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May 1, 2017 Business Technologies

How Marketo Streamlined Sales and Finance

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By Sonja Fridell

marketo, salesforce, intacctWe search far and wide for things in our lives that we want to work: relationships, a good fitting pair of jeans, the perfect pairing of food and wine. When we find it, that “thing” that’s been missing, that which compliments, or fits perfectly, our lives become more balanced. In business as well as in our personal lives, finding balance matters more than ever. By integrating workable solutions, our businesses become more streamlined and efficient, more balanced, yielding greater productivity and profitability.

Intacct ERP and Salesforce CRM cloud based software solution systems are just about as perfect a pairing you’ll find anywhere.  Intacct, the comprehensive accounting & financial management software solution has deep financial capabilities, real-time insights and effortless efficiency.  Intacct can be paired with Salesforce, a leading cloud customer relations management (CRM) system, the two platforms are the perfect working solution to integrate sales and finance information and solutions.  

On of the world’s leading marketing automation companies, Marketo, has found great productivity in the lovely paring.

BrainSell is hosting a webinar on Wednesday, May 3, 2017 to walk through the Salesforce – Intacct integration, LIVE. Sign up here. 

Businesses across the globe have discovered the benefits of integrating Intacct ERP and Salesforce CRM systems. Marketo, an Australian based marketing software company and a world leader in marketing automation, has found the integration of these two systems to be invaluable to their business.  For example, Marketo’s sales team uses Salesforce for the initial quote and customer account details, making it easy for the sales team to quote and even easier for the accounting team to process the order once the quote is complete. This streamlined practice saves hours of time each day. The sales team initially enters the data during the quote creation and the Billing and Revenue teams are then able to take on reviewer roles instead of duplicating data entry roles. This eliminates the need for the finance team to ‘re-enter’ data that the sales team has already entered, allowing for greater efficiency within the company process.  

Marketo, like other companies, generate invoices in Intacct, which immediately flow back into Salesforce. This bidirectional flow of information allows the sales team the ability to view PDFs of the invoice for reference, allowing critical and time sensitive information to be readily available to each team. The sales team can also view invoice payment status to help them plan for when their commissions will be paid out. The result is that the sales team can be primarily self-sufficient, which eliminates the need for extra emails to the finance team. The process then, become less prone to error and disputes about accuracy. This is important in keeping salespeople focused on what is most important: selling, and in the big picture, Marketo is more efficient and streamlined.  

Make it easier

Not everything needs to be so tough.  When we find workable solutions that balance our lives, our businesses, it’s wise to integrate them. Upon doing so, it’s important to understand the capabilities of the systems you put in place.  Greater understanding of your software capabilities will result in more customer retention, process efficiencies, and an overall better integrated system. Here again, Marketo serves as an example.  Their business information is tied between Salesforce and Intacct using the Salesforce 15 digit IDs. The Sales Order Header contains the Salesforce Opportunity ID and Sales Order Lines contain both the Opportunity ID and Opportunity Product ID. This allows information from up to 800 Salesforce fields to be tied to the invoice line, which in turn means less information needs to be sent into Intacct. In this process, reporting can be trusted to be holistic and complete.

When systems become more synchronized like this we can breathe easier, as integration becomes part of the integral whole. This balance is everything; it forms the building blocks for your business to grow and thrive upon. The integration of two compatible systems like Intacct ERP and Salesforce CRM is a mindful act, one that matters not only because it works, but at the end of the day, it just makes life easier.    

BrainSell is hosting a webinar on Wednesday, May 3, 2017 to walk through the Salesforce – Intacct integration, LIVE. Sign up here. 

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author bio

Sonja Fridell

Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.

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