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 […]

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 […]

CRM

Why CRM Implementations Fail: The Top Six Reasons

CRM or Customer Relationship Management is a potential segment. Proper and smart utilization of CRM will help an organization to equip everyone who deals with the customer. Companies make a big investment of time and money to build this field so it needs to be utilized in the best possible way. 

Service To Cash Flow

Service To Cash Process Service to cash normally refers to the business process for receiving and processing customer sales. It follows “Opportunity to Order” and covers business-to-business(B2B) and business-to-consumer(B2C) Sales.In many business models a contractual relationships is established via a contract or subscription. let us see how both this works in different scenarios

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