Archive for the ‘quickbooks’ Tag

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?”

https://beyondexclamation.com/integration-technologies-smart-solutions-for-everyone/

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.

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-

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 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 Partner MyQuickCloud on Worldwide Business with Kathy Ireland

MyQuickCloud’s CEO Talal Choucair on Worldwide Business with Kathy Ireland. Talal discusses technological advancements and how it fosters an on-the-go business environment.

Talal Choucair introduces MyQuickCloud the cost-efficient Enhanced Remote Access and Desktop Application Sharing technology for businesses today.

Also featured is Artsystems’ Partner Doug Milford and Taglialatella Galleries Director Stacie Khandros. They present Artsystems Private Cloud for Artsystems Pro, the world’s-leading art gallery and collection management software, with a flexible and powerful cloud-based solution. The MyQuickCloud solution for ArtSystems Pro allows users to now work from anywhere, share databases remotely, all with a high-level security and automated online backups.

https://community.myquickcloud.com/myquickcloud-will-soon-modern-living-kathy-ireland/