May 3, 2022
1:00 pm - 2:00 pm

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Salesforce and Sage Intacct – A Native Integration for Nonprofits

CPE credit is not available for this webinar.

Sage Intacct Advanced CRM Integration for Nonprofits allows you to gain strategic insight with combined CRM and financial data. You choose the right level of visibility for analysis and decision-making with flexible summary or detail options based on the revenue stream. The finance team has the flexibility to choose which revenue-related information to share with Salesforce users—and as long as they have a Salesforce license, they have access to that data. In addition, communication across teams is easy with integrated Salesforce Chatter and Sage Intacct Collaborate. Using this integration, the finance team can see if development has secured funding without having to ask, and the development team can see if finance has recorded the gift. The dual recording functionality means the data is never out of sync and reduces the reconciliation burden between Salesforce and accounting. In the webinar, we will discuss:

  • How the Sage Intacct Advanced CRM Integration for nonprofits saves hours per month with a deep, native integration
  • The flexible options for how data passes between Salesforce and Sage Intacct
  • Examples of real-world use cases showing how users are taking advantage of and saving time with the integration today

Join us to learn how the combination of two best in class cloud solutions results in big time and efficiency savings for your nonprofit, giving you back time to further your mission and help your organization thrive. Bring your questions! We’ll reserve time for Q&A.


Who Should Attend

Individuals leading the accounting/finance function, system administrators of both the accounting system and Salesforce, the executives they report to. CPAs working with these companies will also find value.


Jim Norton, CPA

Former Principal, Accounting Technology Services

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Luis Rivera

Moderator; Client Success Advocate, Accounting Technology Services