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Case Studies

Featured Customers

Customers successes with InterWeave Smart Solutions

Simple, Rapid, Extensible
We support companies in over 20 countries worldwide and consistently provide new Solutions in CRM, Financial, ERP, eCommerce, On-Demand Subscription Billing, Telephony, Customer Support, Payment Processing Gateway, Database Gateway and more. Clients range in size from pre-revenue start-ups to multi-billion dollar global enterprises, from numerous industries.


Recent eMail and AppExchange Reviews

Thursday, November 16, 2017

Dear Bruce and Dmytro,

A MILLION THANKS for your excellent work! You are the best!

I will monitor the transactions for the next four or five days as you suggested.
Alexander will send me information regarding the ticket I am to create for the next step.
At some point in the future, we will work on the third item below, there is no rush on it.
You will send me an invoice for the 2018 license and proceed to download the new edition of QB.
If I have missed something, please let me know.

Again, thank you for ten years of being The Best Company to work with!

Jane
DeepVac, Inc.


All QuickBooks Integration Solution with Salesforce through InterWeave Smart Solutions – reviewed by Sam Tang

Sam Tang from Paragon Security NYC

InterWeave Smart Solutions – Configurable QuickBooks Integration Solution for Salesforce(FieldBuddy) and QuickBooks.

Friday, November 10, 2017

“My name is Sam Tang of Paragon Security NYC. We’re a small Locksmith and Security company for which I am Accounts Receivable and Systems Admin. Integration between Salesforce and QuickBooks supports the majority of my responsibilities and if InterWeave isn’t working I can’t work. That said, I love InterWeave and their team. The systems are very reliable and if there is any troubleshooting necessary the support articles in place are excellent resources to utilize. The staff is fantastic; Alex and Dmytro are great to work with and take a lot of time to help me understand what’s happening or resolve situations. They’re great about coming up with ways for us to grow our systems and processes. Bruce is also wonderful; highly responsive and incredibly helpful. https://paragonsecurityny.com/ This group is a 5 out of 5.”

Paragon Security NYC

Paragon Security NYC was looking for a very tightly integrated solution to integrate Salesforce (FieldBuddy) to QuickBooks, bi-directionally – and reconciled in real-time.

Salesforce (FieldBuddy) to QuickBooks integration via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Salesforce (FieldBuddy) and their hosted QuickBooks Application with real-time information available in both systems. Required effective tracking & management of accounts, contacts, opportunities and work orders. Required ease-of-control in scheduling integration transactions.

Other key requirements included complete self-service capabilities and total configuration flexibility.

FieldBuddy Features: 

  • Mobile:  With FieldBuddy Mobile on a tablet or laptop the technician has all the necessary information within reach, always and everywhere and even when an internet connection is temporarily unavailable, the technician can continue due to the offline modus.
  • Easy Configuration: FieldBuddy offers an out-of-the-box configuration to support your service processes and to work with the data that is important for these processes: contracts, assets and locations, service requests and work orders, parts, activities, expenses and timesheets.
  • Dispatch: When it comes to solving a customer problem on site, maintaining an installation, executing a sales order or performing inspections or measurements: assigning the right technician at the right time to the right job is a key factor in optimizing your service process.
  • Connect: FieldBuddy easily integrates with other systems with InterWeave. QuickBooks, Sage, etc.

 InterWeave Features: 

  • Invoices are created from Opportunity and Work Order objects
  • Invoiceable Item objects are used to create line items for invoices.
  • Invoices are automatically created in QuickBooks at interval timings set by you.
  • FieldBuddy and QuickBooks is a configurable Solution, one you can easily change, update, etc. at any time. 
  • FieldBuddy easily integrates with other systems with InterWeave: Peachtree, Sage, Microsoft Dynamics and others.

Results

“With complete Field Service Automation Monitoring and Management in the Customers FieldBuddy Solution combined with InterWeave’s SaaS, Configurable Integration with their Financial System is what today’s Customers expect. InterWeave Smart Solutions delivers much more than expected.”  Bruce Magown, CEO.

FieldBuddy to QuickBooks  Case Study – Paragon Security NYC

 My name is Sam Tang and I am the Salesforce Admin for the Paragon Security NYC Inc. My number is (212) 786-5670. For details about my company visit our website at https://paragonsecurityny.com.


I have been an InterWeave Smart Solutions Customer since July 1, 2007 – 08/16/2017

InterWeave is a work of art and a joy to use. Both the Development team and Customer Support team are patience, professional and have the ability to listen and deliver! The CEO, Bruce Magown, stays involved throughout the process; unprecedented for a Solutions company that I have ever dealt with before.

They are a 5 Star Company.

Jane Gyorgy
CFO
DeepVac
http://deepvac.com/


All-Star Baseball Academy - 09/13/2016

Great Integration Between Salesforce.com and their 6 QuickBooks Company files (in real-time)

“I couldn’t imagine how we’d be able to handle the workload without InterWeave unless we hired more staff. That’s not what we need. Every dollar we save on operations can be spent on supporting young athletes strengthen their skills and improving the baseball training experience. This group is a 5 out of 5.

Dan Blake, All-Star Baseball

With limited resources, All-Star Baseball (All-Star) relies heavily on InterWeave’s Solutions to integrate their Salesforce with six (6) QuickBooks files in real-time. Less errors and greater operational efficiency means they focus on the business of creating great athletes.

“As we grew and extended our business offerings, we also add more QuickBooks files. Managing these became an operational nightmare,” stated Dan Blake, Operations Manager at ASBA. “We needed a more robust, integration solution that met our needs.”

Salesforce/QuickBooks Integration

As All-Star built out their Salesforce, they realized they needed integration between the two programs to avoid duplicate data entry and achieve a high level of efficiency. “I wanted to input in one place and have it seamlessly appear in another,” stated Blake. “Someone I spoke to about Salesforce recommended InterWeave as a reliable integration solution.”

Blake contacted Bruce Magown, CEO at InterWeave Smart Solutions. “He certainly knew what he was talking about and wanted to meet our needs,” stated Blake. “The cost seemed reasonable and I trusted the recommendation and staff Bruce had on his team.”

The implementation took time; we were integrating six QuickBooks Company files with our Salesforce. “They worked with us to create a configuration between these two applications that was exactly tailored to our work flow and business process – and this supports six QuickBooks files simultaneously” explained Blake. “As with any solution, attention to detail provides the best result. This team is focused on delivering the correct Solution to the customer regardless of how many rounds of adjustments were required.”

The InterWeave integration runs smoothly at regular intervals to transfer new contacts and payments. “It continues to reduce my time spend on admin,” stated Blake. “InterWeave has a very competent staff ready to assist us, but I manage and monitor the integration on my own.”

In 2016, with a recommendation from InterWeave, All-Star switched from the QRemote connector to the QODBC Enterprise Connector. The results were excellent. Processing is more reliable, faster, and is saves us money. “Every dollar counts for All-Star,” stated Blake.”

Responsive Support

Support is excellent and fast. “If you do need them the response is fairly immediate,” explained Blake. And, they certainly know their job.” InterWeave’s CEO is also quite accessible. “Bruce is very professional and responsive!” continued Blake. “I get an immediate response from him, all the time.”

Saves 15-20 Hours per Week

Blake does the majority of the management and monitoring of this InterWeave Integration Solution. “The integration has automated many manual steps related to data all All-Star. I now spend one quarter of my I used to dedicate to these applications” stated Blake. “Without InterWeave that time would double, adding 15-20 hours per week. Time that I don’t have!”

Efficiency and Confidence

All-Star’s business runs year round but there are particularly heavy times during each season. “I couldn’t imagine how we’d be able to handle the workload without InterWeave unless we hired more admin staff,” related Blake. “That’s not what we need. Every dollar we save on operations can be spent on supporting young athletes honing their craft.”

All-Star Baseball Academy now processes an increasing number of athletes with maximum efficiency. “There are days I can get quite a few subscriptions,” explained Blake. “Once it gets into Salesforce I know it’s taken care of.”

“For us, watching our players grow and acquire new skills is what it is all about” summarized Blake.

 “All-Star Baseball Academy (ALL-STAR) saves 15-20 hours per week in data entry time with InterWeave’s Salesforce/QuickBooks integration, allowing staff to devote more time to young athletes achieve their potential.”

InterWeave Smart Solution Case Study – All-Star Baseball Academy


Patina Solutions - Great Integration Between Talent Rover(SF) and Sage 50

 

My name is Lloyd Ebert of Patina Solutions and we have been working the InterWeave Smart Solutions group since 2014. With Patina as your partner, we’re the professionals to help you solve problems, realize opportunities, improve results, fill a key expertise or resource gaps, or assist with any other critical initiative at your organization. We engaged with Talent Rover and InterWeave to provide our customers the highest level of recruiting resources and we needed this to integrate completely with our Sage 50. Just to be clear, this didn’t happen overnight. Talent Rover is fully operational Recruiting and Sourcing Solution that was completely customized to our requirements and then InterWeave integrated that with our Sage 50. During this process, we upgraded servers, Sage 50 versions and requirements, and Interweave was with us all the way. This group is a 5 out of 5.

                                                                                                                                                                                                                                                                                                    Lloyd Ebert, Patina

Who is Patina?

When you’re looking for a professional to help you solve problems, realize opportunities, improve results, fill a key expertise or resource gap, or assist with any other critical initiative at your organization — and you want a professional who has done it before with proven success — it’s time to talk to us.

With Patina as your partner, you can tap into the specialized competencies you need from accomplished professionals outside your organization — precisely when you need them. We’ll make sure to understand your needs and proactively bring solutions to your challenges. Consider us a high-impact contributor, giving you superior value through a combination of proven experience, flexible solutions and competitive rates.

And because of our highly flexible and collaborative approach, we can tailor the number of hours and duration of projects and engagements to meet your unique requirements and situation.

Talent Rover Features:

  • Calendar & Tasks Plan your day, your week, and your month with the extensive calendaring & task functionality.
  • Applicant tracking is more than just moving candidates through the hiring process or searching for resumes.
  • Resume & Search Matching utilizing sophisticated search and matching solution that ensures your business finds the right candidates intuitively and flexibly.
  • Social Media maximizes your sales and recruiting process with social media.
  • Onboarding eliminate data entry errors and streamline the hiring process with paperless, digital, automated onboarding.

InterWeave Features:

  • Invoices are created from the Invoice      object to create 1 line invoices or a header from multi-line invoices.
  • Time and Expense objects are      used to create line items for multi-line invoices.
  • Invoices are automatically created in      your financial application at interval timings set by you.
  • Utilize Schedules object      in Talent Rover to process Subscription Services with automatic renewal      option
  • Integration with your payroll      processor is available; ADP, Paychex, Paylocity and more.
  • Premium Combined Server option      is now available for our Talent Rover customers. Your InterWeave      Solution running on your server—practically connection-less.

“With robust Staffing and Invoice Monitoring and Management in the Patina’s Talent Rover Solution combined with InterWeave’s SaaS, Configurable Integration with their Sage  50 Accounting Application, Patina has a complete, seamlessly integrated Staffing Solution.

InterWeave Smart Solution Case Study – Patina


Lori O’Neil from Foods Resource Bank

InterWeave Smart Solutions – Configurable QuickBooks Integration Solution for Salesforce Non-Profit Edition
Wednesday, May 12, 2016

Foods_Resource_Bank_icon

My name is Lori O’Neil of the Foods Resource Bank, and we have been working the InterWeave Smart Solutions group since 2010. Our Non-Profit raises money to help people in developing countries grow their own food. Each year more than 200 U.S. growing projects, volunteers, companies, and organizations raise $3.5-4 million to support 50-60 overseas programs. To accomplish this, we needed an integration Solution that work to our defined business process and workflow requirements. Salesforce and QuickBooks provide the first two legs – InterWeave provided the third. Since 2010, we have been through 2 other Non-Profits Solutions, both integrated by InterWeave, but finalized on the Salesforce Non-Profit Edition in 2013 (again, integrated by InterWeave). I have read it else where’s, but the InterWeave team is patient, supportive, flexible in setting up meetings and go way beyond in not only assisting where their Smart Solution is concerned, but providing advice and Best Practice. We look forward to the next 6 years. This group is a 5 out of 5.

Lori O’Neil, Accounting, Foods Resource Bank

Foods Resource Bank

Foods Resource Bank was looking for a very tightly integrated solution to integrate Salesforce Non Profit to QuickBooks, bi-directionally – and reconciled in real-time.

Salesforce Non Profit to QuickBooks integration via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Salesforce Non Profit and their hosted QuickBooks Application with real-time information available in both systems. Required effective tracking & management of accounts, contacts, donors, donations, contacts, etc. Required ease-of-control in scheduling integration transactions.

Other key requirements included complete self-service capabilities and total configuration flexibility.

Solutions

Foods Resource registered their company and configured their Salesforce Non Profit to QuickBooks via configuration in the InterWeave Solutions Portal. InterWeave allows selection of the right configuration parameters for their needs – and then generates their custom Solution. Foods Resource has moved from two other Non Profit Solutions – integrated by InterWeave each time. This is now the third one.

Foods Resource required ease-of-control in scheduling their integration transactions with online, real-time integration between all objects in the Salesforce Non Profit Edition with all objects in QuickBooks, uni or bi-directionally, at the data, data format and data hierarchy levels. The Integration Manager Console allowed easy integration scheduling.

Results

A fully integrated CRM/Financial Application at a fraction of the cost, time, & risk of traditional “all-in-one” applications. Foods Resource now has the increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people. The management and financial team now spends less time gathering information; more time now for providing better customer service.

My name is Lori O’Neil and I am the Accounting person for the Foods Resource Bank Inc. My number is (708) 505-4034. For details about my company visit our website at www.foodsresourcebank.org.

InterWeave Smart Solution Case Study – Foods Resource Bank


Angela Hoskins from The In-Store Merchandising Experts

InterWeave Smart Solutions – Configurable QuickBooks Online Integration Solution for Salesforce
Friday, April 29, 2016

TIE Icon

Interfaces are hard, and they are the hardest when there is incredibly custom processes in place with lots of “well, I forgot about this one customer that does things differently” types of conversations. It took some time for us to get the interface live because the various ways that we handle our customers’ needs is a valuable differentiation from our competitors – but makes connecting 2 systems quite challenging. The InterWeave engineers, led by Dmytro, were clever problem solvers and achieved a connection between QB Online and Salesforce for billing that has saved us the expense of 1 full time team member manually creating the bills! There are some limitations to what the online version of QB offers, but Dmytro and his team helped to come up with solutions around the limitations. If you choose to go with these guys, let them help you take away “grunt work” of entering things into 2 systems. Unless your business is really straightforward, it may take some time to work through all of the nuances, but you can’t argue with saving the labor cost of an entire team member – and that’s only our first phase of billing! We have future phases that we will continue with InterWeave, and we will only continue to become more and more efficient. This group is a 5 out of 5.

Angela Hoskins, CEO, The In-Store Merchandising Experts

The In-Store Merchandising Experts (TIE)

TIE specializes in providing supplemental staffing, merchandize project management, grocery category resets, pop placement, store remodels/rebranding and much more. They looking for a very tightly integrated solution to integrate their Salesforce Enterprise Edition to QuickBooks Online, bi-directionally – and reconciled in real-time.

Salesforce Enterprise Edition to QuickBooks Online integration via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Salesforce Enterprise Edition and QuickBooks Online with real-time information available in both systems. Required effective tracking & management of accounts, contacts, opportunities, products, custom objects and more. Required ease-of-control in scheduling integration transactions.

Other key requirements included complete self-service capabilities and total configuration flexibility.

Solutions

TIE registered their company and configured their Salesforce Enterprise Edition to QuickBooks Online via configuration in the InterWeave Solutions Portal. InterWeave allows selection of the right configuration parameters for their needs – and then generates their custom Solution

TIE required ease-of-control in scheduling their integration transactions with online, real-time integration between all objects in the Salesforce Enterprise Edition with all objects in QuickBooks Online, uni or bi-directionally, at the data, data format and data hierarchy levels. The Integration Manager Console allowed easy integration scheduling.

Results

A fully integrated CRM/Financial Application at a fraction of the cost, time, & risk of traditional “all-in-one” applications. TIE now has the increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people. The management and financial team now spends less time gathering information; more time now for providing better customer service.

My name is Angela Hoskins, CEO of the In-Store Merchandising Experts. For details about my company visit our website at http://www.theinstoreexperts.com.


Jane Gyorgy from DeepVac, Inc.

InterWeave Smart Solutions – Configurable QuickBooks Desktop (Hosted at Trapp Online) integration to Salesforce Enterprise Edition

Deepvac logo

Update – Thursday, February 18, 2016

I have been working with computers since 1985. As a small business owner for the past 25 years it was only in 1998 I started to work with QuickBooks. With a few hitches in between, I took my company to the cloud with Sales Force in 2006, and integrated SF with QB through InterWeave in 2007 and have never looked back.

Between 1998 and 2006 I had the misfortune of working with several companies that did not understand what I wanted, what I needed and couldn’t deliver even on what they did profess to do, and their technical support was sorely lacking.

Interweave has made it possible for smooth integration of my CRM / Scheduling program (Sales Force) and my Financial Management program (QuickBooks). They listened to what I was attempting to accomplish, customized their program to fit my needs, and have provided the best customer service since day one that I have encountered in my 31 years of experience with technical support of any kind.

Recently, Sales Force changed the encryption platform which required my files to be moved to a dedicated server. About the same time, it became obvious my original QuickBooks company file, in use since 1998, could no longer handle incoming from SalesForce. When we needed to create a new file and sync SalesForce to it, InterWeave made that transition as smooth as silk, as if it only required flipping a switch. It took much more than that on their end, but on mine, they couldn’t have made it seem any easier.

I cannot say enough good about InterWeave so I will leave you with this: My name is Jane Gyorgy. I am the owner of DeepVac Inc. and you can reach me at 415-850-4722. I stand behind my word and recommend InterWeave without reservation.

Update – Wednesday, September 19, 2015

To Every One at TrappOnline and InterWeave Smart Solutions:

A big thank you to all who worked so hard and did such a fabulous job! It appears as if all is moved, working properly, and the dust has settled (this customer just moved to our new Premium Combined Server Solution). 

Your two companies, and it is truly your people within your companies, are the two best companies I have worked with in my 30.5 years working with computer hardware, software and tech support.

After working with InterWeave for eight years, and Trapp the last two years, I have nothing but compliments to say about your companies. I have been singing praises about both of your companies to anyone who asks anything about how we coordinate CRM and Accounting, doesn’t know about servers, and how your companies make it possible to conduct business from anywhere at anytime. Most importantly, I remind people that tech support is key, bad things will happen and your responsiveness, promptness, and ability to resolve all issues is stellar!

Thank you for your excellent, intelligent, and gracious work!

Sincerely,

Jane R. Gyorgy
VP DeepVac Inc.
7359 Oakmont Dr
Santa Rosa, CA  95409-6348

The Original  - 2008

Deepvac logo

DeepVac, Inc.

DeepVac was looking for a very tightly integrated solution to integrate Salesforce.com to Quickbooks, bi-directionally – and reconciled in real-time.

Salesforce Enterprise Editions to Quickbooks Desktop integration via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Salesforce Enterprise Edition and their resident Quickbooks Application Needed real-time information available in both systems Required effective tracking & management of account, opportunities, contacts and product data Required ease-of-control in scheduling integration transactions

Other key requirements included complete self-service capabilities and total configuration flexibility

Solutions

Register their company and configure their Salesforce to Quickbooks custom Solution via configuration in The InterWeave Solutions Portal Select the right configuration parameters for their needs – and then generate their custom Solution Moved from decision to full deployment in a short timeframe

Required ease-of-control in scheduling integration transactions Online, real-time integration between all objects in Salesforce with all objects in Quickbooks, uni or bi-directionally, at the data, data format and data hierarchy levels

The Integration Manager Console allows easy integration scheduling

Results

A fully integrated CRM/Financial Application at a fraction of the cost, time, & risk of traditional “all-in-one” applications Increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people

Management and Financial teams spend less time gathering information, more time providing better customer service

“After two years of working with another company who delivered a cumbersome scheduling program but made up for it with such a seriously flawed integration side that caused one financial nightmare after another, I had to go elsewhere. They looked and sounded so good on the surface, even have daily ‘classes’ on the web, but when it came to my business they failed to deliver. “I found SalesForce and five and a half months after signing with them I was finally up and running. Five months later the synchronization provider I was using went belly up and I had to look elsewhere. I decided on InterWeave. Now I have an integration program that is easy to use, delivers exactly what I want, and is written in plain English.”

My name is Jane Gyorgy and I am the VP and CFO of DeepVac Inc, a California Corporation, and you can phone me directly at 415-850-4722. For details about my company visit our website at www.deepvac.com.

InterWeave Smart Solution Case Study – DeepVac


Engage Partners, UK
Talent Rover to Sage 200 integration via InterWeave Smart Solutions.

Engage_Partners_Logo

Challenge

Engage Partners was looking for a very tightly integrated solution to integrate their Talent Rover Staffing Solution with their Sage 200, bi-directionally – and reconciled in real-time. Engage Partners required ease-of-control in scheduling their integration transactions with online, real-time integration between all objects in Talent Rover with all objects in Sage 200, uni or bi-directionally, at the data, data format and data hierarchy levels. Required features are listed below.

Talent Rover Features:

  • Calendar & Tasks Plan your day, your week, and your month with the extensive calendaring & task functionality.
  • Applicant tracking is more than just moving candidates through the hiring process or searching for resumes.
  • Resume & Search matching utilizing sophisticated search and matching solution that ensures your business finds the right candidates intuitively and flexibly.
  • Social Media maximizes your sales and recruiting process with social media.
  • Onboarding eliminate data entry errors and streamline the hiring process with paperless, digital, automated onboarding from Engage Partners.

InterWeave Features:

  • Invoices are created from the Invoice object  to create 1 line invoices or a header from multi-line invoices.
  • Time and Expense objects are used to create line items for multi-line invoices.
  • Invoices are automatically created in QuickBooks at interval timings set by you.
  • Utilize Schedules object in Talent Rover to process Subscription Services with automatic renewal option
  • Integration with your payroll processor is available; ADP, Paychex, Paylocity and more (optional).
  • Premium Combined Server option is now available for our Talent Rover customers. Your InterWeave Solution running on your server—practically connection-less.

Solution

Talent Rover is a fully integrated, cloud-based software solution built on the Salesforce Platform. A unique offering dedicated to staffing and recruiting professionals, Talent Rover enables management of the entire recruitment workflow with tools for sales, recruitment and back office. Through robust analytics and forecasting capabilities, Talent Rover empowers customers to understand their data, make informed decisions, grow their businesses and gain a competitive advantage.

Results

A fully integrated staffing solution with Talent Rover at a fraction of the cost, time, & risk of traditional “all-in-one” applications. Engage Partners now has the increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people. The management and financial team now spends less time gathering information; more time now for providing better customer service.

My name is Dipen Joshi, Financial Controller of Engage Partners Limited.

For details about my company visit our website at http://www.engageeducation.co.uk/.

InterWeave Smart Solution Case Study – Engage Partners Limited


03/27/2015

Randy Carter says:

Outbox Systems is a Salesforce Consulting Partner and we are well versed in Cloud Services: Salesforce Pros, Workfront Experts, Integration Gurus and Cloud Advisors. When we reviewed the Salesforce_QuickBooks requirements of our new customer – we know we needed to bring in the professionals. I contacted InterWeave and in days we were supplied with the tools and approach to get the job done. The 7 Steps document, the Salesforce_QuickBooks Survey, the Connection installation document, the Salesforce_QuickBooks Project and more – gave me what I needed to understand the architecture and data integration relationship with these Solutions. But, what I really liked was the extensive knowledge that is on tap with this company. Any question, any time, answered with thought and knowledge. I would give them a 10 out of 5.

03/11/2015

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.

02/05/2014

Hi Rob,

I’m currently out of the country. I’m attending a trade show in Spain and will return to the states on the 11th. We are pleased with the integration that Bruce did for us for MAS 90 with Sales Force. InterWeave had a big challenge and they succeeded,

If you want called me after the Feb 11, Bellow is my info,

Best,

Paul

PAUL MEDINA FREEMAN
VIDREPUR OF AMERICA TERRITORY MANAGER
2301 NW 84TH AVE, MIAMI FL 33122

10/07/2013
Raxco and InterWeave

Solutions

Raxco implemented the Salesforce QuickBooks Smart Solution via the InterWeave Solutions Portal and hosted the integrated Solution with Rackspace Managed Hosting.  Raxco moved from decision to full deployment in a short timeframe with online, real-time access to customer information from any location. The Integration Manager Console allows easy integration scheduling.

Results

Raxco now has a fully integrated CRM Solution at a fraction of the cost, time, and risk of traditional client-server systems with increased ability to deliver outstanding service to customers; information is where it needs to be; at the right time, in the right format and for the right people. Raxco sales teams and financial team spend less time gathering information, more time selling and providing better customer service.

Mr. Greg Hayes
Salesforce Administrator
Raxco, Inc.

9/12/2013

New QRemote Connector is working well

Hi Guys,

My experience with IW has been sooooo much better since you changed the connector. Night and day difference. Just wanted to let you know (although you probably figured that out since you had not heard from me, haha).

Thanks!

Kerry Curtis | Sales Operations Manager

5/28/2013
InterWeave has been crucial to our financial visibility

InterWeave quickly assisted us in identifying what solution would be best for us. This meant starting us out at a level that allowed us to automate our process in SFDC, with minimal cost. The support was fabulous. I was able to resolve issues regarding our financial application quicker than going to the actual application’s support. They took care of the implementation but kept us part of it every step of the way so we could be self sufficient. As we identified additional needs they have been there to advise us.

Overall, I would recommend them. They have been outstanding in their support and never tire of our many questions!

Lisa Foster
ConnectandSell, Inc.

5/23/2013
The team at Interweave Bruce Magown & Dmytro Zotkin have been very helpful and have resolved my issues accordingly

I am the bookkeeper for Office Furniture Service (OFS) and the person that uses this program in a daily basis. OFS have been using Salesforce for about (8) years and when they recommended Interweave for the integration between Salesforce and Quickbooks. OFS of course, signed up with Interweave. The integration have not been as easy as everybody will like everything to be but after the expected glitches, temporary integration bugs, I have to say that Interweave works for me.. There is always issues that can trigger off the integration not to work properly, but the team at Interweave Bruce Magown &.Dmytro Zotkin have been very helpful and have resolved my issues accordingly.. The program has its limitation, but I am sure the team at Interweave is working to make their program reach higher standards.

Isabel Rocca
OFS, Inc.

5/22/2013
Committed and able technical support

We are rapidly growing residential remodeling company in Charlottesville VA. We are implementing Salesforce and InterWeave QB integration as I write this review. Thus far, the team at Interweave has been very responsive to questions and concerns as we get to know how all of this will integrate. More impressive has been the dedication of the technical team to understand our business processes and desired outcomes before proceeding with configuration. Rather than just wanting to “check the boxes on the configuration sheet” so they can do set up, they genuinely are interested in first understanding the business processes before proceeding. They have provided options for configuration and collaborated well with our Salesforce implementation partner. So far, amazing!

Todd Parker
Integrity Home Contracting , LLC.


Case Studies


“The patience, support and guidance provided by the InterWeave Smart Support group has been exemplary. GTM meetings were easily scheduled, new feature request were implemented and we’re up and running with exactly the Solution that works for us. We just signed for the eCommerce Gateway to integrate our Magento eCommerce store data into our Salesforce and QuickBooks and the Database Gateway to connect to our SQL database.” 

                                     — Gregg Potter, President, Anything Weather


Mark Soloway, Soloway Designs Architecture and Planning chose InterWeave Smart Solutionsfor their Salesforce_QuickBooks Integration 10/11/12

InterWeave Smart Solutions was recommended to us by our Salesforce Consulting Partner, MK Partners, as THE Integration Solution to integrate our Salesforce and QuickBooks. Soloway has created a new product, Tady Tote, which is a soft, flexible indoor/outdoor cushioned area for your baby to play on, have tummy time, nap or roll around. Quick and easy to clean-up, it is ideal for play dates, outings at a park, or really anywhere. Tady Tote is available on our ecommerce website – www.tadytote.com. Our Consulting Partner had written the integration between our ecommerce site and Salesforce, so what we needed now was full integration between Salesforce and QuickBooks, in real-time, to process our ecommerce transactions (Sales Receipts). We are highly interested in utilizing the reporting capabilities of Salesforce to understand demographic selling and to quickly adapt to changing market conditions, but needed complete back office transaction accounting seamlessly integrated.

The patience, support and guidance provided by the InterWeave Smart Support group has been exemplary. GTM meetings were easily scheduled, new feature request were implemented and we have configured the exact Solution that works for us. We found the InterWeave team easy to work with, knowledgeable and ready to recommend best practices with work flow and business process within our Salesforce/QuickBooks ecosystem. They are a 5 out of 5.

My name is Marc Soloway, and I am the CEO and Founder of Soloway Designs, Inc. You can contact me at (520) 219-6302 x7001. For details about my company, visit our website at www.soloway-designs.com or www.tadytote.com.


AP Dental logo

Aesthic-Press, LLC.

Aesthic-Press was looking for a very tightly integrated solution to integrate Salesforce.com to Quickbooks, bi-directionally, with multi-currency invoked and two QuickBook company files – reconciled in real-time.


Salesforce to Quickbooks integration via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Salesforce.com and their two, hosted QuickBooks files. One of Euro’s and one for Dollars.

Needed real-time information available in both systems Required effective tracking & management of account, opportunities, contacts and product data Required ease-of-control in scheduling integration transactions

Other key requirements included complete self-service capabilities and total configuration flexibility

Solutions

Register their company and configure their Salesforce to Quickbooks custom Solution via configuration in The InterWeave Solutions Portal Select the right configuration parameters for their needs – and then generate their custom Solution moved from decision to full deployment in a short timeframe

Required ease-of-control in scheduling integration transactions Online, real-time integration between all objects in Salesforce with all objects in Quickbooks, uni or bi-directionally, at the data, data format and data hierarchy levels

The Integration Manager Console allows easy integration scheduling

Results

A fully integrated CRM/Financial Application at a fraction of the cost, time, & risk of traditional “all-in-one” applications Increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people

Management and Financial teams spend less time gathering information, more time providing better customer service

“We’re a small international business that is a QuickBooks user but new to Salesforce. My Salesforce Account Rep recommended contacting InterWeave to discuss our requirements – multi-currency capability and multiple QuickBooks Company files to support customers by currency. TheInterWeave team has been spectacular to work with; patient, supportive, flexible in setting up meetings and they have gone way beyond in not only assisting where their Smart Solution is concerned, but with Best Practice, Quote to Cash, Lead Generation, and more. It is a pleasure to work, support is excellent and I look forward to a long relationship. This group is a 5 out of 5.”

My name is Jorg Muller and I am the CEO of Aesthic-Press, a German Corporation, and you can phone me directly at +49(0)211-248-2294. For details about my company visit our website at http://www.apdental.net/


 

Anything Weather logo

AnythingWeather Communications, Inc.

Anything Weather has been working with Salesforce and Quickbooks separately for a couple of years. Their increasing business required an automation integration Solution, bi-directionally, and reconciled in real-time between these two applications. In addition, they need real-time and ACH Credit Card processing in Salesforce.


Salesforce_Credit Card Processing Gateway_Quickbooks integration via InterWeave Smart Solutions.

Challenge

As our business is growing rapidly, entering accounts, contacts, opportunities, products in Salesforce, and then re-entering and converting all this information for Quickbooks entry was distracting, error-prone, inefficient and not a core business process. We required an automated integration Solution, one that would adhere to our work flow, business processes and one that we could manage, monitor and maintain. We looked at a number of products that performed direct synchronization of fields between Salesforce and Quickbooks, but we required much more than that; we required a Solution that we could configure exactly the way we wanted to – we found InterWeave Smart Solutions. In addition, we needed real-time and ACH Credit Card processing in Salesforce to connect with our MSP – Authorize.net.

Solutions

We choose the Enterprise model of the Salesforce_Quickbooks Smart Solution byInterWeave with the integrated Credit Card Processing Gateway. Our sales team can now easily create an Account, build the Opportunity (with Product line items), enter the customers credit card information and do a real-time credit card authorization and close the sale (closed won status). The information automatically goes to Quickbooks in the exact format we configured and builds Sales Order, Receipts, Invoices, PO’s, etc. – in real-time. For the first time, we have complete control over our integrated processes and data. If we need to change or add function, we simply log into the Portal and make our configuration changes.

Results

Full, automated integration for my Salesforce/Credit Card Processing/Quickbooks for my sales and accounting teams at a fraction of the cost, time, & risk of traditional “all-in-one” applications Increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people

Management and Financial teams spend less time gathering information, more time providing better customer service

“The patience, support and guidance provided by the InterWeave Smart Support group has been exemplary. GTM meetings were easily scheduled, new feature request were implemented and we’re up and running with exactly the Solution that works for us. We just signed for the eCommerce Gateway to integrate our Magento eCommerce store data into our Salesforce and Quickbooks and now we’re looking at the Database Gateway to connect to our SQL database.”

My name is Gregg Potter, and I am the President and Lead Meteorologist of AnythingWeather Communications, Inc. You can contact me at (760) 340-6989. For details about my company visit our website at http://www.anythingweather.com/default.aspx. 


Simple Truths logo

Simple Truths, LLC.

Simple Truths was looking for an integrated Order Management and Financial Application Solution – reconciled in real-time. Integrated Order Management from Nexternal, Financial application is Sage ACCPAC.


Nexternal Order Management system to Sage ACCPAC via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Nexternal Order Management and the SAGE ACCPAC Financial Application. Needed real-time information available in both systems. Required effective tracking & management of customer, order and financial data Required ease-of-control in scheduling integration transactions

Other key requirements included cost-effectiveness and rapid deployment.

Solutions

Implemented the Nexternal_Sage ACCPAC integration Solution via the InterWeave Solutions Portal hosted at Rackspace Managed Hosting.  Moved from decision to full deployment in a short timeframe with online, real-time access to customer and lead information from any location.

The Integration Manager Console allows easy integration scheduling.

Results

A fully integrated CRM Solution at a fraction of the cost, time, and risk of traditional client-server systems. Increased ability to deliver outstanding service to customers & prospects; information is where it needs to be; at the right time, in the right format and for the right people.

Sales teams and Financial team spends less time gathering information, more time selling & providing better customer service.

“The integration Solution by InterWeave provides a 2-way, bi-directional synchronization between the Nexternal Order Management System and the SAGE ACCPAC Financial Application. We’ve been able to reduce head-count, automate our Invoice procedures and basically simplified our business processes. The implementation of the InterWeave Solutions has allowed us to take our business to he next level. We are pleased to be an InterWeave customer.”

CEO, Simple Truths, LLC.


 

st.barths logo

St. Barth Properties, Inc.

St. Barth Properties is now in its 22nd year creating and delivering its signature dream vacations to a growing international clientele – exclusively on the island of St. Barth. The company represents a portfolio of over 150 private villas, a distinctive collection of elegant hotels – The Hotels of St. Barth – and offers a full range ofconcierge services.  The have been working with Salesforce and Quickbooks separately for a couple of years, but a growing business required:

A sophisticated  integration Solution between Salesforce and  Quickbooks, bi-directionally and reconciled in real-time,

Real-time Credit Card and ACH processing with both Scheduled and Recurring Payments options, and receiving and processing payments in Salesforce,

An FTP integration from their foreign web site to Salesforce,  and

An integration between Salesforce and their US based web site.

They chose InterWeave.

Salesforce_CC Processing Gateway_Quickbooks_FTP Integration via InterWeave Smart Solutions.

Challenge

St. Barth is not your average customer. With their business rapidly growing they needed seamless integration  between their front, middle and back office systems. Their front office is Salesforce, highly customized, the web sites (2 of them) are the middle office and the back office is QuickBooks. Entering customer and financial data in four separate applications was becoming a very large problem for St. Barth Properties; they required an automated integration Solution, one that would adhere to their work flow, business processes, and with their custom objects that they could manage, monitor and maintain.

Solutions

St. Barth chose the Enterprise model of the Salesforce_Quickbooks Smart Solution, the Credit Card Payment Gateway and the Database Gateway. Our international, multi-location sales team can now easily create Accounts, build the Reservation (Opportunity custom with Product line items), enter the customers credit card information and do real-time credit card authorizations, scheduled and recurring payments  - providing a complete service from the customer – all from Salesforce. Information automatically goes to Quickbooks in the exact format we configured and builds Sales Order, Receipts, Invoices, etc. – in real-time. For the first time, we have complete control over our integrated processes and data. If we need to change or add function, we simply log into the Portal and make our configuration changes.

Results

Full, automated integration between my front, middle and back office systems. Salesforce_Credit Card Processing_Quickbooks_FTP allows my sales and accounting teams to have the right information and process in the application they are working in, with all data transparently communicated to all applications in real-time. This allows us to deliver outstanding service to customers & prospects at a fraction of the cost, time, & risk of traditional “all-in-one” applications.

Management and Financial teams spend less time gathering information, more time providing better customer service

“It is a pleasure to work with InterWeave team. The support and guidance (Best Practices) provided has been exemplary. GTM meetings were easily scheduled, new feature request were implemented and we’re up and running with the exact Solution that works for us. We completed three out of the four integrations; we’re now starting the Salesforce to Web Site Solution.”

My name is Tom Smyth, , Vice President, St. Barth Properties, Inc. You can contact me at (508)-570-4127. For details about my company visit our website at http://www.stbarth.com/default.htm


Customer Quotes, Comments & Referrals


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. 


InterWeave knows how to support their Customers

We’re a small international business that is a QuickBooks user but new to Salesforce. My Salesforce Account Rep recommended contacting InterWeave to discuss our requirements – multi-currency capability and multiple QuickBooks Company files to support customers by currency. The InterWeave team has been spectacular to work with; patient, supportive, flexible in setting up meetings and they have gone way beyond in not only assisting where their Smart Solution is concerned, but with Best Practice, Quote to Cash, Lead Generation, and more.

It is a pleasure to work, support is excellent and I look forward to a long relationship. This group is a 5 out of 5.

Jörg Müller (05/14/2012)


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


 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.

- 05/12/2012 


 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 


To all,

The experience thus far has been excellent. Bruce has been very responsive and timely to all my requests. He is very knowledgeable in understanding the processes on a fundamental level. While other integrators I have worked with know only how to go through motions, Bruce not only knows how to go through them, but knows WHY and the reasoning behind it.

Corey Gil, Team Zensah – 04/09/2012


Hi Bruce,

I am outside the country right now, back on Monday, system running fabulous. Will call you on Monday.

Jorg, CEO, Aesthic-Press - 05/01/2012


Bruce,
“We are a 100% satisfied with your assistance. Dmytro and you were very helpful and we always recommend InterWeave and Ernie Maldonado fom Alagodo, LLC. also made a great job.”

Paul Medina Freeman, Territory Manager, Vidrepur Glass Mosaic – - 02/01/2011


Sam Tang from Paragon Security NYC

InterWeave Smart Solutions – Configurable QuickBooks Integration Solution for Salesforce(FieldBuddy) and QuickBooks.
Friday, November 10, 2017

“My name is Sam Tang of Paragon Security NYC. We’re a small Locksmith and Security company for which I am Accounts Receivable and Systems Admin. Integration between Salesforce and QuickBooks supports the majority of my responsibilities and if InterWeave isn’t working I can’t work. That said, I love InterWeave and their team. The systems are very reliable and if there is any troubleshooting necessary the support articles in place are excellent resources to utilize. The staff is fantastic; Alex and Dmytro are great to work with and take a lot of time to help me understand what’s happening or resolve situations. They’re great about coming up with ways for us to grow our systems and processes. Bruce is also wonderful; highly responsive and incredibly helpful. https://paragonsecurityny.com/ This group is a 5 out of 5.”

Sam Tang, Paragon Security NYC

Paragon Security NYC

Paragon Security NYC was looking for a very tightly integrated solution to integrate Salesforce (FieldBuddy) to QuickBooks, bi-directionally – and reconciled in real-time.

Salesforce (FieldBuddy) to QuickBooks integration via InterWeave Smart Solutions.

Challenge

Needed hosted, bi-directional synchronization between Salesforce (FieldBuddy) and their hosted QuickBooks Application with real-time information available in both systems. Required effective tracking & management of accounts, contacts, opportunities and work orders. Required ease-of-control in scheduling integration transactions.

Other key requirements included complete self-service capabilities and total configuration flexibility.

FieldBuddy Features: 

  • Mobile:  With FieldBuddy Mobile on a tablet or laptop the technician has all the necessary information within reach, always and everywhere and even when an internet connection is temporarily unavailable, the technician can continue due to the offline modus.
  • Easy Configuration: FieldBuddy offers an out-of-the-box configuration to support your service processes and to work with the data that is important for these processes: contracts, assets and locations, service requests and work orders, parts, activities, expenses and timesheets.
  • Dispatch: When it comes to solving a customer problem on site, maintaining an installation, executing a sales order or performing inspections or measurements: assigning the right technician at the right time to the right job is a key factor in optimizing your service process.
  • Connect: FieldBuddy easily integrates with other systems with InterWeave. QuickBooks, Sage, etc.

 

InterWeave Features: 

  • Invoices are created from Opportunity and Work Order objects
  • Invoiceable Item objects are used to create line items for invoices.
  • Invoices are automatically created in QuickBooks at interval timings set by you.
  • FieldBuddy and QuickBooks is a configurable Solution, one you can easily change, update, etc. at any time. 
  • FieldBuddy easily integrates with other systems with InterWeave: Peachtree, Sage, Microsoft Dynamics and others.
  • Integration with

Results

“With complete Field Service Automation Monitoring and Management in the Customers FieldBuddy Solution combined with InterWeave’s SaaS, Configurable Integration with their Financial System is what today’s Customers expect. InterWeave Smart Solutions delivers much more than expected.”  Bruce Magown, CEO.

 

My name is Sam Tang and I am the Salesforce Admin for the Paragon Security NYC Inc. My number is (212) 786-5670. For details about my company visit our website at https://paragonsecurityny.com.

InterWeave Smart Solution Case Study – Paragon Security NYC