Archive for the ‘SugarCRM’ 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.

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-

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.

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: 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