intacct: aligning finance and sales; best-in-class erp and salesforce
TRANSCRIPT
Aligning Finance and SalesBEST-IN-CLASS ERP AND SALESFORCE
2 Preferred Provider
BusinessSolutions
Topics
• Introduction
• Aligning finance and sales– Salesforce integration– Quote-to-cash process – Collaboration
• Product demonstration
3 Preferred Provider
BusinessSolutions
We Are Best-in-Class Cloud ERP
preferred provider of financial applications
strategic partners
120+partner ecosystem
Top IPOsrun 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 Preferred Provider
BusinessSolutions
We’ve Made Companies Just Like Yours Successful
Public
Private
Inc. 500
Fortune 500
Domestic
Global
5 Preferred Provider
BusinessSolutions
We Know How Cloud Businesses Are Changing
Multiple Types ofRevenue
DiverseSubscription
Models
Work Team Silos
Renewals and Add-Ons
SaaSMetrics
(5Cs)
MOREComplexity
MOREVariabilityM&A and
Global Expansion
CONTRACT
FULFILLCONSOLIDATE
REPORT
QUOTE
RECOGNIZE BILL
6 Preferred Provider
BusinessSolutions
Intacct: Only Solution To Do It All
Intacct Collaborate
IntacctRevenue
Management
Multi-EntityGlobal
Consolidation
IntacctContract
Billing
IntacctDigital
Board Book
SalesforceIntegration
The peoplewho know the most,prefer us
BEST-IN-CLASSCLOUD ERP
CONTRACT
FULFILLCONSOLIDATE
REPORT
QUOTE
RECOGNIZE BILL
7 Preferred Provider
BusinessSolutions
Aligning Sales and Finance
Automated Processes CollaborationConnected
Systems
8 Preferred Provider
BusinessSolutions
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 Preferred Provider
BusinessSolutions
Deepest Integration with Salesforce
• Seamless quote-to-cash processto 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 Preferred Provider
BusinessSolutions
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 Preferred Provider
BusinessSolutions
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 entersquote in CRM
Step IV: Project manageruses Excel to check implementationresources schedule
Step V:Finance re-enters time and expense to book order submit invoice and recognize revenue
STEP II:Sales operationsre-keys order into finance system
STEP III:Services re-keys order into PSA system
• Systems with limited functionality
• Data silos• Spreadsheets
Patchwork of:
12 Preferred Provider
BusinessSolutions
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 IQuote entered in Salesforce with items and request for implementation resources
Step IIQuote flows from Salesforce to sales operations for approval
Step IIIServices VP reviewscontract and approves
Step IVApproved order (items), time and expense, customer invoiced, and revenue recognized
Step VProject manager secures implementation resources
13 Preferred Provider
BusinessSolutions
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
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BusinessSolutions
Sales Representative Requests Discount
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BusinessSolutions
Finance is Alerted to Discount Request
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BusinessSolutions
Finance Manager Approves Discount in Intacct
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BusinessSolutions
Discount Approval is Captured on Customer Record
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BusinessSolutions
What We Will Demo Today
• Integration with Salesforce CRM
• Automated Revenue Management
• Intacct Collaborate
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BusinessSolutions
We Make Our Clients Happy
1100+ reviews
And we’re not stopping here!
Leaderand high
performer
#1customer
satisfaction
Top Rated Vendoracross all three
company size categories
[email protected] | www.intacct.com | 877-437-7765
Questions?
21 Preferred Provider
BusinessSolutions
Interested in Learning More?
• Download a white paperMastering the Complexity of Revenue Management
• Try Intacct with a free 30-day trialhttp://www.intacct.com/trial
• Attend an upcoming webinarhttp://www.intacct.com/webinars
• Follow us on Twitter@intacct
• Connect with us on Facebookhttp://www.facebook.com/Intacct
• Contact us [email protected] | 877-437-7765
[email protected] | www.intacct.com | 877-437-7765
Thank you!