Intacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
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The document details the integration of financial applications with Salesforce to streamline the quote-to-cash process, enhancing collaboration and automated revenue management. It emphasizes the benefits of using Intacct, including eliminating data silos, improving accuracy, and increasing customer satisfaction. The summary highlights the successful partnerships and significant growth in customer numbers through adoption of the integrated solutions.
Intacct: Aligning Finance and Sales; Best-in-class ERP and Salesforce
- 1. Aligning Finance and Sales BEST-IN-CLASS ERP AND SALESFORCE
- 2. 2 Preferred Provider Business Solutions Topics • Introduction • Aligning finance and sales – Salesforce integration – Quote-to-cash process – Collaboration • Product demonstration
- 3. 3 Preferred Provider Business Solutions We Are Best-in-Class Cloud ERP preferred provider of financial applications strategic partners 120+ partner ecosystem Top IPOs run on Intacct 1,000,000+ monthly transactions by top customer 3,000+ users by top customer 8,800,000+ concurrent revenue schedules 11,000+ customers
- 4. 4 Preferred Provider Business Solutions We’ve Made Companies Just Like Yours Successful Public Private Inc. 500 Fortune 500 Domestic Global
- 5. 5 Preferred Provider Business Solutions We Know How Cloud Businesses Are Changing Multiple Types of Revenue Diverse Subscription Models Work Team Silos Renewals and Add-Ons SaaS Metrics (5Cs) MORE Complexity MORE VariabilityM&A and Global Expansion CONTRACT FULFILLCONSOLIDATE REPORT QUOTE RECOGNIZE BILL
- 6. 6 Preferred Provider Business Solutions Intacct: Only Solution To Do It All Intacct Collaborate Intacct Revenue Management Multi-Entity Global Consolidation Intacct Contract Billing Intacct Digital BoardBook Salesforce Integration The people who know the most, prefer us BEST-IN-CLASS CLOUD ERP CONTRACT FULFILLCONSOLIDATE REPORT QUOTE RECOGNIZE BILL
- 7. 7 Preferred Provider Business Solutions Aligning Sales and Finance Automated Processes Collaboration Connected Systems
- 8. 8 Preferred Provider Business Solutions Partnership to Drive Customer Success and Reduce Risk • Early access to technology that fuels innovation • Commitment to best-in-class approach that drives joint value • Tight integration to coordinate the complex quote-to-cash process • Coordinated engagement and streamlined support 8 Innovation Support Success
- 9. 9 Preferred Provider Business Solutions Deepest Integration with Salesforce • Seamless quote-to-cash process to minimize data re-entry • Instant visibility for sales into billing, payments • Built-in support for ASC 606 and IFRS 15 to remain in compliance • Chatter extended to finance to resolve exceptions, accelerate processes • Unified financial and operational data for faster decision-making 9 Contract Billing / Payments Revenue Recognition Chatter Single Sign-On Digital Board Book Opportunity / Contract Order / Payment Status Subscription Management
- 10. 10 Preferred Provider Business Solutions Deepest Integration With Salesforce Seamless access to all leads, opportunities and customer information See everything together to make decisions faster CONTRACT FULFILLCONSOLIDATE REPORT QUOTE RECOGNIZE BILL $42B+ processed through Salesforce and Intacct 40%+ annual customer growth rate The Salesforce integration with Intacct has exceeded my expectations. The processes are more integrated…data is no longer in the accounting silo, it can be seen within Salesforce by our business users and by our whole team. − Hans Schaedel, CFO, Canto ”“
- 11. 11 Preferred Provider Business Solutions Quote-to-Cash: Before • Data entry/re-keying • Lack of controls • Manual tracking of revenue recognition/billing • Errors/inaccuracies • Fragmented, cumbersome reporting Process Problems • Revenue loss • Auditing issues • Extended DSOs • Customer dissatisfaction Business Impact STEP I: Sales enters quote in CRM Step IV: Project manager uses Excel to check implementation resources schedule Step V: Finance re-enters time and expense to book order submit invoice and recognize revenue STEP II: Sales operations re-keys order into finance system STEP III: Services re-keys order into PSA system • Systems with limited functionality • Data silos • Spreadsheets Patchwork of:
- 12. 12 Preferred Provider Business Solutions Integrated, Automated Process Quote-to-Cash: Intacct Automation • No more data re-entry/re-keying • Integrated rules/controls • Automated revenue recognition/billing/order processing • High accuracy • Automated financial reporting PLUS operating data Process Solution • Increased sales effectiveness • Audit-quality data • Improved cash flow • Customer satisfaction • Higher resource utilization Business Benefits Step I Quote entered in Salesforce with items and request for implementation resources Step II Quote flows from Salesforce to sales operations for approval Step III Services VP reviews contract and approves Step IV Approved order (items), time and expense, customer invoiced, and revenue recognized Step V Project manager secures implementation resources
- 13. 13 Preferred Provider Business Solutions Intacct Collaborate—Salesforce Chatter Inside Intacct • Eliminates back-and-forth emails about transactions • Lets individuals collaborate, without leaving their everyday application • Helps track changes to key information • Drives conversations to improve performance
- 14. 14 Preferred Provider Business Solutions Sales Representative Requests Discount
- 15. 15 Preferred Provider Business Solutions Finance is Alerted to Discount Request
- 16. 16 Preferred Provider Business Solutions Finance Manager Approves Discount in Intacct
- 17. 17 Preferred Provider Business Solutions Discount Approval is Captured on Customer Record
- 18. 18 Preferred Provider Business Solutions What We Will Demo Today • Integration with Salesforce CRM • Automated Revenue Management • Intacct Collaborate
- 19. 19 Preferred Provider Business Solutions We Make Our Clients Happy 1100+ reviews And we’re not stopping here! Leader and high performer #1 customer satisfaction Top Rated Vendor across all three company size categories
- 20. [email protected] | www.intacct.com | 877-437-7765 Questions?
- 21. 21 Preferred Provider Business Solutions Interested in Learning More? • Download a white paper Mastering the Complexity of Revenue Management • Try Intacct with a free 30-day trial http://www.intacct.com/trial • Attend an upcoming webinar http://www.intacct.com/webinars • Follow us on Twitter @intacct • Connect with us on Facebook http://www.facebook.com/Intacct • Contact us directly [email protected] | 877-437-7765
- 22. [email protected] | www.intacct.com | 877-437-7765 Thank you!