InterWeave Smart Solutions, the
world’s leading provider of Smart Solutions that
integrate the leading CRM provider, Salesforce, SugarCRM, MS Dynamics, etc with
Financial Applications like QuickBooks, eCommerce systems like Magento, Credit
Card Processing Systems like Authorize.net and much more. The difference is Smart Solutions have
already created the integration – it’s presented to you in configurable form
with picklist, drop downs, custom fields, etc. - just like Salesforce.
InterWeave Smart Solutions are currently helping thousands of
Sales, Financial and Operations professionals manage their business
better. No more manual processes. No more standalone systems to run
your business. You now have instant access to your customer’s information
in consolidated form – in either application(s). More time to work on your
business instead of in it.
New
Features? Every four to five weeks, InterWeave Smart Solutions
releases a new set of functionality based on guidance from our customers. In
the Integration Economy, consistently providing new features to surpass
customer’s expectations is the norm.
1. Multi-invoice
creation from one opportunity
In
today’s rapid business pace, companies require creation of multiple invoices
from one opportunity in real time, to support continuity in customer records. InterWeave Smart Solutions creates the initial Invoice
upon creation of the opportunity in Salesforce. For example, a $395 Membership
Fee Invoice is created upon establishing the opportunity in Salesforce. Next,
the Account Representative has discussions with the customer regarding program
selection and detail, and can now create a second Invoice with newly created
line item detail. Both Invoices are linked to the Customer in QuickBooks and
the Account in Salesforce.
2. Product line items or custom line items
InterWeave Smart Solutions
customers can now select, through configuration, either standard Product Line
Items or custom Line Items when they are building out their Opportunity detail
in their Salesforce Opportunity. Configurable selections have been added in the
Opportunity to Invoice, Opportunity to Sales Order and Opportunity to Sales
Receipt pages to provide customers with very flexible options.
3. Custom object integration
The
ability to select a custom object, as opposed to a standard object, is now
available as a configuration option in all four InterWeave Smart Solutions
for Salesforce to QuickBooks. You can substitute custom objects vs. standard
objects to build your detail in your Accounts, Opportunities and Products. You
will have to connect the fields you’re looking to integrate, but access to
custom objects is now configurable.
4. CC/ACH payments/refunds going to
QuickBooks automatically
Our
Credit Card/ACH Payment Gateway Solution is tightly integrated with our
Salesforce_QuickBooks Smart Solution. We’ve added the capability of
Payments/Refunds, processed in Salesforce at the Opportunity or Account level,
to create Received Payments or Refund transactions in QuickBooks – in real
time. Combined with our 30/60/90 and Current Balance Outstanding feature – you
have a 360 view of you customer in Salesforce. Additionally, these custom
objects and fields are available for reporting in Salesforce.
5. Dynamic assignment of QB Accounts from
COA to QB Items when created from SF
Now
Products/Items can be assigned to Accounts from COA two ways:
1.
Static
assignment - when corresponding Accounts are set explicitly in Company
configuration.
2.
Dynamic
assignment when each Product/Item can have a specific value of each Account
from the corresponding field in CRM system.
If
more then one Account is needed to create an Item - combined schema can e used
as well (some Accounts assigned statically, some - dynamically).
6. Real time Integration Metrics
(coming soon)
Real
time Integration Metrics will be available in your Salesforce as a Dashboard.
Integration Connection Status, Total Dollar transactions by type – Salesforce
to QuickBooks, Total Dollar transactions by type – QuickBooks to Salesforce,
etc. Looking of others? Just let us know.
Want
to discuss your specific business workflow and requirements? Email me
back, or call at (203) 274-5226.
Thank
you for your interest in InterWeave Smart Solutions, I
look forward to talking with you soon!
