues, especially when it comes to accounting, can blow up into massive issues. The benefits of the integration is, it controls duplication. Bad data can detract from your revenue when you’re spending more time fixing errors instead of helping clients.

You don’t have to search two different databases before creating a new account. Data is transferred and updated simultaneously.

Bring complex systems and data together

It’s important to have a 360-degree view of your business. You don’t want vital information spread out amongst multiple software platforms.

Instead, they should share information such as customer purchase history, inventory, quotes, sales orders, marketing efforts, and more. You don’t want to send the wrong marketing message because you have duplicates of customer data.

At the same time, you don’t want to waste energy marketing to the wrong profile. Integration between Sugar and Intacct helps to provide a 360-degree view of your customer and your business. And, it’s accessible instantly. In order to produce accurate revenue reports, it is critical to integrate CRM and accounting.

Manage data in real time

In a hyper-competitive business climate, every last penny counts. This means that many businesses must run lean. Everything outgoing resource and dollar must be accounted for in order to stretch your resources. It takes more time than is necessary to download data, then try to format it so that it can easily upload to another platform.

By integrating Sugar with Intacct, you have the information you need at your disposal. Whether your business is an SMB or an Enterprise, managing finances and cash flow is important–whether it be to ensure the company runs lean and/or to meet a strict regulatory environment.

Intacct is high-rated for a reason

The AICPA is a regulatory body which sets accounting standards. This group has maintained that Sage Intacct is the preferred provider for financial applications.

If you look at G2Crowd, you’ll find that Intacct is the highest-rated financial management solution in terms of customer satisfaction. With built-in dimensions, you can drill-down through your financial data to gain a more in-depth understanding. Plus, you get visibility into how missions and lines of business are driving top-level performance. Intacct can even consolidate 100s of entities in seconds.


Hop over to the SugarCRM Intacct Integration site to learn more.

Image source