Brush Off, Inc. chose InterWeave Smart Solutions for Salesforce_QuickBooks_eCommerce Integration

Brush Off selected Salesforce.com after utilizing our own custom in-house solution for years. We needed a Solution that would seamlessly integrate our front office (Salesforce) with our back office (QuickBooks) and our eCommerce transactions – all in real time. We wanted the flexibility to transition the implementation of Salsforce.com on our schedule, when we were comfortable with the timing and our learning curves. This required the ability to utilize bi-synchronize, a hundred dollar word for instantly updating each other. As importantly, we needed to work with a group that had the knowledge and experience in all the areas we are working in – this is why we chose InterWeave Smart Solutions.

Working with InterWeave  has been a pleasure; thoughtful conversations based on years of experience with Salesforce, QuickBooks and eCommerce Solutions. For support, either call or submit a ticket and you are promptly contacted, either to discuss and resolve an issue based on best practices, or engage in a GotoMeeting with senior Solution Specialists that have done this many times before. We have spent considerable time customizing Salesforce to adopt to our business practices and work flow. With InterWeave , it’s all configuration, so I may configure the relationship, process and custom data mapping as we require, right down to the last field. They are a 5 out of 5.

My name is Bill Crosby, and I am the CEO and Founder of Brush Off, Inc. You can contact me at (508) 258-5018. For details about my company visit our website at http://www.brushoff.com/

InterWeave Smart Solutions adds new Extraordinary Features

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 learn more?  Watch an On-Demand demonstration here for our Salesforce_QuickBooks Smart Solution, or the real-time Credit Card and ACH Solution.

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!

Great support!

Reviewed by rkelly888 (05/15/2012)

CMK Distinctive Brands is an importer of luxury products that is a QuickBooks user and new to SugarCRM. We selected InterWeave to assist us implement their fully configurable integration Solution between my SugarCRM and my QuickBooks. The InterWeave team has been spectacular to work with; patient, supportive, flexible in setting up meetings and they have great to work with.

CMK looks forward to extending our integration Solution with Interweave to our eCommerce and other applications as we complete rolling out the first phase of our QB / Sugar integration.


http://www.sugarexchange.com/product_details.php?product=1034

InterWeave_QuickBooks Solution Specialist

"We have the pleasure of working with Andrea over the past three years. Her knowledge of QuickBooks, now coupled with Salesforce.com, SugarCRM, etc. and InterWeave Smart Solutions, provides our customers with a resource that can solve their problems quickly. Professional, resolute and very skilled. What else could a Partner ask for? Andrea is a 5 out of 5."
http://proadvisor.intuit.com/quickbooks-help/andrea-kranitz#BVRRWidgetID
Bruce MagownCEOInterWeave Smart Solutions

We do appreciate your efforts

Bruce,

We do appreciate your efforts but we must inform you that we have chosen to move in a different direction at this time. I would like to mention that Nick from Cynergy and yourself were professional and very helpful but being brought in so late in the process was simply beyond your control. Perhaps we will work together at some point in the future on something other than CRM.

I look forward to working with you. Thank you for your time and consideration.

Sincerely,

Rick Smith

Director IT – Project Management

Unifour Fire & Safety - 05/14/2012

Thank you all for your hard work this morning!

Peter, Max, Dmytro, and Bruce:

Thank you all for your hard work this morning!

ITX and InterWeave are the two best companies I have ever worked with when it comes to customer support. You always find solutions in a timely fashion and are so gracious in the process!

I’ve been using computers since 1985 and have seen a lot of technical support over the years so when I say, you are the best, trust me, I’ve seen them all, and you are the best!

You can post this on your website, blog and use me as a reference any time!

Sincerely,

Jane Gyorgy, VP CFO

DeepVac Inc.

This also means we’ve been working together nearly 5 years

Bruce,

Just logged in to see the new fields in SalesForce. Looks good! Looking forward to the launch.

BTW, will the system be picking up information retroactively or just as payments are recorded going forward? If it is retroactive, there is an awful lot of information. We launched SalesForce November 16, 2006 – yikes that is already almost 5 ½ years now! That also means we’ve been working together nearly 5 years. Looking back, I still say you guys are the best! Dmytro, can you really play three dimensional chess in your head as I tell all the referrals? No matter, to me, what you can do is equivalent!

Jane Gyorgy, CFO DeepVac, Inc. - 04/10/2012