Latest From the Blog
Webinar: Streamline Nonprofit Operations with Intelligent Workflows in Salesforce
Fundraising is often the leading use case for Salesforce within a nonprofit. Sometimes this means the operations side of the house takes a back seat.
Five Senses of an Integration | Part 4: Sight
When you look at your system integrations, do you get warm fuzzies or does it make your eyes hurt? As highly experienced integration consultants, we’ve seen it all. And there’s always that one integration in an organization that looks like a hot mess.
Five Senses of an Integration | Part 3: Sound
If you could actually hear your integration, would it be a synchrony of sounds or one of those ratatat jam bands still working on finding their sound? Need help with a tone-deaf integration (or implementing a new one) but not sure where to start? Call Venn.
Five Senses of an Integration | Part 2: Touch
If you could actually feel your integration, would it be soft as a kitten or rough around the edges? As highly experienced integration consultants, we’ve felt it all. And there’s always that one integration in an organization lacking that special touch.
Five Senses of an Integration | Part 1: Smell
If your integration had a smell, what would it be? As highly experienced integration consultants, we’ve smelt it all. And there’s always that one integration in an organization that reeks.
What is the best way to integrate Salesforce and Sage Intacct?
The Advanced CRM Connector is a pre-built utility published by Sage Intacct and designed to streamline workflows between the cloud accounting platform and Salesforce.com. In our experience, Advanced CRM may not always be the right tool for some organizations. It starts with evaluating three key criteria.
14 Tips for Implementing Salesforce Like a Pro
In the past decade I’ve managed thousands of integration projects. One thing that bridges my experience no matter who it was for, or what industry they were in, is that there are projects that go smoothly, and projects that don’t.
Here I share some observations that I believe drove those successful projects to be so.
Dear Salesforce, It’s Me Again
You don’t get to be the #1 cloud-based CRM globally without establishing an enigmatic fanbase like Salesfore has. Some of its most diehard fans have even gone so far as to get Salesforce tattoos of the company’s logo or their favorite trailhead characters. While no one at Venn has neither confirmed nor denied getting Salesforce’s beloved Astro inked on their left bicep, one of our dedicated Salesforce Consultants penned a thoughtful (far less permanent) letter expressing his love for the world’s hottest CRM that we thought was worth sharing.
This Simple Oversight Will Break Your Integrations Mid-Project
True or false: Work nightmares are 10x scarier than ones with monsters. If you answered ‘True’ - you’re not alone, fellow sleepworker. Some psychologists actually say this is pretty normal since people tend to dream about what’s important to them. In fact, one survey...
Can I integrate Salesforce CPQ with Sage Intacct?
Salesforce CPQ (or Configure, Price, Quote) is the hottest addon today. We often have clients asking if it’s possible to integrate it with Sage Intacct. So, the good news is yes. CPQ is built 100% on Salesforce, meaning it is completely accessible through their robust API. Every object that is doing its magic behind the scenes is available to push and pull data by middleware (like Workato for instance).
How can non-profits generate year end giving statements from Salesforce?
As with most things in life, the answer is… it depends. Mostly it depends on how clean your data is, how much time you want to spend manually reconciling or merging data, and how much money you’re willing to fork over to automate the process. But all that to say, you can do it, and this post shows a few ways it can be managed.
How much does it cost to integrate Salesforce with Sage Intacct?
Let’s start with the obvious: it all depends on how complex the ask is. How many different kinds of data are coming from many areas of each system? And what kind of automations are we trying to trigger once the data has moved from one system to the other. And what needs to happen once that data has been synchronized between the two?
Resources
Top 5 Reasons Integrations Fail & How to Avoid Them
Don’t get caught holding the bag. Before your integration has a chance to go wrong, read this free white paper to help you chart a winning course.
How to Create Seamless Digital Process Integrations
Want to be the hero that finally gets your company’s systems talking to each other and on the same page? Our free white paper gives you the secret.