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InterWeave Smart Solutions Portal > CRM
The InterWeave Smart Solutions Portal is where customers may register, select Smart integration Solutions between "Best of Breed" applications, and then configure them at the object and field level. CRM applications like Salesforce.com. SugarCRM, Aria Systems A+ Billing Platform, Financial applications, ERP, web services, Data Bases, etc. – all in a hub/spoke model. Let’s look at two CRM vendors we've integrated Quickbooks with. The Smart Solutions configuration selections are on the InterWeave Solutions Portal. For additional ERP integrations select ERP or eCommerce.
Product Brochure:
Click here to download a product brochure for InterWeave with Salesforce.com: Salesforce_Quickbooks Data Sheet
Click here to download a product brochure for InterWeave with SugarCRM: SugarCRM_Quickbooks Data Sheet
Quick Quote:
For a quick quote or an integration demo: call (203) 274-5226 or email us.
The InterWeave Quickbooks Solution creates a bi-directional, real-time bridge between your data in your CRM and your Quickbooks.
Key Features include:
- Uni or bi-directional integration
- Create and update Customers, Invoices, Sales Orders, Sales Receipts, Contracts, Jobs, Estimates, etc. in QuickBooks from your CRM
- All QuickBooks information; Customers, Invoices, Sales Orders, etc. create or update Accounts, Contacts, Opportunities and Products in your CRM
- All Quickbooks history available in Salesforce; purchase, payment histories, etc.
- Configurable options allow you to change / select new integration configurations as your business changes—at object level
- Error Management and Monitoring, Connection Monitoring, Log Viewer
- Automatic email or IM notification if error detected
Preserves Your Investment
The two-way integration between Intuit QuickBooks and your CRM preserves the investment in your accounting system while extending critical back office application functions into the front office in order to eliminate duplicate entries and increase visibility. This detail level integration empowers everyone in your organization -- sales, support, the order desk and accounting -- with the ability to share account knowledge for a full view of every customer. It also improves the lead-to-cash process and significantly reduces paperwork and redundancy.
Seamless Two-Way Integration
Seamlessly integrate customer records, invoices, and other business critical information from QuickBooks to your CRM and back automatically ensuring data integrity, delivery, and security. View, compare and verify changes made to your customer information in QuickBooks or your CRM.
Add Customers to QuickBooks from Salesforce
New customer and supplier account details created in your CRM automatically integrate / update QuickBooks. When you close your first sale with a prospect, Salesforce data automatically creates a correctly structured customer record in QuickBooks, eliminating the need for double entry.
Invoice and Payment Details from QuickBooks to Salesforce
Opportunities are updated in Salesforce. Create invoices in QuickBooks and then update your CRM. Receive payments in QuickBooks and update your CRM. Update existing invoices and payments in QuickBooks and update your CRM with scheduled interval timings that you set with the Integration Manager Console.
Complete View of a Customer
You now have a 360-degree view of your Customer, Contact details, Order and Payment history, Credit status, Sales Order information, Inventory status and Receivables information; all bi-directionally updated in both applications. Each application can create any object in the corresponding application; with full formatting capabilities.
Part of the complete Integrated Supply Chain Solution
InterWeave offers a complete, “Self-Service SaaS” integrated Supply Chain Solution incorporating Accounting / ERP, Inventory, eCommerce, Billing, Telephony, Customer Support applications that are ready to configure.
Best in Class
The InterWeave Salesforce_Quickbooks is Best in Class. No other Solution offers “Self-Service Configuration” you control.
Rapid Implementation
Solutions Integration Specialists are waiting to work with you to configure the right Solution. Configuration, Set-up typically take 2 days. You test, finalize, then into production according to your schedule.
Product Brochure:
Click here to download a product brochure for InterWeave with Salesforce.com: Salesforce_Quickbooks Data Sheet
Click here to download a product brochure for InterWeave with Salesforce.com: SugarCRM_Quickbooks Data Sheet
Quick Quote:
For a quick quote or an integration demo: call (203) 274-5226 or email us. |
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