Archive for the ‘orocrm’ Category

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!

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

Bpm’online is recognized as the only Challenger in the Gartner’s Magic Quadrant for Sales Force Automation, 2018!

Congratulation to our new CRM Parnter. Bpm’online has been recognized as the only Challenger in 2018 Gartner’s Magic Quadrant for Sales Force Automation. As a part of the Magic Quadrant process, Gartner collected input from several hundred reference customers. Gartner’s evaluation of 15 SFA vendors will help companies to choose the solution that best fits their requirements.

https://www.bpmonline.com/gartner-magic-quadrant-sfa-2018?utm_source=newsletter&utm_medium=email&utm_campaign=20_07_2018_americas_partners_gartner_sfa&bulk_email_rid=7559

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.