Archive for the ‘CRM integration’ Tag

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.

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

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-

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 awarded Best Asset Integration Software Provider USA for iOffice

Online PR News – 12-February-2018 – New York, NY – 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 CRM integration. InterWeave is designed to help enterprise, mid-market and non-profits quickly and affordably build, deploy and maintain integration solutions. AI Global Media profiled this firm to find out more and explore the secrets behind the firm’s success.

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 customers’ 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.

Since its inception 12 years ago, the firm’s mission has not altered, and to this day it remains dedicated to providing the best and only intuitive, intelligent, configurable CRM integration solutions for customer’s, so they can leverage comprehensive quotes, orders, payments and inventory processes within their CRM, while sourcing real-time data from Financial Applications, ACH/CC Payment Gateways, eCommerce, ERP, Databases and more; all in a hub/spoke model.

Uniquely, the company 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. rnInternally, 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 vigour 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.

“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 your team work smarter. – See more at: https://www.onlineprnews.com/news/1060354-1518123316-interweave-smart-solutions-awarded-best-asset-integration-software-provider-usa-most-advanced-asset-inventory-solution-ioffice.html#sthash.ImfleoKM.dpuf

My thoughts on using InterWevae Smart Solutions – see my review on G2 Crowd #B2Breviews

Jane Gyorgy, DeepVac Inc

InterWeave Smart Solutions Announces Partnership with DataFlow Consulting; Provider of Matrix Velocity Inventory Application for Salesforce

InterWeave Smart Solutions Announces Partnership with DataFlow Consulting; Provider of Matrix Velocity Inventory Application for Salesforce

InterWeave Smart Solutions announces partnership with DataFlow Consulting; provider of Matrix Velocity for Salesforce; the one tool that increases the value of Salesforce CRM, binding the gap for Inventory Management and Order Fulfillment.

14-March-2017 – New York, NY – InterWeave Smart Solutions provides seamless integration between CRM Solutions, Financial Applications, ACH/Credit Card Payment Gateways, Customer Portals, Point of Sales Systems, eCommerce, ERP and much more.

Integration Technologies, Inc. (IT)(dba InterWeave Smart Solutions), the market and technology leader in on-demand Solutions Integration, today announced the partnership with DataFlow Consulting (Matrix Velocity), the provider of Matrix Velocity for Salesforce; the one tool that increases the value of Salesforce CRM, binding the gap for Inventory Management and Order Fulfillment. InterWeave Smart Solutions offer 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.

“Matrix Velocity is a force.com application that supports Sales Orders, Order Fulfillment, Inventory Management, Account Management, Accounting and Finance transactions and more in your Salesforce. “ said Bruce Magown, CEO, Integration Technologies. “From the sales staff to sales-forecast, vendor management, to case and service work orders, and yes, accounting and finance… all within Salesforce. This looks to be a great partnership.” said Magown.

“With the integration capabilities provided by InterWeave with QuickBooks Online, QuickBooks Desktop, Sage (MAS), MS Dynamics, Oracle and more, there are no boundaries for our customers between Matrix Velocity and their financial accounting systems.” said Steve Capisi, CEO of DataFlow Consulting. “They understand that each customers business’s requirements are different, and with a completely configurable solution; this is not a one-size-fits-all approach to delivering technology solutions. This aligns perfectly with InterWeave Smart Solutions.” said Steve Capisi.

“Regarding our Smart Solutions, you don’t need to be a technical resource, analyst or developer. We supply the Smart Solution, the servers, the solution specialist personnel, but most important; we supply the application knowledge at a process, data and technical level through years of working with them – in configurable form,” said Bruce Magown, CEO of Integration Technologies, Inc. This is available today. There are a variety of InterWeave Smart Solutions available; from CRM, Financial, ACH/CC Payment Gateways, ERP, eCommerce, POS, Billing, Customer Portals and more. Contact us at 800-671-8692 x1, email sales@interweave.biz or go to www.interweave.biz for more information.

About Integration Technologies, Inc.

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.

About DataFlow Consulting

Dataflow Consulting was founded in 1984 by Mr. Steven E. Campisi. The company’s DNA is rooted in an engineering background. Our heritage has always been about process improvement.  Technology is simply the tool, a means to the end, it is our meticulous thought process, our 33 plus years in supply chain that delivers real results and return on investment. For more information, please visit http://dataflo.com/.

For more information, please visit www.interweave.biz

Contact: Bruce Magown
Phone:   800-671-8692 x1
Fax:       801-439-3476
Email:   sales@interweave.biz
Web:     www.interweave.biz

InterWeave and InterWeave Smart Solutions are a registered trademark of Integration Technologies. Matrix Velocity and DataFlow Consulting are trademarks of DataFlow Consulting. Other names used may be trademarks of their respective owners.

 

 

Virtual-Strategy Magazine picks up our FieldBuddy to QuickBooks Announcement

Nice to see connections from Linkedin Posts to Virtual Strategy Magazine generated automatically.

Virtual-Strategy Magazine (VSM), your leading source for virtualization news, is an online, reader-contributed, publication devoted to the ever changing and rapidly growing virtualization information technology (IT) marketplace. VSM began in 2003 as a simple blog style website keeping up with the relevant news and information in the emerging virtualization arena. From those humble beginnings VSM has grown to a full fledged publication with regular newsletters, daily content updates, attendance at expo’s and tradeshow’s, user group summits and more. VSM is followed by both C-Level Executives and IT Administrators.

http://www.virtual-strategy.com/2016/05/07/fieldbuddy-and-interweave-integration-cloud-%E2%80%93-real-time-integration-quickbooks-and-other-#axzz47yamVEA0