Archive for October, 2012|Monthly archive page

InterWeave Smart Solutions – ACH/Credit Card Payment Gateway – now on the Sugar Exchange

 

InterWeave Smart Solutions (our next offering) are now on the Sugar Exchange.  http://www.sugarexchange.com/product_details.php?product=909

 

Connecting your SugarCRM or Web site to the payment processing networks is exceptionally difficult and typically beyond the expertise and technical resources of most online customers.  Instead, customers can easily integrate the Smart Payment Gateway (ISPG) with their application and connect with payment processors like Authorize.net, Transfirst, First Data, Intuit Merchant Services, PayPal and many more.  ISPG provides the data structure, workflow and complex processing logic, support and security necessary to ensure fast, reliable and secure transmission of transaction data.  ISPG manages the routing of transactions just like a traditional credit card swipe machine you find in the physical retail world, however, ISPG uses the Internet instead of a phone line. Once installed, ISPG is available 24/7 for processing transactions.

Add in the SugarCRM_QuickBooks Smart Solution; you know have automated front office application connected with your back office.

Salesforce AppExchange Review by American Credit – Credit Rating for InterWeave – 5 out of 5

 

InterWeave Smart Solutions was recommended to us by our Salesforce Consulting Partner, CRM Guidance, as THE Integration Solution to integrate our Salesforce and QuickBooks with the Automated Payment Gateway to Authorize.net. American Credit Repair Centers have a combined total of 20+ years of experience dealing with clients’ finances and the credit industry itself, and they are Credit Experts who analysts review each credit report prior to enrolling any client and understands not only the way information is supposed to be reported but the method in which it takes to hold creditors accountable for misreporting this information.

 

We are new to Salesforce and were looking for a seamless integration from or our front office (Salesforce) to our back office (QuickBooks). Besides this requirement, we needed an automated payment gateway to our Merchant Service Bank (Authorize.net) within our Salesforce Opportunities for real-time, scheduled and recurring customer payments, which will automatically create Sales Receipts in QuickBooks. InterWeave’s ACH & CC Payment Gateway fit the bill. With a three (3) day round trip cycle on every Credit Card transaction, we know Payment status in real time. We are in the process of configuring the Saleforce_QuickBooks Solution now, as we don’t use standard objects under Opportunities (Products). We use custom line items which integrate nicely with QuickBooks Items – another configurable selection in InterWeave. My Credit Rating for InterWeave – 5 out of 5.

 

My name is Steve White, CEO/President of American Credit, LLC, and you can contact me at (310) 829-9900 Ext. 102. For details about my company, visit our website at http://www.americancreditrepair.us/.

 

InterWeave Smart Solutions – SugarCRM to QuickBooks Integration – now on the Sugar Exchange

After a long wait from the Sugar Forge, InterWeave Smart Solutions are now on the Sugar Exchange.  http://www.sugarexchange.com/product_details.php?product=308

Configure your InterWeave Integration Solution that integrates all SugarCRM objects (Accounts, Contacts, Quotes, Products, Cases, etc.) to all QuickBooks objects (Customers, Jobs, Sales Orders, Sales Receipts, Invoices, Estimates, Items, etc.) with your business process and work flow – all with Configuration. Sophisticated Customizations? Custom Process? Custom Objects? Custom Fields? Call Us – We do this every day.

We are delighted to be here. Keep tuned, this is the first of many.

American Credit chooses InterWeave Smart Solutions for their Salesforce_QuickBooks_Payments Integration

InterWeave Smart Solutions, a leading cloud service provider for CRM Integration, today announced that American Credit, a leading Credit Restoration Expert, choose InterWeave for it’s Salesforce_QuickBooks_Payments integration Solution.

InterWeave Smart Solutions deliver complete configurable Solutions to integrate today’s popular business applications; you configure, test, run. An alternative to inefficient program and consultant-based approaches, our next generation web-based Solutions are powerful yet easy to use, extremely affordable, and deploy in just days.

  • Complete, pre-built integration Solutions – between “Best of Breed” applications
  • All processes, workflow logic, mapping is ready for you to configure – with a mouse and the web
  • Smart Solutions are completely configurable by the customer with picklists, drop downs or custom fields
  • Start-ups, SMB or Enterprise – select exactly the right configuration for you – modify at any time
  • Extensive portfolio of Smart Solutions waiting for you to configure
  • Complete outsourced packages available – no software, no hardware, no developers, no overhead – just sign and go
The Salesforce_QuickBooks_Payments Smart Solution provides:

  • Uni or bi-directional integration at object level
  • Customers, Invoices, Sales Orders, Sales Receipts, Contracts, Jobs, Estimates, etc. in QuickBooks from your Salesforce
  • All QuickBooks information; Customers, Invoices, Sales Orders, etc. create or update Accounts, Contacts, Opportunities and Products in your Salesforce
  • All QuickBooks history available in your Salesforce
  • Configurable options allow you to change configurations as your business changes—at object level
  • Error Management, Monitoring, Log Level Viewer
  • Automatic email or IM notification if error detected
  • Automated Payments integrated with your Merchant Service Bank (real-time, scheduled and recurring payments)
“We are very excited that American Credit Repair chose InterWeave to support their Salesforce_QuickBooks_Authorize.net integration.” said Bruce Magown, CEO, Integration Technologies, Inc. “American will now have full automation of customer payables integrated in their CRM and Financial Accounting Package.”

Live Demo

For a live demo of InterWeave Smart Solutions, and to learn about our special promotions, contact (800) 671-8692 x101 or sales@interweave.biz.

Mark Soloway – Soloway Designs – Architecture and Planning chose InterWeave Smart Solutions for their Salesforce_QuickBooks Integration

InterWeave Smart Solutions was recommended to us by our Salesforce Consulting Partner, MK Partners, as THE Integration Solution to integrate our Salesforce and QuickBooks. Soloway has created a new product, Tady Tote, which is a soft, flexible indoor/outdoor cushioned area for your baby to play on, have tummy time, nap or roll around. Quick and easy to clean-up, it is ideal for play dates, outings at a park, or really anywhere. Tady Tote is available on our ecommerce website – www.tadytote.com. Our Consulting Partner had written the integration between our ecommerce site and Salesforce, so what we needed now was full integration between Salesforce and QuickBooks, in real-time, to process our ecommerce transactions (Sales Receipts). We are highly interested in utilizing the reporting capabilities of Salesforce to understand demographic selling and to quickly adapt to changing market conditions, but needed complete back office transaction accounting seamlessly integrated.

The patience, support and guidance provided by the InterWeave Smart Support group has been exemplary. GTM meetings were easily scheduled, new feature request were implemented and we have configured the exact Solution that works for us. We found the InterWeave team easy to work with, knowledgeable and ready to recommend best practices with work flow and business process within our Salesforce/QuickBooks ecosystem. They are a 5 out of 5.

My name is Marc Soloway, and I am the CEO and Founder of Soloway Designs, Inc. You can contact me at (520) 219-6302 x7001. For details about my company, visit our website at www.soloway-designs.com or www.tadytote.com.

InterWeave Smart Solutions adds new Extraordinary Features

InterWeave Smart Solutions, the world’s leading provider of Smart Solutions that integrate the leading CRM provider, Salesforce, SugarCRM, MS Dynamics, etc with Financial Applications like QuickBooks, eCommerce systems like Magento, Credit Card Processing Systems like Authorize.net and much more. The difference is Smart Solutions have already created the integration – it’s presented to you in configurable form with picklist, drop downs, custom fields, etc. –  just like Salesforce.

InterWeave Smart Solutions are currently helping thousands of Sales, Financial and Operations professionals manage their business better. No more manual processes. No more standalone systems to run your business. You now have instant access to your customer’s information in consolidated form – in either application(s). More time to work on your business instead of in it.

New Features? Every four to five weeks, InterWeave Smart Solutions releases a new set of functionality based on guidance from our customers. In the Integration Economy, consistently providing new features to surpass customer’s expectations is the norm.

1. Multi-invoice creation from one opportunity

In today’s rapid business pace, companies require creation of multiple invoices from one opportunity in real time, to support continuity in customer records. InterWeave Smart Solutions creates the initial Invoice upon creation of the opportunity in Salesforce. For example, a $395 Membership Fee Invoice is created upon establishing the opportunity in Salesforce. Next, the Account Representative has discussions with the customer regarding program selection and detail, and can now create a second Invoice with newly created line item detail. Both Invoices are linked to the Customer in QuickBooks and the Account in Salesforce. 

2. Product line items or custom line items

InterWeave Smart Solutions customers can now select, through configuration, either standard Product Line Items or custom Line Items when they are building out their Opportunity detail in their Salesforce Opportunity. Configurable selections have been added in the Opportunity to Invoice, Opportunity to Sales Order and Opportunity to Sales Receipt pages to provide customers with very flexible options.

3. Custom object integration

The ability to select a custom object, as opposed to a standard object, is now available as a configuration option in all four InterWeave Smart Solutions for Salesforce to QuickBooks. You can substitute custom objects vs. standard objects to build your detail in your Accounts, Opportunities and Products. You will have to connect the fields you’re looking to integrate, but access to custom objects is now configurable.

4. CC/ACH payments/refunds going to QuickBooks automatically

Our Credit Card/ACH Payment Gateway Solution is tightly integrated with our Salesforce_QuickBooks Smart Solution. We’ve added the capability of Payments/Refunds, processed in Salesforce at the Opportunity or Account level, to create Received Payments or Refund transactions in QuickBooks – in real time. Combined with our 30/60/90 and Current Balance Outstanding feature – you have a 360 view of you customer in Salesforce. Additionally, these custom objects and fields are available for reporting in Salesforce.

5. Dynamic assignment of QB Accounts from COA to QB Items when created from SF

 Now Products/Items can be assigned to Accounts from COA two ways:

  1. Static assignment – when corresponding Accounts are set explicitly in Company configuration.
  2. Dynamic assignment when each Product/Item can have a specific value of each Account from the corresponding field in CRM system.

If more then one Account is needed to create an Item – combined schema can e used as well (some Accounts assigned statically, some – dynamically).

6. Real time Integration Metrics (coming soon)

Real time Integration Metrics will be available in your Salesforce as a Dashboard. Integration Connection Status, Total Dollar transactions by type – Salesforce to QuickBooks, Total Dollar transactions by type – QuickBooks to Salesforce, etc. Looking of others?  Just let us know.

Want to learn more?  Watch an On-Demand demonstration here for our Salesforce_QuickBooks Smart Solution, or the real-time Credit Card and ACH Solution.

Want to discuss your specific business workflow and requirements?  Email me back, or call at (203) 274-5226.

Thank you for your interest in InterWeave Smart Solutions, I look forward to talking with you soon!