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1. Where’s the Cash in your Lead to Cash Process? Kathleen Lord, VP Sales, Intacct Doug Harr, CIO, Ingres Best Financial Software Solution
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6. General Ledger Accounts Payable Accounts Receivable Cash Management Expense Management Revenue Recognition Order Management Inventory Management Procurement Management Project Management Time & Billing Client Expenses Executive Dashboards Reporting and Analytics Budgeting Events Management Integration Intacct Financial Management Solution
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9. IT Delivery Strategy On Demand (SaaS) or Open Source (Ingres+) Intacct Financials/Distribution Financials Order Entry/Distribution Professional Services Co-Location Corporate Web Site & Community Customer Service Ticketing E-Mail ADP HRIS, Payroll Solutions Workforce management Benefits Payroll Salesforce CRM Applications Lead Management Sales Forecasting Sales Operations On Premise, On Ingres Intranet / Knowledge / Document / Content Management Workflow / Forms Management Integration / Reporting Hub Networking, Telephony
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13. Salesforce CRM & Intacct ERP Opportunity Management Steps to Enter the Deal #1 Enter an Account; Push to Intacct #2 Enter an Opportunity Summary #3 Enter the Sales Order #4 Print the Order Form
23. Q & A Kathleen Lord, VP Sales, Intacct klord@intacct.com or 408-878-0960 www.intacct.com Doug Harr, CIO, Ingres dharr@ingres.com www.ingres.com Come Visit us at Booth #703 Best Financial Software Solution