The File transfer protocol is a standard network protocol used to transfer computer files from one to another host over a TCP network, such as the internet. The standard is widely used due to its convenient characteristics. Sometimes we need to transfer the data stored in an FTP server to an application, such as Salesforce, […]
Analytics Best Practice: Order-to-Cash Performance & more KPI’s
I am often asked what are the relevant reports or metrics we need to track while integrating between the Order-to-Cash process. Here is a list of reports that you will find useful while thinking through your business integration needs – mainly between CRM or eCommerce applications like Salesforce and Accounting systems like QuickBooks, Intacct or others.
Working with files and modern cloud apps – Part 1
Recently we got a request from a large manufacturer to help them with some file processing. Their specific requirement was to have Fixed width file formats converted into XML and pushed into Amazon S3 for the further processing. While going through the conversation with them I felt it would be a good idea to layout […]
Accessing & Exporting Salesforce files to use with your other App
One of the common questions that we often get is “I have attachments or images in a document folder, how can I publish it on our website or web application?”. There are some easy ways to do it using one of our tools DBSync Cloud Replication for Salesforce. DBSync Cloud Replication for Salesforce helps data […]
QuickBooks & Microsoft Dynamics CRM now on AppSource
Excited to announce that we are live on Microsoft AppSource for Microsoft Dynamics CRM & QuickBooks. Check us out at Microsoft AppSource DBSync – QuickBooks and Microsoft Dynamics CRM Also do checkout our supported integrations for Microsoft Dynamics with many other applications like Dynamics GP, NAV, Sage and popular Databases like SQL Server, Oracle, mySQL, Azure […]
Cloud Strategy – Apps, Integration, Subscription and you
Since Cloud computing has made big leaps in the past few years by emerging as a conventional business tool, several strategies have consequently surfaced. These myths aren’t necessarily as risky as they were initially presented to be, but they certainly affect our methods of approaching solutions in the Cloud computing space. The following is a […]
Timesheet to Billing Automation using TargetRecruit and DBSync
Timesheet Billing & Invoicing module is a workflow-driven project billing solution that automates project financial reporting, and invoicing; and connects your sales, project delivery, financial systems and teams. Do you often ask? Are we accounting for all project billing? Can we bill faster and more accurately? How can we automate our project revenue recognition policy? […]
Clean Your Dirty CRM Data – Data Quality
We all know this story. Salesperson X logs into Salesforce. Notices a new lead assigned to her. Picks up the phone to call and speak with this lead and hears, “You have the wrong number” or “That person doesn’t work here anymore” or “The number you have reached is not in service”. The example could […]
Managing Subscriptions with Salesforce and your Accounting
As companies move to a Service-Delivery and Software-as-a-Service model the focus shifts from building and selling products to managing ongoing or recurring customer relationships, resulting in predictable revenue streams – adding a new challenge for billing them. This article will outline the design concepts, configuration considerations, and setup recommendations to support recurring services business models […]
What is Hybrid Cloud? Why Is It The Future of Business?
As Cloud is gaining the prime importance in information technology, it is well predictable that the Hybrid Cloud is the topic to reckon now. For the last few days, mainstream technology blogs and journals carried a special emphasis on Hybrid Cloud. But the basic roadblock in drawing predictions is that many in the business are […]