The InterWeave Customer Payment Portal for 2019

The Customer Payment Portal 2019 with extended processing capabilities (48 Merchant Service Providers to date) and Payment processing features like Real-time, Scheduled and Recurring Payments.

The Portal is a force.com application which is directly integrated with your Salesforce. The Portal allows your customers to Register, Authenticate and then review their outstanding Invoices – which they can pay any time – 24 hours day, 7 days a week. ACH/Credit Cards will be processed in accordance with your Merchant Services Provider. For example, if Authorize.net is your MSP, then Visa • MasterCard • Discover • American Express • JCB • PayPal • Visa Checkout • Apple Pay • Chase Pay • E-checks are supported. When these transactions are processed, transaction Records are created in the Salesforce Custom Object (Transactions). These are essentially Sales Receipts, which are then brought over your Financial Accounting System (QuickBooks, Sage, MS Dynamics, Oracle, etc.) which creates a Sales Receipt record. One entry = many actions.

 

Thank you to our InterWeave Smart Solution Customer – Sucre

Kim Girvan of Sucre says:

I figured the integration of QuickBooks and Salesforce would not be easy and that turned out to be true. Good thing for us we had the InterWeave team on our side. Their knowledge and experience in this integration process really showed and their willingness to walk us through the challenges was worth every dollar spent. And, they continue to communicate with us to make sure everything is working as they said it would. Thank you InterWeave.

InterWeave Smart Solutions – Winter 2019 Update

January was a productive one at InterWeave. Considerable work has been done in the back ground and will be unveiled soon. InterWeave will be presenting a new Website look and feel with a tightened focus on CRM specific integration in a very extensible way; a SmartIntegration Platform way. There will be three integration tenants; Financial Accounting Solutions, Payment Processing Solutions and Multi-Cloud integration.

In addition, we’re working on building out the new YouTube Channel and Instagram Account that will be showcasing these integrations on the SmartIntegration Platform. Leading this initiative is our first offering, the Customer Payment Portal 2019 with extended processing capabilities (48 Merchant Service Providers to date) and Payment processing features like Real-time, Scheduled and Recurring Payments.

The Portal is a force.com application which is directly integrated with your Salesforce. The Portal allows your customers to Register, Authenticate and then review their outstanding Invoices – which they can pay any time – 24 hours day, 7 days a week. ACH/Credit Cards will be processed in accordance with your Merchant Services Provider. For example, if Authorize.net is your MSP, then Visa • MasterCard • Discover • American Express • JCB • PayPal • Visa Checkout • Apple Pay • Chase Pay • E-checks are supported. When these transactions are processed, transaction Records are created in the Salesforce Custom Object (Transactions). These are essentially Sales Receipts, which are then brought over your Financial Accounting System (QuickBooks, Sage, MS Dynamics, Oracle, etc.) which creates a Sales Receipt record. One entry = many actions.

Summary of 2019 to Date:

• Building the new look, feel and message of the company – it’s based on the SmartIntegration Platform
• New website, new Youtube Channel and new Instagram
• New partners on board; bpmonline and OROCRM
• New offices being opened – in the Boston Financial District
• New Solutions being produced – the Customer Payment Portal 2019 is a great example
• More in the Pipeline…

You can subscribe to our new Youtube Channel – https://www.youtube.com/channel/UCnAewk2-6xdtRv0QCHfZ1wA? and Instagram  – https://www.instagram.com/brucemagown/ at these URL’s.

From all of us at SmartIntegration, thank you for your support. We’re not just building a product – we’re building a SmartIntegration Platform for CRM and we couldn’t do it without you.

Integration Technologies: Smart Solutions for Everyone with Beyond Exclamation Magazine

Technology is rapidly changing the way things get done across industries – the information technology as a service is booming. Gartner has summed this up very nicely by Technology is rapidly changing the way things get done across industries – the information technology as a service is booming. Gartner has summed this up very nicely by stating “At the root of what’s transforming today’s business designs, industries, markets and organization is the blurring of boundaries between the physical and virtual worlds. As digital business integrates these worlds through emerging and strategic technologies, entirely new business models are created. Enter a future defined by the “intelligent digital mesh” — interconnected people, devices, content and services essentially driven by smart devices delivering digital services everywhere and enabled by digital business platforms delivering a rich intelligent set of services to support digital business. Disruptive technology trends will propel this future. As an enterprise architecture or technology innovation leader, are you prepared to respond to them?”

Integration Technologies: Smart Solutions for Everyone

InterWeave Smart Solutions – 2018 Year in Review

Its been quite a year. InterWeave provides CRM Integration Solutions that are Configurable, which integrate your Financial applications, ACH/CC Payment Gateways, eCommercre, ERP, web services, Data Bases, etc. – in real-time intervals set by you.

If these are the issues you are facing, we can help:

– Are you frustrated that your Salesforce is not integrated with your Financial Accounting Application or Payment Gateway?
– If we could provide your Salesforce Integration in Configurable Form – would this be of interest?
– Would you like to meet a Partner that has Configured over 8,000 Salesforce Integration Solutions?

Feel free to email us at sales@interweave.biz or call us direct at 800-671-8692 x 101.

What is InterWeave?
InterWeave Smart Solutions an “Integration-as-a-Service“ platform that helps you integrate multiple enterprise systems, legacy applications, databases, files, content and web services. These integrations are comprehensive and configurable, helping you create integrations that fit your existing systems, setup, processes, and workflows. InterWeave Smart Solutions allow you and other sorts of users, including enterprises, mid-market businesses, and non-profits build, deploy and maintain integration solutions quickly without shelling out a significant amount of money. You can configure your integrations the way you want and test and run them until you find the perfect fit. There is no need for additional hardware or software. Also, InterWeave eliminates the need to hire software developers to help you build and deploy your integrated systems.

Our Latest News
We have been hard at work over the past 12 months. Our recent Press Releases are being very well received.

October 16, 2018

InterWeave Smart Solutions announces the InterWeave Sales Tax Solution for CRM

InterWeave’s Sales Tax Solution provides sales and use tax compliance services in your CRM. Salesforce can now streamline the tax compliance process with the Opportunity, Product or any Custom Object, saving time, reducing errors, and cutting costs. Address validation, jurisdiction determination and rate calculations are applied real-time for US and Canadian tax processing.

Different states use different sourcing methods. While most states use destination-based sourcing, which means the applicable sales tax rates and rules are the ones tied to the delivery address, some states use origin-based sourcing (i.e., the location of the seller or shipper). And others use a hybrid approach. We use the exact address of the sourcing location, not just the ZIP code. Multiple sales tax jurisdictions can be located within a single ZIP code. Even next-door neighbors could pay different sales tax rates if their homes are located within different sales tax jurisdictions.

May 10, 2018

InterWeave Smart Solutions, is the industry’s most comprehensive SaaS, Integration Platform for CRM integration; now in Boston

InterWeave has opened 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.”

February 12, 2018

InterWeave Smart Solutions awarded Best Asset Integration Software Provider USA for iOffice Solution

AI Global Media profiled this firm to find out more and explore the secrets behind the firm’s success. InterWeave is a company that allows users to work within their own solutions in their environments and provide them with real-time information from other integrated applications. InterWeave integrates CRM’s such as Salesforce, OROCRM, SugarCRM, Oracle Sales Cloud, SuiteCRM and others. Internally, the firm operates a client focused approach to ensure that they are all treated to the highest possible standards of client service and support. The team is required to treat clients as they would like to be treated themselves, as InterWeave understands that its clients are the driving force behind the success of the company.

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 our iOffice Solution with the new InterWeave Customer Portal is now available. These exciting developments will allow the firm even greater opportunities to grow and build upon its current success.

Coming Up
You will also see us in the December, 2018 issue of https://beyondexclamation.com/

CRM Focused Integration
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. InterWeave Smart Solutions – providing Integration Solutions that help your team work smarter…..

Best Regards,

Bruce Magown

CEO

InterWeave Smart Solutions

InterWeave Smart Solutions is Delighted to Announce its Partnership with bpm’online, providing bpm’online integration with Financial Applications, Payment Gateways, eCommerce and more.

13-November-2018 – Boston, MA – Integration Technologies, Inc., (dba) InterWeave Smart Solutions (InterWeave) is delighted to announce its partnership with bpm’online, a global business software company leading in the space of business process automation and CRM.

InterWeave Smart Solutions is the market and technology leader in on-demand Solutions Integration today. InterWeave offers the industry’s first and only: CRM, Accounting, ACH/CC Payment Gateway, Customer Portals, Point of Sales Systems, ERP, eCommerce, Billing, and Customer Service application integrations with configuration in a “Self-Service SaaS” model. Users directly configure their integrations between applications, with 100’s of configurable options available per solution.

Sharing common values of excellence, expertise and innovation, InterWeave and bpm’online are committed to empower clients with the intelligent CRM + BPM technologies that help businesses manage the complete customer journey and accelerate sales, marketing, service, operations and integration. With the SaaS market to surpass $112.8 billion by 2019, cloud-based CRM solutions will accelerate digital transformation of companies providing them with the needed level of agility and flexibility to constantly reinvent their organizations in order to meet the needs of the ever-demanding digitally native customers.

Bpm’online

Bpm’online products include out-of-the-box best practice processes for marketing, sales, and service, which make it easy for businesses to jump start using the system and implement top tier processes in their day-to-day operations for enhanced customer experiences. Unlike traditional CRM systems, bpm’online allows accelerating key business processes quickly and easily equipping companies with the agility needed to constantly test different approaches and define the most efficient ways of communication with clients.
“In today’s highly competitive business environment, more and more companies demand for intelligent CRM solutions to help them streamline customer-facing processes and gain a genuine competitive advantage to boost profits and more effectively engage their customers. With a strategic alliance of InterWeave and bpm’online, more businesses worldwide will have an opportunity to benefit from the top-notch intelligent tools designed to streamline, orchestrate and accelerate key business processes,” said Alexander Donchuk, Global Channel Director at bpm’online.

“Being unique is better than being perfect. InterWeave allows users to work within their own solutions in their environments and provide them with real-time information from other integrated applications in a configurable manner. InterWeave currently provides bpm’online integration with financial Applications, Payment Gateways, eCommerce and more. InterWeave’s integrations will be growing with new announcements in that include the InterWeave Sales Tax Solution and InterWeave Payments (a comprehensive Payment Processing Solution) for bpm’online,” said Bruce Magown, CEO of InterWeave.

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, 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, sales@interweave.biz or contact us at (800) 671-8692 x 101.

About bpm’online

Bpm’online is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of bpm’online is to help companies ACCELERATE!

For more information, please visit: http://www.bpmonline.com

https://onlineprnews.com/news/1120876-1542051798-interweave-smart-solutions-is-delighted-to-announce-its-partnership-with-bpmonline.html/

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.

Von Tarverdi reviewed your listing – All QuickBooks Integration Solution with Salesforce through InterWeave

Overall 5 Star

Von Tarverdi says:

Alexander and Bruce are very helpful and quick to respond! Anytime I email the team, they respond right away and try to help me with resolving any issues I have. I called the phone number and didn’t leave a message but my call was returned by Bruce right away. It’s a pleasure working with them.

We appreciate our customers.

The new InterWeave Sales Tax Solution – works inside your CRM

CRM Solutions like Salesforce help distributors to maximize productivity and efficiency in every area of their business. Even as CRM Solutions automate many of the elements of your business, managing sales tax is typically a manual event.

InterWeave’s Sales Tax Solution provides sales and use tax compliance services in your CRM. Salesforce can now streamline the tax compliance process with the Opportunity, Product or any Custom Object, saving time, reducing errors, and cutting costs. Address validation, jurisdiction determination and rate calculations are applied real-time for US and Canada tax processing.

Different states use different sourcing methods. While most states use destination-based sourcing, which means the applicable sales tax rates and rules are the ones tied to the delivery address, some states use origin-based sourcing (i.e., the location of the seller or shipper). And others use a hybrid approach.

We use the exact address of the sourcing location, not just the ZIP code. Multiple sales tax jurisdictions can be located within a single ZIP code. Even next-door neighbors could pay different sales tax rates if their homes are located within different sales tax jurisdictions.

We calculate sales tax by starting with the statewide rate, if applicable. Then add any county, city, local, and/or special district taxes on top to get the total combined rate that applies to a taxable transaction. As always, certain buyers and products are exempt, according to local sales tax laws.

For more information, contact sales@interweave.biz or 800-671-8692 x1.

https://onlineprnews.com/news/1119162-1539703109-interweave-smart-solutions-announces-the-interweave-sales-tax-solution-for-crm.html

Bpm’online honored with CRM Market Awards in three categories!

Bpm’online starts active business season with huge wins!

CRM Magazine, one of the most influential media in the CRM industry, recognized bpm’online in three categories of its CRM Market Awards! Bpm’online is named a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite.

Congratulations to all bpm’online community and thank you for making it happen!