Salesforce Chatter and Financials – A Perfect Mix

Posted on: January 5, 2015 | By: Craig Thompson | Intacct

As technology continuously advances and evolves, we can definitely say that social collaboration is no longer a stranger to the finance world. This is the reason why it is so important for products like Intacct to have top of the line communication features. If you haven’t already, take a look at Chatter, Intacct’s comprehensive communication system which has stemmed from a unique partnership with

Chatter is a social collaboration layer in Saleforce that is used for sharing information and creating dialogue around processes, transactions and business events. Customers who use chatter are able to collaborate efficiently on sales activities, marketing, and customer support cases with speed and ease.

So why does Chatter work so well for finance? Using Chatter inside Intacct will allow people involved in financials to:

Create groups surrounding key processes.

Improve collaboration between firms.

Increase knowledge sharing between distant areas of the business around customer status.

Create an audit trail for transactions.

Add a social element to transactional processes creating a personal experience rather than a slow set of workflows.  

Most of all, by embedding Salesforce Chatter into Intacct, your financial team will have access to the same social network your sales and marketing teams are already using. The front and back office will be able to collaborate directly, using the same tools.  Salesforce Chatter and Intacct integrate easily, allowing all aspects of your business  the ability to be social within their business applications.

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