Why More Construction Companies are using Salesforce….and how Sage Intacct can help!

Over the last several years, construction companies have been embracing CRM to keep prospects and customers’ information in one system.  The need to track estimates, communication, appointments, and proposals in one system is becoming imperative as construction companies now have multiple salespeople, project managers, and sales engineers.  No longer can the estimate be written up on the back of a piece of paper.

More construction companies are looking to Salesforce for their CRM needs since it can be customized and there are CPQ features available within the product.  Also, Salesforce is 100% Cloud-Based! 

However as Construction Companies switch over to Salesforce, many of the legacy Construction Accounting and ERP Systems are left on-premise and not connected to Salesforce.  That is where Sage Intacct comes in.  A true Cloud-Based Accounting and ERP solution for Construction!

ETHOSystems knows how to connect Salesforce to Sage Intacct for real bi-directional communication. 

In Salesforce we can create a new Opportunity

Screen Shot of creating a New Opportunity in system
New Opportunity

 

We can record all the Job Details and mark the job as “Closed Won”

Screen Shot Marking the Job Opportunity as Won in the system
The Job Won Screen

Once we mark it as won, it will create the Customer and Job within Sage Intacct Automatically and link it back to Salesforce.  Therefore, as customer and job information is updated in Sage Intacct, that is passed back to Salesforce.

Screen Shot showing the job creation in Sage Intacct
The customer and Job will automatically be created in Sage Intacct from Salesforce

The goal is to keep your salespeople out of the accounting solution and in their CRM solution ONLY!

If you want to learn more about how this works or see it in action, please contact us here at ETHOSystems.