Cloud-transfer

Migrate from Advent Qube CRM to Salesforce without skipping a beat

July 22nd, 2015 | by

Advent Software is the maker of highly successful products in the and financial services domain. They also used to have a CRM platform named Qube, which they discontinued in 2011. Since then, most Qube users have migrated to other CRM platforms. However, there are still some who are yet to choose a new CRM solution. If you’re one of those users, this post gives you an overview of what is involved in a migration from Qube to Salesforce. Read more »

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Integrate Advent Axys and Salesforce to better manage your investment firm’s portfolio

July 15th, 2015 | by

Advent Axys is a portfolio management tool for investment firms, family offices, and hedge funds. It provides robust reporting, performance monitoring, and automation to keep track of an investment portfolio. It can be greatly customized to meet the needs of any type of investment firm, and enables efficient features like export to Excel that are needed for advanced analysis. Investment firms love Axys for it’s robust reporting and accounting features. Read more »

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Integrate FlashTrac and Salesforce to better manage your global supply chain

June 30th, 2015 | by

If you’re an IT firm that relies on a supply chain partner to do business globally, you probably have heard of FlashGlobal. FlashGlobal is a leading provider of logistics and supply chain services around the world. Their suite of services include inventory management, order management, trade and compliance, and many more. FlashGlobal provides an acclaimed web-based platform called FlashTrac from which its customers can manage their supply chain operations. Many top IT firms in the world use FlashTrac. Read more »

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Integrate Celery and Salesforce for Better Ecommerce Order Management – A Smart Lock Startup Company’s Success Story

June 23rd, 2015 | by

A smart lock is a new type of lock and access system that allows you to send a virtual key to anyone you choose to have access to your home. It works through your smartphone, so you don’t need a key to open the door. One such smart lock startup wanted to integrate its back-end systems to better manage orders, and gain more visibility into customer activity. Let’s look at how they went about finding a solution. Read more »

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EDI implementation using Informatica – A Success Story

June 15th, 2015 | by

The Problem:

A leading provider of flash storage solutions in the San Francisco Bay Area relies on its partners to resell its products. Avnet is a partner of this company, and does frequent business that involves creating many financial documents like purchase orders, and invoices. These documents were being created manually, which involved lots of back and forth communication, errors and inconsistencies, and lots of time that could have been used for higher value activities. Read more »

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What you need to know when integrating Salesforce and NetSuite – Part 2

June 1st, 2015 | by

Salesforce is the most common cloud platform to be integrated with NetSuite. Many organizations want to use the best of breed solutions, and opt for these two platforms as the best in their respective fields of CRM and ERP. In the first post in this mini-series on Salesforce and NetSuite integration we covered three things you need to know when integrating these cloud platforms. In this post, we look at three more. Read more »

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What you need to know when integrating Salesforce and NetSuite – Part 1

May 24th, 2015 | by

Salesforce is the leading CRM solution, and NetSuite its counterpart for ERP. If you’ve already implemented one of these solutions and are considering the other, chances are you are thinking about integrating them so your operations are more efficient. Considering how complex both these applications are, you’ll need to be well prepared before you decide on a solution. This post highlights some of the factors you should consider when you integrate Salesforce and NetSuite. Read more »

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paperless

Still signing and faxing documents? Take your enterprise paperless with EDI

May 8th, 2015 | by

Paper documents are a huge time suck from the core activities of your business. Paper depends on machines that malfunction to print, fax, scan, and shred documents. They rely on human intervention to manually enter information, sign scores of documents, and handle the transfer of documents. The costs to maintain all these machines, people, and services add up, making the whole exercise very expensive. To top it all, your information stored on paper is susceptible to natural disasters, and can be destroyed at any time without retrieval. Read more »

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