Aligning Finance and SalesBEST-IN-CLASS ERP AND SALESFORCE

2 Preferred Provider

BusinessSolutions

Topics

• Introduction

• Aligning finance and sales– Salesforce integration– Quote-to-cash process – Collaboration

• Product demonstration

3 Preferred Provider

BusinessSolutions

We Are Best-in-Class Cloud ERP

preferred provider of financial applications

strategic partners

120+partner ecosystem

Top IPOsrun on Intacct

1,000,000+monthly transactions by top customer

3,000+users by top customer

8,800,000+concurrent revenue schedules

11,000+customers

4 Preferred Provider

BusinessSolutions

We’ve Made Companies Just Like Yours Successful

Public

Private

Inc. 500

Fortune 500

Domestic

Global

5 Preferred Provider

BusinessSolutions

We Know How Cloud Businesses Are Changing

Multiple Types ofRevenue

DiverseSubscription

Models

Work Team Silos

Renewals and Add-Ons

SaaSMetrics

(5Cs)

MOREComplexity

MOREVariabilityM&A and

Global Expansion

CONTRACT

FULFILLCONSOLIDATE

REPORT

QUOTE

RECOGNIZE BILL

6 Preferred Provider

BusinessSolutions

Intacct: Only Solution To Do It All

Intacct Collaborate

IntacctRevenue

Management

Multi-EntityGlobal

Consolidation

IntacctContract

Billing

IntacctDigital

Board Book

SalesforceIntegration

The peoplewho know the most,prefer us

BEST-IN-CLASSCLOUD ERP

CONTRACT

FULFILLCONSOLIDATE

REPORT

QUOTE

RECOGNIZE BILL

7 Preferred Provider

BusinessSolutions

Aligning Sales and Finance

Automated Processes CollaborationConnected

Systems

8 Preferred Provider

BusinessSolutions

Partnership to Drive Customer Success and Reduce Risk

• Early access to technology that fuels innovation

• Commitment to best-in-class approach that drives joint value

• Tight integration to coordinate the complex quote-to-cash process

• Coordinated engagement and streamlined support

8

Innovation Support Success

9 Preferred Provider

BusinessSolutions

Deepest Integration with Salesforce

• Seamless quote-to-cash processto minimize data re-entry

• Instant visibility for sales into billing, payments

• Built-in support for ASC 606 and IFRS 15 to remain in compliance

• Chatter extended to finance to resolve exceptions, accelerate processes

• Unified financial and operational data for faster decision-making

9

Contract

Billing / Payments

Revenue Recognition

Chatter Single Sign-On Digital Board Book

Opportunity / Contract

Order / Payment Status

Subscription Management

10 Preferred Provider

BusinessSolutions

Deepest Integration With Salesforce

Seamless access to all leads, opportunities and customer information

See everything together to

make decisions faster

CONTRACT

FULFILLCONSOLIDATE

REPORT

QUOTE

RECOGNIZE BILL

$42B+ processed through Salesforce and Intacct

40%+ annual customer growth rate

The Salesforce integration with Intacct has exceeded my expectations. The processes are more integrated…data is no longer in the accounting silo,

it can be seen within Salesforce by our business users and by our whole team.− Hans Schaedel, CFO, Canto

”“

11 Preferred Provider

BusinessSolutions

Quote-to-Cash: Before

• Data entry/re-keying• Lack of controls• Manual tracking of revenue recognition/billing• Errors/inaccuracies• Fragmented, cumbersome reporting

Process Problems• Revenue loss• Auditing issues• Extended DSOs• Customer dissatisfaction

Business Impact

STEP I:Sales entersquote in CRM

Step IV: Project manageruses Excel to check implementationresources schedule

Step V:Finance re-enters time and expense to book order submit invoice and recognize revenue

STEP II:Sales operationsre-keys order into finance system

STEP III:Services re-keys order into PSA system

• Systems with limited functionality

• Data silos• Spreadsheets

Patchwork of:

12 Preferred Provider

BusinessSolutions

Integrated, Automated Process

Quote-to-Cash: Intacct Automation

• No more data re-entry/re-keying• Integrated rules/controls• Automated revenue recognition/billing/order processing• High accuracy• Automated financial reporting PLUS operating data

Process Solution• Increased sales effectiveness• Audit-quality data• Improved cash flow• Customer satisfaction• Higher resource utilization

Business Benefits

Step IQuote entered in Salesforce with items and request for implementation resources

Step IIQuote flows from Salesforce to sales operations for approval

Step IIIServices VP reviewscontract and approves

Step IVApproved order (items), time and expense, customer invoiced, and revenue recognized

Step VProject manager secures implementation resources

13 Preferred Provider

BusinessSolutions

Intacct Collaborate—Salesforce Chatter Inside Intacct

• Eliminates back-and-forth emails about transactions

• Lets individuals collaborate, without leaving their everyday application

• Helps track changes to key information

• Drives conversations to improve performance

14 Preferred Provider

BusinessSolutions

Sales Representative Requests Discount

15 Preferred Provider

BusinessSolutions

Finance is Alerted to Discount Request

16 Preferred Provider

BusinessSolutions

Finance Manager Approves Discount in Intacct

17 Preferred Provider

BusinessSolutions

Discount Approval is Captured on Customer Record

18 Preferred Provider

BusinessSolutions

What We Will Demo Today

• Integration with Salesforce CRM

• Automated Revenue Management

• Intacct Collaborate

19 Preferred Provider

BusinessSolutions

We Make Our Clients Happy

1100+ reviews

And we’re not stopping here!

Leaderand high

performer

#1customer

satisfaction

Top Rated Vendoracross all three

company size categories

info@intacct.com | www.intacct.com | 877-437-7765

Questions?

21 Preferred Provider

BusinessSolutions

Interested in Learning More?

• Download a white paperMastering the Complexity of Revenue Management

• Try Intacct with a free 30-day trialhttp://www.intacct.com/trial

• Attend an upcoming webinarhttp://www.intacct.com/webinars

• Follow us on Twitter@intacct

• Connect with us on Facebookhttp://www.facebook.com/Intacct

• Contact us directlyinfo@intacct.com | 877-437-7765

info@intacct.com | www.intacct.com | 877-437-7765

Thank you!