Intacct Extends Cloud Financials Leadership with New Version of Intacct MAX for Salesforce CRM

Published on September 1, 2009 in Computer & Electronics, Computer Software, Internet, Technology


Summer ’09 Edition of Intacct MAX for Salesforce CRM Delivers Significant Value to Businesses Connecting the Clouds with Intacct and

SAN JOSE, Calif. (September 01, 2009) –

Intacct today announced general availability for a new and improved version of Intacct MAX(TM) for Salesforce CRM, a streamlined “lead to cash” application built on the platform that seamlessly connects Intacct, the most popular financial management and accounting system on the AppExchange and Salesforce CRM, the industry-leading cloud computing CRM application. Intacct also celebrated the success of the rapidly growing number of companies that have “connected the clouds” with Intacct and Finance executives from more than 50 such companies have posted reviews on the AppExchange describing the success they are enjoying with the combination of Salesforce CRM and Intacct.

Intacct MAX for Salesforce CRM is a sophisticated composite application for lead to cash processing that spans both Salesforce CRM and Intacct financials. The Summer ’09 edition of Intacct MAX for Salesforce CRM includes major enhancements such as expanded bi-directional data synchronization, advanced price book management, automated contract renewals and extended payment processing. As a composite application, Intacct MAX for Salesforce CRM goes far beyond simple data integration by creating new and unified business processes, an integrated user experience, aligned master data and shared business objects across both Salesforce CRM and Intacct.

Intacct MAX for Salesforce CRM showcases how cloud computing can change the process of selecting and deploying business systems. With cloud-connected applications like Salesforce CRM and Intacct, companies can choose these best of breed systems knowing that they will not have to incur the cost or risk of maintaining integration between the applications themselves. In addition, with vendor-supported composite applications the end result will be far superior to that delivered by older data integration-based solutions.

“The combination of Salesforce CRM, and Intacct is compelling for companies that share our vision of improving productivity and fueling innovation by moving their business applications to the cloud,” said Kendall Collins, Chief Marketing Officer at “Connecting the clouds with Salesforce CRM and Intacct enables businesses to confidently deploy best in class CRM and Financials applications, avoiding the compromises associated with single-vendor ERP and CRM suites.”

“With a large and fast growing community of businesses using both Intacct and Salesforce CRM, including more than 50 companies that have documented the success they are enjoying, Intacct is pulling away with by far the most popular financial applications on the AppExchange,” said Daniel Druker, senior vice president of marketing and business development at Intacct. “We’ve worked very hard to develop, maintain and support superior integration between Salesforce CRM and Intacct, delighting our clients and further reducing the rationale for deploying single vendor ERP suites like those from Microsoft, NetSuite and SAP.”

Businesses Celebrate Their Success with Intacct and Salesforce CRM
Ultimately, both Intacct and Salesforce CRM are all about delivering advances in productivity and effectiveness through cloud computing. Following is just a small sample of what innovative companies have to say about their experience with these integrated cloud applications:

Brian Madigan, Controller, Bulk TV & Internet (
“Intacct MAX for Salesforce CRM is a great value for any organization currently using Salesforce as their front end CRM. The integration is a seamless process and allows for a true front to back end system at a fraction of the cost of some more traditional options. By pulling customer information along with the quote detail needed to produce the purchase documents, sales orders and ultimately the invoices directly into Intacct, there is no chance for re-entry errors or revenue not being captured in a timely manner. The information that flows back to the front end is also very helpful to our sales team for quoting. Anyone in the organization can have the information they need about a client in real time.”

Kelley Miller, Director of Finance and Customer Operations, Ulthera (
“We switched from QuickBooks to Intacct earlier this year. As the primary user of Intacct, I use the lead to invoice integration daily and am very pleased with the results. It is wonderful to have the Intacct and Salesforce CRM applications talk to each other in such a simple, efficient way. I am very pleased with Intacct and would absolutely recommend it to my peers.”

Farah Siddiqui, Staff Accountant, BigMachines (
“The integration between Salesforce CRM and Intacct has really helped our company with accurate reporting and providing greater visibility and communication between our various departments in the company. As the Staff Accountant handling all the AR functions, the quick and easy transfer of information from Salesforce CRM to Intacct and back really makes my job easier.”

Ian Duffield, COO, Decipher (
“We have been using Intacct MAX for Salesforce CRM for two years and it is working extremely well for us. Having an integrated lead-to-cash process has eliminated the time-consuming manual data-entry, lack of visibility and insufficient reporting capabilities of our previous accounting application. Intacct is continually updating their applications and we are looking forward to using the new enhancements.”

Patti Chavin, President, Stonestreet Marketing (
“We had already decided to use Salesforce CRM for our Sales and Marketing efforts, as well as Project Management, so finding an accounting solution that fit well with Salesforce CRM was a prerequisite. Intacct’s integration gives our sales staff instantaneous access to client orders, invoices and any issues like credits or cancellations – supplying valuable information to them while in the field. I highly recommend Intacct and especially the integration with Salesforce CRM.”

To read additional reviews of Intacct, please visit the Intacct pages on the AppExchange.

Introducing the Summer ’09 Edition of Intacct MAX for Salesforce CRM
Specifically designed for customers, Intacct MAX for Salesforce CRM makes the lives of both finance and sales teams better, easier and more productive. Intacct MAX for Salesforce CRM helps companies eliminate the gaps that often exist between sales and finance and in between the CRM and financial systems. It integrates critical front and back office applications – driving improved processing efficiency and significantly reduced costs by eliminating manual data re-entry, paper-based information management and wasted time.

Intacct MAX for Salesforce CRM enables real-time business visibility for improved decision making, increases operating efficiency by streamlining the lead-to-cash process through one-click order processing with automated workflow and frees IT from costly custom development by deploying plug and play Intacct-developed and certified integration.

The enhancements in the Summer ’09 edition of Intacct MAX for Salesforce CRM deliver additional new functionality for both Sales and Finance department users, including:

* Expanded bi-directional synchronization between Salesforce CRM and Intacct with significantly easier administration and additional customization and configuration capabilities – such as automatically aligning customer or product master data with flexible options for which system is the authoritative source
* Advanced price book management to enable companies to more easily control and unify pricing and price lists across both Salesforce CRM and Intacct, resulting in the unification of pricing data and processes that are shared by both sales and finance
* New automated contract renewals, which proactively generate renewal opportunities in Salesforce CRM from contracts managed in Intacct, including detailed line item and pricing information – driving higher renewal rates and efficiency, while ensuring that renewal opportunities always use the most current product and pricing data
* Expanded payment posting detail in Salesforce CRM, providing the sales team with complete visibility into customer payments, in which payments recorded in Intacct are matched in real-time to Salesforce CRM opportunities or transactions

To learn more about Intacct MAX for Salesforce CRM, please click here.

About the Platform and AppExchange is the only proven enterprise platform for building and running business applications in the cloud. The platform powers the Salesforce CRM applications, more than 800 ISV partner applications like those from Fujitsu and ServiceMax, and more than 120,000 custom applications used by’s 63,200 customers such as Japan Post, Kaiser Permanente, KONE and Sprint Nextel.

Applications built on the platform can be easily distributed to the entire cloud computing community through the AppExchange marketplace at

About Intacct
Intacct is a market and technology leader in on-demand financial management and accounting applications. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications are used by thousands of businesses, from startups to public companies and are designed to improve company performance and make finance more productive. The Intacct system includes accounting, contract management, revenue recognition, inventory, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via Software as a Service (SaaS).

Intacct is headquartered in San Jose, California. For more information, please visit or call 877-437-7765. Follow Intacct on Twitter at

Media Contact:

Peter Olson

Source: Intacct

Leave a Reply