How We Integrate Salesforce CRM With Sage Intacct + How Our Customers Leverage Them Together
What is Salesforce?
Salesforce is rated the number one CRM (Customer Relationship Management) tool in the WORLD.
Tag: SIAP
Affairs to Remember Streamlined Their Business By Optimizing & Outsourcing Their Complicated Financial Management System
After 40 years of operating a highly profitable operation, the Affairs to Remember team partnered with Trusted CFO Solutions (TCFOS), virtually outsourcing and utilizing our financial management solution.
Recently, we spoke with the Managing Director, Patrick Cuccaro about areas of success created by forming the partnership for their Atlanta operation.
When we engaged, they wanted us to:
- Help Them Get Back Time
- Reduce Overhead Costs
- Increase Profitability
For Finance Experts: Do You Know The Number One Reason Clients Leave Their CPA?
The Financial Services Expertise Series: This training article is for CPA professionals.
As a restaurant owner, CEO or Manager, can you guess what the number one reason clients in our 2016 survey said they left their CPA firm?
At the 2016 AICPA Tech Workshop, we solicited our participants to guess the reason they believe clients leave. Below are their responses.
- Lack of Responsiveness
- Poor Culture
- Perceived Indifference
- No Proactive Advice
Which one of the four responses do you think is the number one reason clients left their CPA firm? If you chose No Proactive Advice, you are right! It was not any of the other three or the price, often a mentioned response. When a client does not receive proactive advice, they grow tired of looking in the rearview mirror, especially when it comes to their accounting.
Oilfield Services and Equipment Businesses: Are You Ready To Get Paid Faster?
When is the last time you had confidence and assurance that the tools you use are capturing the data and documentation required for your business invoicing? Is your system providing you ease of mind and an accurate billing solution?
What Is Sage Intacct & Why Should Growing Companies Switch?
“I’ve saved 80% of my time at quarter-end using Sage Intacct and Adaptive Insights.” —Russell Guthrie CFO, IFAC
So, you’re considering switching to Sage Intacct to grow your business. Well, you’re exploring a terrific option because Sage Intacct is the number one financial management solution with the best customer satisfaction (G2 Crowd + Finance Online) and best product score (Gartner). As both your trusted advisor and an official Sage Intacct partner, we’d like to share why this ERP tool knocks it out of the park for small companies looking to scale and mid-sized businesses seeking to grow.
7 Tips for Successful Restaurant Business Planning + Infographic
Are you looking to launch a new restaurant business? Check out the list below for tips on how you can set your company up for success!
Franchises: Are You Ready to Take Your Time Back and Boost Your Capacity For Growth?
With Sage Intacct, you can. Our financial solution software removes complexities that prevent order and capacity for revenue increase, whether you own five, ten, or more locations.
Sage Intacct is structured to work well with multi-location franchisers. We show you how you can increase the numbers at your best performing stores, how to create the benchmarks, and then drive the performance at the worst performing stores.
When you look at your numbers, what does that resemble? Is it a jumbled up mess with you spending hours on consolidating reports and pulling numbers from multiple Excel spreadsheets, and then still requires adjustments?
With The Excellent Acquisition Of Intacct, Sage Gives This ERP Software A Boost In Resources
Have you heard the news? Sage Group, a leading British software company, completed the purchase in the third quarter of 2017 of Intacct Corporation, a California-based, nineteen-year-old accounting software company.
Trusted CFO Solutions Now Offers Financing Options For Sage Intacct
Trusted CFO Solutions now offers to finance Intacct for restaurants, franchises, technology companies, oilfield companies, and family office and real estate investment businesses. This financing can also include Intacct customization, service, and implementation. If cash flow has kept you from exploring Trusted CFO Solutions and Intacct seriously, contact us and let’s discover how we can work together with this new option.
To explore your financing cost for an Intacct subscription, click here.
To explore your financing cost for an Intacct customization, service, and implementation, click here.
Sage Intacct Advantage: Marketing Strategies With Trusted CFO Solutions
About The Course
What differentiates your firm from the hundreds of other firms who offer similar services? Does your marketing resonate with prospects? Will they call you when they are ready to consider changing out their accounting system? Come learn why and how you should be differentiating your firm. Walk away with a deeper knowledge of how to integrate differentiation and vertical messaging into your inbound, outbound and nurture marketing efforts.
Why Does Trusted CFO Solutions Choose Sage Intacct?
As experienced CPAs and business advisors, we at Trusted CFO Solutions have vast expertise in over twenty-five accounting programs. We are QuickBooks ProAdvisors, Peachtree gurus, Great Plain’s wizards, among many other official (and unofficial) titles. However, in the past several years, we have seen domination by Intacct in the accounting systems business space for small to medium-sized businesses. There are a number of reasons why we are moving more and more of our clients over to the Intacct system.
- 1
- 2