Integrate Sage Intacct and Creatio

What is Sage 200 for Manufacturing?

Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes.

Sage 200 Professional includes all of the capabilities of Sage 200 Standard, along with additional configurable, supercharged features designed for manufacturing, service industries, and organisations that need to handle customers more effectively.

Sage 200 is simple to install and adapt, providing the option and flexibility to meet the needs of your business as it changes and grows. It is customisable and extendable, including ISV solutions like Sicon Manufacturing and Qmulus CRM integration.

What is Creatio?

Creatio is a global software company providing a leading low-code platform for process management and CRM.
Its intelligent products accelerate mid-size and large enterprises' sales, marketing, service and operations.

Together with hundreds of partners, Creatio operates in 110 countries worldwide.

Recognised by Industry Analysts

Socio-demographic data

Obtain a complete view of your customers. Store various information about your customer that include industry, company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalised communications.
Watch Marketing Creatio video Overview

Understanding customer needs and preferences

History of customers’ events

Intelligent data enrichment

Profile accuracy

Data cleansing and merge duplicates

Customer database analytics

Pricing

Synchronisation and Integration

With Creatio Sales, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Sales Creatio overview 

Data Import from/to Excel

Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.

MS Exchange integration

Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.

Mail integration via IMAP/SMTP

Keep the entire history of electronic communications with the client in Sales Creatio, regardless of the mail provider. Send and receive email without leaving the application.

PBX Integration and Cloud Telephony Services

Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.

Google Integrations

Synchronise emails, calendars and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.

Field Force Management

Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, and monitor the actual visits by geo-tags from field sales rep check-ins in each location. Leverage the data to analyse the efficiency of the department.

Mobile Orders

Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.

Field Sales Rules

Set the rules for working “in the fields” with different categories of customers. The system can promptly hint at the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.

Learn more about Creatio Sales from a quick video overview 

Business Process Management

Creatio provides a complete set business process management tools to effectively manage modelling, execution, monitoring and analysis processes.

DCM processes

Dynamic Case Management (DCM) will enable you to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes.

Thanks to user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!

Watch a quick overview video

Process monitoring and analytics

Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.) using different variables (owners, branches, product lines, etc.).

Visualise process data using custom dashboards, and identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.

Sales forecasting based on the variable criteria

Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

Analyse progress to meet and exceed sales quota

What is Sage 200?

Sage 200 is the Enterprise Resource Planning software designated for businesses with 50-50,000 employees to manage a wide range of business processes. What is the difference between Sage 200 and Sage 50?

Sage 200 software helps you manage your finances, customers and business insight in one solution. It's designed to help you share data easily, work smarter and ensure your whole business works together efficiently as well as delivering real cost benefits to your business.

ERP solutions don't just help the back office. Sage 200 solutions, for example, integrate with CRM as well as mobile sales and service solutions to improve customer service across the organisation.

Qmulus offer a number other products that help you provide better customer service and insights throughout your organisation!

Add or remove modules

and scale the number of users up or down to match the flexibility of your business.

Choose Marketing Creatio to streamline engagements across the entire customer journey

Creatio Service Editions & Pricing (Cloud)

Creatio Service Editions & Pricing (on-site)

Creatio Sales Editions & Pricing (Cloud)

Creatio Sales Editions & Pricing (on-site)

Remove 

unnecessary branding

Don’t want to let the cat out of the bag? You can now remove our branding from Lead Gen Form and stop your competition from stealing your marketing tricks! Try 14 Days FREE

Try Leadinfo 14 Days Free

We don’t just give you an overview of each website visitor, with Leadinfo you can also see each lead’s detailed browsing activity. Meaning you can spot users showing buying intent from a mile away!

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Effortlessly integrate Leadinfo with the software that your organisation already uses! Leadinfo’s extensive company information automatically enriches the company profile for your better insight!

Identify anonymous

B2B website visitors

By linking a visitor’s IP address to Leadinfo's unique database, the software can provide you with an overview of each user from where they work to their navigation patterns.

Stay agile with innovative features

that are ready for anything

Grab a free coffee on us, join our Coffee Break and have a demo of Sage Intacct

Point-and-click controls

Real-time access to AP transactions and data

Predefined defaults

Minimise data re-entry

get broader insight across all financial functions

Reports on vendors, ageing, or payments

There’s no time

like real-time for accounts payable

Automate accounts payable

and save thousands of hours

Internal Costs

A smarter accounts receivable collections process

Stay connected with seamless integration

Complete accounts receivable visibility

We put you in control

Internal Controls

Day-to-day cash activities in real-time

Cash management software for improved cash flow

True cash management gives you a complete picture of your cash footprint and working capital. Where is your business's cash coming from? Where is it going? Sage Intacct cash management software shows a complete picture of your cash position.

Manage bank accounts across all your locations

Cash management software provides automated bank reconciliations

For easier cash management, import statements from your financial institutions and automatically reconcile your checking, savings, and credit card accounts in just minutes. Spot exceptions, manage bank errors, monitor for fraud, and maintain accurate cash balances.

General ledger and financial management platform unlike any other

Unlike basic business ledgers and GL software, Sage Intacct's powerful and innovative general ledger and financial management platform uniquely provide the extensive visibility, scalability, and flexibility you need to thrive without limitations. It's the ideal GL accounting foundation for smarter, flexible financial management.

Multi-dimensional general ledger visibility 24/7

Sage Intacct general ledger software shows you reports and dashboards across any combination of drivers and metrics. With dimension values – pre-built, user-defined, or required – you capture the unique business context of transactions, operational measures, and budgets and see the most relevant real-time views of business performance.

Multiple entity and multiple currency consolidations made easy

Sage Intacct general ledger and financial management platform make it easy to manage complex financials for multiple entities – domestically or globally. Consolidate financials with the push of a button, automate currency conversions, and get consolidated financial statements without waiting for month-end.

Robust multi-book functionality

Sage Intacct's general ledger software lets you see the difference between financial accounting statements in U.S. GAAP and IFRS, and on a cash basis – side by side. User-defined books let you easily report on a tax basis or on any country-specific or industry-specific standard.

Fast and powerful multi-ledger performance

Close your books in stages for a more efficient period end. Sage Intacct GL financial management lets you close subsidiary ledgers independently. Meanwhile, you continue to operate business-as-usual during the close period by closing one ledger while other ledgers are still processing transactions.

Automate the Order Management Cycle

Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle higher order volumes, order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy and increases profitability.

Integrated Salesforce Management

Order Management Workflows your way

Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. Simply input orders when they come in – and never enter them again. Data automatically flows to order fulfilment, billing, revenue accounting, and all the other places you need.

A Streamlined Procurement Cycle

Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase purchasing speed, accuracy, and efficiency. At the same time, Sage Intacct’s comprehensive suite of dashboards and reporting tools lets you monitor budget vs actuals, analyse costs, and gain visibility into your entire procure-to-pay cycle. That’s purchase order software, perfected.

Sage Intacct puts you in control

Take complete control of your entire procure-to-pay process. With Sage Intacct purchase order software, you leverage best-practice templates that enforce and control your careful, thoughtful processes for purchase requisitions, quotes, orders, returns, and more. Set spending limits to maintain budget compliance with spend management. And you can use tailored workflows and approval processes for purchase order management to ensure everyone adheres to your organisation’s unique requirements.

Faster, Smarter Purchasing

Sage Intacct’s cloud-based purchase order software automates your unique workflows and accelerates purchase requisitions, purchase orders, and approvals. The Sage Intacct purchase order system connects with accounts payable, cash management, and inventory, so you don’t enter the same information twice. And you can drag-and-drop files for simpler recordkeeping and instant access to supporting documents.

See the entire Purchase Management Process

Sage Intacct purchase order management software gives your team easy access to critical information. You’ll see customisable, role-based purchasing dashboards, so you can quickly track budget performance, compare purchase quotes, see price breaks, and more. With real-time information at a glance, Sage Intacct purchasing software lets your team focus on making the right purchase decisions.

Use Sage Intacct Purchasing to create structured, predefined transaction and approval workflows that improve efficiencies.

Stronger Teamwork

Stay on top of open issues

Stay informed with one-click access to all related messages and the ability to leave notes, and have conversations, right inside Sage Intacct.

Automation and Productivity

Real-time access to AP transactions and data

Streamline contract and subscription billing lifecycles

Automate a variety of Pricing and Billing Models

Sage Intacct contract and subscription billing eliminate labour-intensive manual calculations with built-in tiered pricing and usage-based billing. Save time and drive revenue with models that match the sophistication of your business. From billing across regular periods to non-linear billing such as milestones, Sage Intacct lets you adapt pricing and billing – all with constant visibility with complete reporting.

Integrate Billing with Automated Revenue Recognition

Regardless of your billing model, Sage Intacct billing software can meet all of your compliance needs for revenue recognition. When you tie billing and revenue recognition together through the contract, you can automatically recognise revenue as performance obligations are met.

Easily and quickly handle

Project Costing and Billing Complexities

Project-based companies in engineering, consulting, and other professional services face a more diverse mix of clients and projects – and that leads to increasing complexities. You want to bid smarter based on historical profitability.

Meanwhile, clients want different billing terms and invoice formats/data. That’s where Sage Intacct shines, with a comprehensive project-billing solution to streamline and simplify this critical process.

Cost Projects More Accurately

Your professional services firm needs a project costing and financial management platform to match the way you work. Whether you just need to track expenses by projects, identify unbilled research and development costs, or run billable services projects for clients, Sage Intacct project costing and billing software has the answers you need.

We show you the true financial impact of past projects, so you can make smarter project bids. By tying into your CRM system, Sage Intacct shows you what’s in the pipeline, so you line up the right people and materials and turn bids into projects without manual data re-entry.

Faster Invoicing and Billing for Improved Cash Flow

With Sage Intacct project costing and billing software, you can combine different billing terms on a single project or multiple projects and deliver a consolidated invoice. You can base invoices on time and materials, fixed fees and milestones, or percentage completion.

Apply any custom invoice templates based on a specific project for each customer and configure invoices to individual client formatting specifications. With Sage Intacct, you save money and time while improving cash flow.

Reduce Revenue Lekeage

Sage Intacct project costing and billing software cuts revenue leakage through an integrated process spanning sales, finance, and operations.

Personalised dashboards give you real-time visibility into budget versus actuals, billed versus unbilled expenses, and billable hours versus unbillable hours. You can even track change orders and not-to-exceed amount triggers so you can carefully manage the project and adjust plans as needed.

Automated Revenue Recognition

Bring it All Together

If your multi-location organisation faces complexities – decentralised payables, inter-entity transactions, multiple currencies, global consolidations – you’re ready for Sage Intacct. Our financial management platform for multiple entities automates financial consolidation activities including currency conversions, inter-entity transactions, local tax reporting, and more, eliminating manual efforts so you can close the books faster and focus on growing your organisation fast.

Multiple Entity Consolidations

At the push of a button, get granular visibility with eliminations and currency impacts recorded as journal entries, and easily make post-consolidation adjustments. Automate intercompany eliminations at the point of consolidation, and consolidate complex ownership structures such as minority and partial ownerships. With Sage Intacct, you can close the books faster and view interim summary figures at any time – your financial statements are ready when you are.

Project Financial Management

Project Accounting

Deliver relevant insights to all Stakeholders

Automate day-to-day Revenue Recognition Tasks

and regulatory compliance

Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.

Align Revenue Recognition with Expense Allocations

Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.

Reduce your Dependence on IT

Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.

Automate your Most Important Process – turning Orders into Cash

Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.

Cloud Based Inventory Management

When it comes to inventory management, you can’t afford to have too much or too little stock on the shelves. Unfortunately, inventory can be a rapidly moving target: multiple warehouses, different units of measure, and part numbers that change through kitting. With Sage Intacct's online inventory management system, it’s easier to track, value, and manage your stock—maintaining accuracy at every step of the way.

Optimise Inventory

Sage Intacct's real-time inventory management software features comprehensive reporting so you can see across locations, products, and inventory status. That means you can make smarter decisions to optimise inventory levels and set efficient reorder points and quantities.

Multiple Locations

Make Faster Decisions

With Sage Intacct, you’re fully armed to make smarter decisions that optimise inventory levels, set efficient reorder points and quantities, and use working capital more efficiently.

Software that works the way you do!

Use standard templates for adjustments, transfers, damaged goods, scrap, and more. Or create your own templates that fit your organisation. Sage Intacct lets you create a seamless web-based inventory process, from vendor quotes to customer invoices.

and Financial Management Platform

Sage Intacct fixed asset and financial management platform accelerates and simplifies accurate accounting throughout the entire fixed asset management lifecycle.

You work with a single set of asset-acquisition, depreciation, and disposal information that’s automatically shared with the general ledger accounts payable and purchasing.

Tag fixed assets with dimensions to track how costs are distributed by location, department, project, and more. Then, clearly report book values using visual dashboards and reports.

Sage Intacct fixed-assets software enables you to centrally manage and safeguard your business’s fixed assets. That means easier tracking and reporting of asset information including condition, insurance status, and maintenance logs – even after a disaster – thanks to world-class security, cloud backups, and disaster recovery.

and Tax Depreciation

Sage Intacct fixed asset software lets you easily maintain separate tax and accounting books and automatically record different depreciation methods for asset categories. Use straight-line and reducing-balance for accounting, for tax depreciation–or create your own schedules.

The best-of-breed cloud solution for Connecting Finance and Sales

Sage Intacct offers pre-built integration with Salesforce to give you a best-in-class financial management platform with the best-in-class Salesforce cloud CRM platform. This delivers seamless integration and alignment to improve productivity, fuel growth, and accelerate revenue.

Together, Sage Intacct and Salesforce give you a complete view of every customer, streamlined accounting workflows, and a smarter quote-to-cash process. The powerful combination of Sage Intacct and Salesforce also creates productive communication between the department that makes the numbers and the department that manages them.

Point and Click Integration

It’s easy to integrate Salesforce with the Sage Intacct financial management platform. That’s because our CRM integration was prebuilt on the Salesforce platform. You won’t need expensive third-party integration, IT support, or custom consulting. With the Sage Intacct cloud financial management platform, you just point, click, and connect.

No more Blind Spots

with Salesforce Integration

Open APIs allow Multiple, Stable, Secure Integrations

Technology advancements, like SDKs and resource whitelisting, make integrations between systems quicker, secure, and reliable. Language agnostic APIs rely on XML requests and responses. Roughly 60% of Sage Intacct transactions post using web services. 

Integration is standard with Sage Intacct

Support Complex Business Processes with Integrations

Map and Manage Solutions with Ease

Trustworthy Platform Infrastructure

Vital questions about any cloud-based system revolve around stability and security. The problems you might struggle to overcome in a stand-alone system – such as caching, error handling, permissions, and encryption protocol – are seamlessly built into custom platform solutions without any coding on your part.

Platform Services helps Accelerate Customisation

Automate day-to-day revenue recognition tasks

and regulatory compliance

Sage Intacct removes the complexity, time, and frustration associated with revenue recognition. We help you simplify revenue management by flexibly configuring expense amortisation to match or differ from your revenue recognition terms.

Automate your most important process – turning orders into cash

Sage Intacct’s recurring-revenue management software lets you integrate with Salesforce for a seamless, bidirectional flow of order, customer, and contract data to save time and reduce manual errors. Streamline subscriptions and recurring-revenue recognition with real-time updates to accounting and billing for discounts, usage, renewals, upgrades, cancellations, and other changes.

Align Revenue Recognition with Expense Allocations

Templates and schedules in Sage Intacct mean you can automatically recognise revenue according to accounting standards. Sage Intacct lets you recognise revenue and amortises expenses, even as contracts change.

Deliver relevant insights to all Stakeholders

Out-of-the box Revenue Recognition Functionality

Enjoy out-of-the-box functionality that reduces the need for IT resources. You can handle revenue management requirements with configuration, not scripting. Structure your workflows to capture and edit contracts natively in Salesforce without additional integration software.

What’s Qnect Integration?

Qnect for Sage CRM is a real-time integration that links Sage CRM to various Sage accounts solutions.
It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.

Sage CRM is a browser based CRM solution from Sage that allows you to manage any business interaction with your prospects, customers or suppliers that do not need to reside within an accounts system. This can include storing details about phone calls, emails or meetings. As well as managing sales pipeline, opportunities, quotes and orders. Additionally, Sage CRM can be used to record and manage customer issues and marketing activities such as Mailchimp campaign and outbound calls.

By combining Sage CRM with Sage Accounts you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

Opportunity tracking

Opportunity management – the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyse their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.
Watch video overview

Qualification

Analyse and specify your customers’ needs taking into account the information gathered with Sales Creatio. Opportunity page displays key indicators that can help assess probability of closure for each opportunity. Having analysed each opportunity, reject or confirm further participation in a deal, and assign a sales rep to own the opportunity.

Presentation

Choose the appropriate presentation from the digital library where all sales assets are stored. Identify decision-makers to focus your efforts on and ensure better results. The underlying process will remind you to send the meeting minutes upon completion of the presentation summarising all decisions and agreements that were made.

Sales analytics

Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales at each stage, identify the best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.

Develop and submit proposal

Leverage valuable data collected throughout the negotiation process to effectively define the sales tactics. Prepare the proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.

Contracting

Close the deal by following the guidelines of the contracting stage. With the help of the reference process for document approval, you will easily pass the approval stage and have all the paperwork done for signing. Don’t forget to register your win in the system and get yourself on the leaderboard!

Sales Pipeline

Leverage the pipeline tool in the system to analyse the company’s performance at each opportunity stage, identify ‘bottlenecks’ in the opportunity conversion between the stages, evaluate pipeline integrity, and compare the pipelines by individual sales reps or departments. The system allows you to drill down into the particular opportunity stage and see the number of opportunities at this stage and the sales volume by sales reps.

360° customer view- account and contact management

Account contact management builds a 360-degree view of your customers. Use Sales Creatio to keep a record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions.

Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.

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Collaboration Tools- Communication Panel

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important events.

Calls

Make and receive calls directly in the system thanks to integration with a PBX system and a unique solution designed to effortlessly connect to any cloud VoIP service. Access the complete call history via the communication panel to swiftly find recently contacted customers. Leverage the call recording capabilities to control the sales reps’ performance and video-calls to boost collaboration between team members. In addition, Creatio users can communicate with each other (including video calls) via IP-telephony completely free of charge!

Analytics

Keep track of day-to-day operations and overall business performance with Sales Creatio. Analyse employee productivity based on their tasks, emails and phone calls. All dashboards are easily customisable and track important indicators, such as the average number of activities per day or the number of successful meetings compared to the previous period and many others.

Enterprise Social Network

Use Enterprise Social Network (ESN) to keep your finger on the pulse of your business. You can get updates and notifications on the latest deals, projects or even contacts from various channels with an ability to comment and “like” different posts in the newsfeed. You can use the ESN in the Creatio mobile app as well.