I am often asked what are the relevant reports or metrics we need to track while integrating between the Order-to-Cash process. Here is a list of reports that you will find useful while thinking through your business integration needs – mainly between CRM or eCommerce applications like Salesforce and Accounting systems like QuickBooks, Intacct or others.
Jumpstart your Microsoft Dynamics GP (Great Plains) Integration Project
If you are starting to feel that your current accounting and business solution is slowly but surely becoming inadequate, not catering to your business needs entirely and also isn’t keeping up pace with your organization’s growth, then you have just outgrown the entry-level accounting software.
Marketing Automation and CRM Platforms Integration
The following Infographic explains the Marketing Automation and CRM Platforms Integration in visually simplest form. We would be delighted to discuss your use case and explore how DBSync can support your success. Please feel free to Schedule a meeting with us.
Inventory Management & Field Service Integration – Why It Is Important
Inventory and Warehouse Management remains one of the most mismanaged components of Field Service. Since most business functions have gone mobile, integrating this process can achieve greater efficiency, productivity and customer satisfaction. To understand how mobilization and integration can improve inventory management, we must first understand the inventory issues currently burdening service departments. The most […]
Integrating Customer Intelligence with your CRM
Do you know how your application is used by your Customers?Can you predict if a prospect will make a purchase?Can you identify if your Customer will renew your subscription? These are some of the common challenges facing every organization. So what is Customer Intelligence? Customer Intelligence (CI) is the process of gathering and analyzing information […]
Challenges Faced By Organizations In Handling SaaS Data
The main concern of every business is to manage their organizational data and keep the information safe to use it wisely. With advancements in technology and changing business trends, huge amounts of data are being generated. This raises questions like how to manage data so that it helps them grow their business and store historical […]
How US Compliance Leverages Automation to Improve Project Billing
In our conversation with Tim Stevenson, Partner of Finance for U.S. Compliance, we discuss the different issues they faced in streamlining their company’s project billing. They came to DBSync to improve the timeliness and accuracy of their billing by automating their data workflows between Microsoft Dynamics and their accounting system, QuickBooks. Tim shares some of […]
3 Steps to Manage Your Salesforce Data Storage Costs
Did you know adding on CRM data storage space can cost as much as $1,500 per 500 MB? You most likely integrate it with marketing automation, support, or other tools if you subscribe to Salesforce. Those integrations let you glean more insights into your customers and prospects while keeping everyone on the same page. Still, […]
Two Ways: How to Connect Salesforce to SQL Server Databases
Today’s Salesforce users have more options than ever when integrating customer data with eCommerce, accounting, customer service, and marketing SaaS apps. One key integration opportunity is to connect Salesforce to SQL Server, allowing companies to streamline their data workflows. Companies quickly see the advantage as they reduce duplicate entries, helping to optimize the order-to-cash cycle. […]
Salesforce Backup Best Practices
Learn how to leverage native and third-party apps to meet your compliance, operational, and business continuity goals Like all platforms, your Salesforce instance is not immune to data loss. Many SaaS providers do not provide data recovery services. Currently, Salesforce falls into that group but has indicated that it will reintroduce a service during the […]