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5 Tips to Integrate Salesforce and Cloud Financials

March 12 @ 2:00 pm - 3:00 pm

| Free

Most early-stage SaaS companies prove their revenue model using Salesforce to manage bookings. As you continue your growth, you’ll need to further automate your billing, revenue, and reporting to scale against the Rule of 40. Integrating Salesforce with your financial system helps you scale without adding headcount.

Join to hear Tony McKenzie, Principal Product Manager, Sage Intacct, and David Appel, Head of Software Vertical, share best practices learned from 100s of deployments, that you can apply to this critical process in your business.

You will learn:

  • How one quote-to-cash process can reduce cycle times by 30% and DSO by 20%
  • 5 best practices for a successful CRM-to-accounting integration
  • 5 reasons NATIVE integration between Salesforce + cloud financials matters