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InterWeave Smart Solutions Portal > Quickbooks Solutions
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 ( Salesforce.com, SugarCRM, intelestream and others) with Aria Systems A+ Billing Platform, Financial applications, ERP, web services, Data Bases, etc. – all in a hub/spoke model. Let’s look at the CRM_QuickBooks Solution configuration selections on the InterWeave Solutions Portal.
InterWeave Smart Solutions Portal >QuickBooks
InterWeave Smart Solutions Portal >QuickBooks to Salesforce and SugarCRM
The QuickBooks_CRM integration Solution creates a bi-directional, real-time bridge between your data in your Financial application and your CRM.
Key Features include:
- Uni or bi-directional integration
- Create and update Customers, Invoices, Sales Orders, Sales Receipts, Contracts, Jobs, Estimates, etc. in your Financial application from your CRM
- All Financial application information; Customers, Invoices, Sales Orders, etc. create or update Accounts, Contacts, Opportunities and Products in your CRM
- All Financial application history available in your CRM; 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 your Financial application 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 your Financial application and your CRM and back automatically ensuring data integrity, delivery, and security. View, compare and verify changes made to your customer information in your Financial application or your CRM.
Add Customers to you Financial application from your CRM
New customer and supplier account details created in your CRM automatically integrate / update your Financial application. When you close your first sale with a prospect, your CRM data automatically creates a correctly structured customer record in your Financial application, eliminating the need for double entry.
Invoice and Payment Details from your Financial application to your CRM
Opportunities are updated in your CRM. Create invoices in your Financial application and then update your CRM. Receive payments in your Financial application and update your CRM. Update existing invoices and payments in your Financial application 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 Financial_CRM application Solution 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: Salesforce_Quickbooks Data Sheet
Click here to download a product brochure for InterWeave: 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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