Latest From the Blog
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.
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.
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.
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...
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).
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.
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?
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.
The short answer is yes. Workato does indeed offer discounted pricing for valid non-profit organizations. But the details can be a bit tricky.
Top 5 Reasons Integrations Fail & How to Avoid Them
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How to Create Seamless Digital Process Integrations
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