Archive for the ‘American Credit’ Category

InterWeave working with Customers – typical questions being asked regarding Salesforce to Quickbooks

We work with customers who require a level of integration solution that other vendors cannot provide. For example:

1). If the integration fails because of an ‘Open’ invoice on the QB side, will it run again automatically?

(answer) Only after Invoice is resaved. We can of course roll back after every error – but in this case the entire batch will be reprocessed, which doesn’t make sense to me. Also – if invoices will be processed in batches it will be very easy to ask people not to open them during the run.

2). Sometimes we see two invoices created, after the integration. Could this be an issue for us going forward?

(answer) That is happening only if invoice is locked out and will be corrected after invoice is resaved.

3). We’d like to see a demo of the invoice attachment functionality. How difficult is it to implement, and will it impact anything on the Finance departments process?

(answer) Email setup of the invoice should include our address, which will get the attachment. Email should have invoice number in the subject (preferable) or in the body of the message. When we see all this information – we can configure email gateway and start testing it.

4). Can Payable to be hardcoded in QB (rather than being sent from SFDC), since all invoices will that field as the same? Not sure what SF field you are referring to. I do not see such mapping in your Company Profile.

5). How can we support multiple invoice templates? How do we auto-associate invoices to two different kinds of templates in QB (weekly and bi-weekly)

(answer) That feature is not a part of a standard, out-of-the-box offer. It is about one day of development. Please agree this with Bruce and we will proceed.

These are the typical questions we address every day.

In case, you are working with QuickBooks Desktop over a network or any company file then you may encounter few performance issues.

https://integrationtechnologiesinc.desk.com/customer/en/portal/articles/2951568-in-case-you-are-working-with-quickbooks-desktop-over-a-network-or-any-company-file-then-you-may-encounter-few-performance-issues-

For our Salesforce Customers – we like the DMS Scanner

Gain immediate insight into the quality of your Salesforce data. Within minutes, DMS Scanner scans your Leads, Contacts and Accounts and provides business intelligence on the state of your data quality by identifying the number of duplicates inside your Salesforce, and the percentage of missing fields.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000005vPKWEA2

InterWeave Smart Solutions to Open New Office in Boston

InterWeave Smart Solutions®, is the industry’s most comprehensive SaaS, Integration Platform for CRM integration.

Online PR News – 07-May-2018 – New York, NY – InterWeave Smart Solutions is the industry’s most comprehensive SaaS Integration Platform for CRM Integration with Smart Solutions that integrate Enterprise Systems, Legacy Applications, Databases, Files, Content, and Web Services. InterWeave is designed to help enterprise, mid-market and non-profits quickly and affordably build, deploy and maintain integration solutions – is opening a new office in the Boston Financial District, to accommodate rapid growth and leverage the area’s diverse high-technology talent pool.

Drawing on more than 12 years’ experience in the market, InterWeave is designed to help enterprise, mid-market and non-profits quickly and affordably build, deploy and maintain integration solutions. Fast, affordable, and tailored to meet the customer’s needs, InterWeave can jump-start or expand a company’s integration effort, generating immediate business value and rapid ROI. Having undertaken over 8,000 CRM integrations since 2006, the company is ideally positioned to support clients in this vital space and provide them with the expertise and knowledge regarding integrations they need.

“Boston has always been a critical target market for InterWeave. Its high concentration of wealth and asset managers, banks and technology companies will drive growth for our company,” said Bruce Magown, CEO of InterWeave. “We look forward to building our presence in the city and becoming actively involved in the technical excellence of this region.”
InterWeave is among the leading technology companies specializing in CRM Integration with offices in New York, Connecticut, Massachusetts and Toronto.

About Integration Technologies, Inc. (DBA) InterWeave Smart Solutions

Integration Technologies is a pioneer in the development of Smart Solutions for uniting systems, legacy applications, databases, workflow’s, and Web services, from within and across the enterprise as a service; and then extends those systems to connect with their suppliers and customers. As a leading Systems Integration solution, Integration Technologies InterWeave Smart Solutions offer a rapidly deployable and infinitely scalable solution for integration of business-to-business, business-to-consumer connectivity, business processes optimization and application integration. For more information, please visit http://www.interweave.biz or contact us at (800) 671-8692 x 1.

InterWeave is attending bpmonline Accellerate 2018 in Boston next month

InterWeave is looking forward to attending bpmonline Accellerate 2018 in Boston next month. Will be good to meet the partner people we have been talking with.

SugarCon 2018 just announced

Looks like InterWeave will be attending.

Jennifer Lopez. Lionel Ritchie. Cher. SugarCon 2018.

The hottest tickets in Las Vegas are available now, and while a ticket to Carlos Santana won’t influence your business, attending SugarCon will certainly catalyze your skills and invigorate your network.

Find your next project. Solve a specific challenge. Network with the right people.

Since we’re offering the deepest discounts on SugarCon registration that we’ve ever offered, don’t miss the best show in Las Vegas this October.

SugarCon 2018
October 10-11, 2018
The Cosmopolitan of Las Vegas

InterWeave Smart Solutions: Redefining Field Service Management in 2018

InterWeave Smart Solutions® is the industry’s most comprehensive SaaS Integration Platform with “Smart Solutions” that integrate Enterprise Systems, Legacy Applications, Databases, Files, Content, and Web Services for Cloud integration. InterWeave is designed to help enterprise and mid-market companies quickly and affordably build, deploy and support new technology driven, cloud-based Field Service Solutions.

With the increasing penetration of cloud computing and related technologies, such as Internet of Things (IoT), big data, and serverless architecture, the demand for cloud FSM solutions and services among enterprises is gaining huge traction. The cloud Filed Service Management (FSM) market size accounted for $903.7 Million in 2016 and is projected to reach $2,254.5 Million by 2022, at a Compound Annual Growth Rate (CAGR) of 17.3 percent during the forecast period. The major vendors providing cloud FSM services are Industrial and Financial Systems AB (Sweden, Europe), ServiceNow, Inc. (California, US), Saleforce. com, Inc. (California, US), SAP SE (Germany, Europe), Oracle Corporate (California, US), International Business Machines Corporation (New York, US), ServiceMax, Inc. (California, US), Acumatica, Inc. (Washington, US), Microsoft Corporation (Washington, US), and Astea International Inc. (Pennsylvania, US).

Customers today are looking for a platform that allows users to automatically build and dispatch the most efficient schedule and stay on top of work as changes happen throughout the business day. Requirements such as an extensive range of scheduling, shipping, and optimization tools to enable a mobile workforce to transform into becoming more competent and efficient. Field service businesses can choose the level of automation they require to manage shifts, tasks, appointments and perform ‘what-if’ analyses on potential schedule changes. Planned and emergency service work need to be prioritized and completed first, quickly and in line with organizational goals to keep costs to a minimum or meeting SLA’s. Required Platform detail Solution categories entail; Scheduling and Dispatch, Service Project Management, Mobile FSM, Reporting and Analytics, Work Order Management, Warranty Management, Inventory Management, Billing and Invoicing, and Tracking and Performance Management.

 Service categories entail: Integration and Migration, Training, Education, and Consulting and Support and Maintenance.

“InterWeave is designed to help enterprises and mid-market companies quickly and affordably build, deploy, and support new technology-driven, cloud-based field service solutions.”

FieldBuddy™, a Salesforce Force Solution, is an excellent FSM example, provider of cloud-based software built for managing Field Service Automation Monitoring and Management. FieldBuddy provides Mobile Field Service Automation which allow technicians to select products from their In-house inventory or Vendor locations, create a Purchaser Order or Invoice in real-time, and have the customer sign off electronically on their iPad or Android Tablet. FieldBuddy drives improved visibility and information sharing in the field, via out-of-the-box, configurable and customizable mobile applications. With the InterWeave Payment Gateway and Accounting System integration, it enables anytime, anywhere access to information and connects mobile workers to the back-office, customers, and equipment in real-time, empowering the entire business to make better business decisions. It also encourages team collaboration and reliable, timely data capture, assisting customers in speeding up time to invoice, tracking work progress throughout the day, and enhancing workflow compliance and standardization throughout the organization.

The InterWeave Payment Gateway and Accounting System integration for FieldBuddy is in real-time; updating inventory, creating accounting transactions, reports and dashboards; all processing in the background.

“If you’re thinking of implementing your CRM Integration, let InterWeave Smart Solutions invite your team to work with ours. We only need a short on-line meeting to understand your requirements,” comments Bruce Magown, CEO of InterWeave. InterWeave Smart Solutions— providing Integration Solutions that help clients work smarter.

For the article in CIOReview – https://field-service.cioreview.com/vendor/2018/interweave_smart_solutions

All QuickBooks Integration Solution with Salesforce through InterWeave Smart Solutions for AnyLabNow

All QuickBooks Integration Solution with Salesforce through InterWeave”

“I am the owner of a small business in need of pushing data from QBO to SF. I researched for months, tried 3 other options (Breadwinner, Zapier, DBSync) and was utterly frustrated at the price and features. Interweave carefully listened and created a custom implementation plan at no extra cost. They met every milestone during the implementation process and exceeded my expectations along the way. I even received one-on-one training on their backend services to empower me the knowledge on how to troubleshoot if/when I have a problem or want to adjust things. I am 5 months into using them and HIGHLY recommend. 5-Stars!!!!”

Greg Johnson, AnyLabNow

InterWeave Smart Solutions is proud to announce our first customer with our new CRM Partner, OROCRM.

InterWeave is proud to announce our first customer with our new CRM Partner, OROCRM. Thanks to Motti Danino, COO and Andrew Gerasimov, Vice President of Client Services, for their help and assistance of getting InterWeave Smart Solutions up and running on their Marketplace. We will be integrating OROCRM and QuickBooks desktop Enterprise for the first Solution. And yes, there will be more announcements in the very near future….

InterWeave Smart Solutions: The Most Comprehensive, SaaS Integration Platform for your CRM today

Today, Strategic Customer Relationship Management (CRM) is playing a key role in the establishment and success of any business. A company’s CRM Solution must support their customers, the marketplace, multiple technologies and corporate marketing functions in an integrated and intelligent way. It is the incorporation of AI, across all of Salesforce’s offerings that are making this view a reality. When CRM is integrated with the inclusion of financial applications, ERP, eCommerce, ACH/CC Payment Gateways, POS Solutions, Customer Portals and databases in a hub/spoke model, you have an integrated and intelligent environment to support and manage your customers.

Integration Technologies provides InterWeave Smart Solutions®, the industry’s most comprehensive SaaS Integration Platform with “Smart Solutions” that integrate enterprise systems, legacy applications, databases, files, content, and web service, and is designed to help enterprise, mid-market, non-profits quickly and affordably build, deploy and maintain integration solutions. Fast, affordable, and tailored to meet the customers’ needs, InterWeave can jump-start or expand a company’s integration effort, generating immediate business value and rapid ROI.

InterWeave is a Software Product Suite that offers a rapidly deployable and infinitely scalable Software as a Service (SaaS) Integration Platform and Integration Server for integration of business-to-business, business-to-consumer connectivity, business processes optimization and application integration for the CRM marketplace.

InterWeave’s offerings enable its customers with the full quote, order, payment, inventory and process management within their Salesforce.

Designer of InterWeave Smart Solutions

Bruce Magown, Chairman, CEO, and Founder joined Integration Technologies in New York in 2004 as Chairman of the Board and Chief Executive Officer. Prior to joining Integration Technologies, Mr. Magown held President level positions in Sales and Lead Generation, Chief Operating Officer, Chief Financial Officer, Head of the Audit Committee, Investor and Board member of Media Companies, Vice President of the Strategic Alliance of Sun/Netscape, CTO of Lehman Brothers, CEO of e-business solution provider and others. Mr. Magown’s focus is; setting of strategy and direction, establish the modelling and setting the company’s culture, values, and behavior, building and leading the senior executive team, and allocating capital to the company’s priorities.

“The concept of a one to many, many to many, protocol to protocol integration engine was the heart of what the InterWeave Integration Engine was, and we delivered this, working with customers, assisting them with their integrations and building out InterWeave’s capabilities,” delineates Magown. “This result was the InterWeave Smart Solutions Platform,” smiles the CEO. The InterWeave Smart Solutions Platform was designed and built based on five core principles; easy to use; easy to set up; click to customize; no software hassles and security you can count on. “By providing these, we feel InterWeave compliments Salesforce, and Salesforce compliments InterWeave,” extols Magown.

Insightful Business Expansion with the Principles

InterWeave’s first introduction to Salesforce was in the year 2000 when Salesforce v2 was released,” recalls Magown. The firm was using Salesforce as their CRM solution while building v1 of the InterWeave Integration Engine—focused on in-house installations for any to any protocol integration. As the team at InterWeave became more dependent on Salesforce as their Sales tool, the aspect of integrating CRM to Financial Applications and Databases spoke loudly. “But the difference in the price point of an Enterprise Engine to the Fortune 100 is quite different than the price point of a SaaS, Hosted Solution like Salesforce,” says Magown. InterWeave’s team of experts spent three years re-tooling InterWeave from an on-site Enterprise Engine to a SaaS, Hosted Solution running at Rackspace Managed Hosting, and have been there ever since.

InterWeave Smart Solutions Platform along with Salesforce’s capabilities provides clients with integration to financial applications, ERP, eCommerce, ACH/CC Payment Gateways, and databases in a hub/spoke model. “We create solutions for Salesforce with features like object selection, business process, workflow selection and field mapping,” says Magown. With the help of this flexible platform, clients can implement their business processes and workflows without any program modification or work order costs. In addition, InterWeave works with Force.com Partners, providing “white-label” integrations to support their client’s requirements. Clients can also utilize the robust offerings for financial applications like QuickBooks, Sage/Mas, MS Dynamics, Oracle, and others. Clients can also leverage iOffice—a comprehensive quote, order, payment, and inventory solution to streamline their financial CRM operations – all within Salesforce.

Distinctive Strategies for Success

With a multitude of Salesforce implementation and integration solutions available for both on-shore and offshore support and maintenance contract services, it can be quite toilsome for the CIOs to zero in on the perfect option for their enterprise. The firm’s InterWeave Smart Solutions Platform along with Salesforce’s capabilities provides clients with integration to financial applications, ERP, eCommerce, ACH/ CC Payment Gateways, POS Solutions, Customer Portals and databases in a hub/spoke model. “We create solutions for Salesforce with features like object selection, business process, Workflow selection and field mapping,” says Magown. With the help of this flexible platform, clients can implement their business processes and workflows without any program modification or work order costs.

Future Plans

InterWeave is looking forward to the future with renewed vigor and plans to further expand their service offerings. The new Point-of-Sales Solution will be announced shortly and the InterWeave Proxy Server (IPS) has been created to provide a seamless interface supporting Salesforce’s recent security upgrade from TLS 1.1 to TLS 1.2. In addition, extending their iOffice Solution operations with an integrated Customer Portal is now available.

http://www.insightssuccess.com/interweave-smart-solutions-the-most-comprehensive-saas-integration-platform-for-your-crm-today/