Most of the wine distributors in the United States use specially designed order management systems in their day-to-day operations. These order management systems are used by sales reps on the field, processing daily orders for wine, beer and spirits. Using an iPad, iPhone, or PC, sales reps do not need an internet connection to […]
Working with files and modern cloud apps – Part 1
Recently we got a request from a large manufacturer to help them with some file processing. Their specific requirement was to have Fixed width file formats converted into XML and pushed into Amazon S3 for the further processing. While going through the conversation with them I felt it would be a good idea to layout […]
Accessing & Exporting Salesforce files to use with your other App
One of the common questions that we often get is “I have attachments or images in a document folder, how can I publish it on our website or web application?”. There are some easy ways to do it using one of our tools DBSync Cloud Replication for Salesforce. DBSync Cloud Replication for Salesforce helps data […]
Cloud Strategy – Apps, Integration, Subscription and you
Since Cloud computing has made big leaps in the past few years by emerging as a conventional business tool, several strategies have consequently surfaced. These myths aren’t necessarily as risky as they were initially presented to be, but they certainly affect our methods of approaching solutions in the Cloud computing space. The following is a […]
Timesheet to Billing Automation using TargetRecruit and DBSync
Timesheet Billing & Invoicing module is a workflow-driven project Billing Automation that help project financial reporting, and invoicing; and connects your sales, project delivery, financial systems and teams. Do you often ask? Are we accounting for all project billing? Can we bill faster and more accurately? How can we automate our project revenue recognition policy? […]
Clean Your Dirty CRM Data – Data Quality
We all know this story. Salesperson X logs into Salesforce. Notices a new lead assigned to her. Picks up the phone to call and speak with this lead and hears, “You have the wrong number” or “That person doesn’t work here anymore” or “The number you have reached is not in service”. The example could […]
Popular Wine Distribution Order Management Apps
In Order management process, time is money. Sales reps often run out of time to note the orders manually and process them. This will cut into the bandwidth which order management representatives has to dedicate to face the customer and sell their products. In the case of wine industry, it is crucial for field sales representatives […]
Managing Subscriptions with Salesforce and your Accounting
As companies move to a Service-Delivery and Software-as-a-Service model the focus shifts from building and selling products to managing ongoing or recurring customer relationships, resulting in predictable revenue streams – adding a new challenge for billing them. This article will outline the design concepts, configuration considerations, and setup recommendations to support recurring services business models […]
DBSync is Now on Sage Marketplace
DBSync is on Sage Marketplace !!! Check us out at http://www.sage.com/marketplace Sage is another large player in SMB space along with the QuickBooks of the worlds and boasts a large number of customers across the world. Sage has multiple offerings (through its many acquisitions along with its own product line) – ranging from Sage Live […]
Amazon Vs Azure : What SMBs need to watchout for?
More companies are moving parts of their entire IT infrastructure to the Cloud. Improved resistance to downtime, mobility on virtually any device, and cost advantages are among some of the more popular reasons small to medium businesses have chosen a Virtual private cloud to host their business information systems. Each vendor has its own strengths […]