Archive for the ‘MS Dynamics CRM’ Tag

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.

 

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.

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

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.

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!

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

InterWeave Smart Solutions announces the InterWeave Point of Sale Solution for our CRM customers: Point, Click, Swipe and Integrate your CRM and Financial Solution.

New York – September 15, 2015 – Integration Technologies, Inc. (IT), the market and technology leader in on-demand Integration Solutions, today announced the InterWeave Point of Sale Solution for our CRM customers which incorporates your retail sales process with your CRM, Merchant Service Provider and Financial Solution.

InterWeave POS helps track inventory as you sell and receive items, ring sales, manage customers and accept credit cards. You now have the tools essential to run your successful business:

  • No more duplicate transaction and financial entries.
  • Easily ring up sales, accept credit cards and track inventory.
  • See your top-selling products, customer stats and more.
  • Integrates seamlessly with your merchant service provider and your financial solutions (QuickBooks, Sage, Dynamics, Oracle, etc.).

By incorporating your configurable InterWeave Point of Sale (POS) Solution with your CRM, Merchant Service Provider and Financial Solution, your sales associates now have the ability to:

  • Easily ring up Sales
  • Automatically track inventory as you sell and receive items
  • Allows discounts, returns store credit and gift receipts
  • Integrate seamlessly with your Financial Solution
  • Easy-to-use with mobile devices; iPhone, iPad, Android, etc.
  • Take and process Credit Card Payments
  • Online Access Anytime, Anywhere: No more being tied in-store with Online web browser access

This is what today’s customers require. InterWeave Point of Sale Solution for CRM delivers much more than expected.” said Bruce Magown, CEO of Integration Technologies, Inc.”

“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, ERP, eCommerce, Billing, to complete Quote and Order Management in iOffice. Contact us at 203 274 5226, 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 Solutions 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.

For more information

For more information, please visit www.interweave.biz.

Contact: 

Bruce Magown
Phone: 203-274-5226
Fax: 801-439-3476
Email: sales@interweave.biz
Web: www.interweave.biz

# #

InterWeave and InterWeave Smart Solutions are a registered trademark of Integration Technologies, Inc., Other names used may be trademarks of their respective owners.

 

 

 

 

 

 

Rest assured, you couldn’t be in better hands than with InterWeave!

Tara,

 Rest assured, you couldn’t be in better hands than with Interweave!

 I have been working with computers, computer software, computer techs in both software and hardware, since 1985!!!

 InterWeave is one of the very best companies I have worked with and has the best response time to service requests I have encountered over the past – YIKES – 30 years!!!

 If there is something you want or need, Dmytro can figure out how to do it.

 I tell everyone I talk to about my experience with him makes me feel as if he can play three dimensional chess in his head!

 I may have been their very first customer and I have presented some daunting challenges – mine is a service business, not a sales business and so much had to be redesigned just to meet my particular company’s needs.

 I had just ditched a company that had a service to log all of the work into their file and just submit the financials to create invoices in QuickBooks. Their first major glitch was not to produce the invoices if one had not assigned a code to the customer’s zip code. It took me six months to recoup the money for invoices my customers didn’t receive. The following year, the invoice was produced once however, the financial information was duplicated, triplicated, quadruplicated, etc to the point where we gave handsome Christmas bonuses and purchased equipment on the basis of $130,000.00 of PHANTOM income.

The company I’d originally signed up with to sync with QB informed me that they were going out of business just three months after we launched SalesForce and told me I had two months to find a replacement.  By the time I got to InterWeave, I knew what I needed, I knew the checks and balances I required.  Dmytro created a brand new service oriented synchronicity functionality that worked for my company and has continued to work for my company for the past NINE (9) years!!!

I’ve been with InterWeave since their beginning. Between their product, and their superb tech support, InterWeave is truly one of, if not the very best, company out there.

If you have any questions, please feel free to contact me.

Enjoy your vacation!

Jane Gyorgy,

Owner, DeepVac Inc. 

InterWeave Smart Solutions – taking care of its customers

Diana Miller – Recent – Almost – Catastrophe

We recently had a problem with our QBs data file. We had to upload it to Intuit for them to ‘repair’. Two days later they returned our file. We had to contact Trapponline, our QBs host, and the folks at Interweave to collaborate on getting everything back in order. Interweave responded quickly, and after a couple of small glitches everything is up and running again. Bruce, appreciate the efforts of you and your team.

Marc Soloway – InterWeave is the ONLY solution to integrate salesforce and Quickbooks

InterWeave is the ONLY solution to integrate salesforce and Quickbooks. We run a baby products business since its inception in January of 2013. We were referred to InterWeave through our salesforce consultant, MK Partners as the company to use to integrate Salesforce with Quickbooks. We could not be more happy with that referral.

From the beginning, InterWeave worked with our consultant and us to make the integration go smoothly. The team we worked with at InterWeave are extremely knowledgeable and very patient with clients and their learning curve to be taught how it all works. In actuality, it is very simple and that is because of how good they are.

Just recently, we upgraded to the latest version of Quickbooks and I did not realize that I needed to let InterWeave know. After I realized Quickbooks was not recording transactions, I contacted InterWeave and they had it linked back up within hours as well as was able to add in the transactions that were not recorded. This was a mistake I made and they still jumped to get it done. It is very rare you find companies that would do that for a mistake they make, let alone a mistake not caused by them.

I would HIGHLY recommend InterWeave! Please contact me if you are interested in using them. marcs@soloway-designs.com