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Latest From the Blog

Can you collect payments in Intacct for orders from Salesforce?

Can you collect payments in Intacct for orders from Salesforce?

Everyone needs to get paid! These days there are so many ways to collect money — checks, credit cards, ACH, wire, etc. In this video Venn Technology discusses how payments can be synced from Intacct to Salesforce so your sales reps know who owes you money… and explore ways to sync payments from Salesforce to Intacct.

What is Venn in 60 Seconds?

What is Venn in 60 Seconds?

We’re kicking off a new video series called Venn in 60 Seconds, where we answer our most frequently asked questions about Salesforce and Sage Intacct integration, automation, and optimization.

Why Salesforce Optimization Is a Game Changer for Your Business

Why Salesforce Optimization Is a Game Changer for Your Business

Salesforce is a cloud-based CRM platform that helps businesses streamline and enhance every interaction with customers and clients. It can be an incredibly powerful tool for businesses of all sizes – but only if its implementation has been optimized for the needs of the business.

5 Important Things to Know about Salesforce and Sage Intacct Integration for Your Business

5 Important Things to Know about Salesforce and Sage Intacct Integration for Your Business

You’re always looking for new ways of streamlining business operations while providing a superior level of customer care. The secret behind achieving this perfect balance is often found in integration. Any time that you can combine two or more components of running a business to the point that they work together seamlessly, it’s going to have a positive impact on your operations.

Disabling the multi-user selection in the Salesforce login screens.

Disabling the multi-user selection in the Salesforce login screens.

I have just solved the world’s largest first world problem that very few people have. If you’re a Salesforce Consultant and you’re constantly logging into different Salesforce Production and Sandbox Orgs then you’ve likely dealt with this before. The dreaded multi-save usernames for Salesforce orgs.

Workato: How to process an unlimited amount of records

Workato: How to process an unlimited amount of records

If you’ve been following the feature development that Workato has been pushing out lately then you probably know about Callable recipes. Synchronous callable recipes, at the time of this writing, have the unique ability to be included in the “transaction” that started it off. You might call 5 different recipes from one single recipe and that would all take up just 1 transaction in Workato (this is from a billing standpoint).

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.