Marketing for organizations

How Sage Intacct Can Help Provide Marketing Insights

July 3, 2024

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Marketers know that data and metrics tracking are vital to the process. What isn’t as well-known to marketers, however, is that accounting data can be an overlooked resource. With cloud-based business solutions like Sage Intacct software, you can gain valuable marketing insights that drive informed decisions and more effective campaigns.  

The Power of Accounting Data and Cloud-Based Business Solutions for Marketers 

Marketers often rely on intuition and creative instincts to craft compelling campaigns. However, data-driven decisions are essential for long-term success. Accounting data provides information that can be used as marketing insights to understand customer behavior, measure campaign performance, and allocate resources more effectively. With Sage Intacct software, users can access real-time financial data, giving them the behind-the-scenes view they need to stay ahead of the competition. 

Customizable Dashboards for Targeted Marketing Insights 

Financial data can be complex and overwhelming, especially for those without a background in accounting. One of Sage Intacct's standout features is its customizable dashboards. These dashboards allow marketers to see only the data that matters to their team, eliminating the noise and focusing on key metrics. This clear view of data can assist in:  

  • Tracking campaign performance. 
  • Monitoring budget spending.  
  • Analyzing customer behavior. 
  • Understanding cost-per-conversion. 

Improving Sales and Marketing Alignment 

Customizable dashboards also improve collaboration and communication within your teams, which is essential for driving business growth. Sage Intacct's reporting tools provide a centralized view of key metrics so everyone can stay aligned and speak each other’s language.  

Determining Campaign Effectiveness and ROI with Cloud-Based Business Solutions 

Measuring the effectiveness of your marketing campaigns is crucial for optimizing performance and justifying budget expenditures. Sage Intacct cloud-based business solution offers robust reporting tools that help you dive into potential marketing insights, such as conversion rates and member retention.  

Calculating ROI with Precision 

Return on investment is a central marketing insight for determining campaign effectiveness. Sage Intacct's reporting tools make it easy to calculate the return on investment by comparing the costs of your campaigns with the revenue they generate. This data-driven approach helps you make smarter budget decisions and ensures your marketing dollars are spent effectively.  

Creating a Data-Driven Budget 

Sage Intacct's financial planning tools help you create a data-driven marketing budget based on historical performance and projected outcomes. This helps to ensure that your budget is aligned with your overall marketing strategy and that you get the most value from your spending. 

Monitoring in Real Time 

Sage Intacct's dashboards update in real time. With real-time data, you can quickly identify trends and adjust your campaigns as needed. Sage Intacct's dashboards also provide a clear view of your budget so you can maximize the return on your marketing investment. This helps you stay on track and avoid unexpected expenses. 

Tracking Sales with In-depth Reporting 

Sales data is great for marketing analysis. Sage Intacct's in-depth reporting capabilities allow you to track sales performance and, in turn, gain valuable insights into customer behavior. These capabilities allow marketers to do a deep dive to discover opportunities for growth and make informed decisions about where their marketing efforts are landing with customers. 

Understanding Customer Behavior 

Customer behavior is a key factor in marketing success. Sage Intacct's reports help you analyze customer purchasing patterns, preferences, and demographics. This information allows you to tailor your marketing messages and campaigns to meet your target audience’s needs better. 

Boost Your Marketing Strategy with Accounting Data  

Incorporating accounting data into your marketing strategy can provide valuable insights and drive better results. With cloud-based business solutions like Sage Intacct, marketing insights can be gained from real-time financial data, customized reports can be created, and key performance metrics can be tracked.  

Ready to Boost Your Marketing Insights with Sage Intacct? Schedule a Demo Today. 

Sign up for a free demo of Sage Intacct today and start unlocking the full potential of your marketing strategy. Contact us now to get started. 


Josh Kozinski

Josh Kozinski

Meet Josh Kozinski, the Director of Business Development at enSYNC. With expertise in Sage Intacct, iMIS, and supporting technologies, Josh's mission is to simplify complex processes by transforming rogue spreadsheets and databases into streamlined, automated solutions. His dedication to delivering strategic solutions aligns perfectly with enSYNC's commitment to efficient and innovative nonprofit management. Josh is not just a leader at enSYNC; he's actively involved in prominent industry organizations. By staying connected with these networks, Josh remains at the forefront of industry trends and best practices. In addition to his professional pursuits, Josh serves on the Board of Directors for the Dallas Fort Worth Association Executives, giving back to the industry he's passionate about. Away from the office, Josh is an athlete at heart. He pursued his college education at Central Michigan, where he played basketball. However, what Josh values most is his relationships with his family and his faith in God. Josh is always open to discussions, whether you're seeking innovative solutions for nonprofit management, exploring industry trends, or simply connecting with like-minded professionals.