Latest From the Blog
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?
How to Set Up Einstein Search & Leverage Two of its Best Hidden Features
While we like just about every improvement Eintsein brings to Salesforce’s search—like the super fast search results, or the ability to search with phrases—one of the truly hidden gems is how quickly to you can get to related lists without even clicking a single link.
Does Workato offer discount pricing for non-profits?
The short answer is yes. Workato does indeed offer discounted pricing for valid non-profit organizations. But the details can be a bit tricky.
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.