CRM Customization:

Begin by creating or updating custom fields and objects within your CRM (e.g., Salesforce or Creatio) to support the integration. This step ensures that all necessary data points are captured and mapped correctly between systems.

Financial Application Preparation:

Configure your financial application (e.g., QuickBooks) by setting up custom fields and ensuring it is ready for integration. This may involve creating specific fields like “AccountID” to bind records between systems.

Establish Connections:

Set up connectivity between your CRM and financial applications:

For cloud-based applications, this involves configuring online connections. For on-premises applications, it may require installing connectors and configuring firewalls to allow data exchange.

Credentials and Access:

Provide necessary credentials and access permissions to InterWeave’s Technical Specialists to facilitate the setup process. This includes setting up integration users with appropriate administrative capabilities.

InterWeave Solutions Portal:

Register your company on the InterWeave Solutions Portal by selecting “New Company? Please Register Here” and enter your unique registration information. Work with your InterWeave Technical Specialist to configure your integration solution, selecting the appropriate flows and settings that align with your business requirements.

1. Flow Activation:

1. 1. Activate individual integration flows (e.g., Account to Customer, Opportunity to Invoice) and conduct thorough testing to ensure data is accurately synchronized between systems.
   2. This step involves creating test records and verifying that information is correctly transferred and mapped.

2. Testing and Feedback:

Pilot Programs:

Before full-scale implementation, a pilot program is often conducted. This allows customers to test the platform’s features in a real-world environment.

Feedback Loop:

Customers are encouraged to provide feedback during the trial phase so any necessary adjustments can be made before full deployment.

3. Training and Knowledge Transfer:

• • User Training:

The onboarding process includes in-depth training sessions for customers to familiarize them with the platform. This ensures they can efficiently use all relevant features.

• • Documentation and Support:

Access to user manuals, FAQs, and tutorials helps customers understand how to best utilize the system. Ongoing customer support is also made available.

• • Issue Resolution:

Collaborate with InterWeave’s Technical Specialists to address any issues or discrepancies identified during testing, making necessary adjustments to configurations.

Final Setup:

After any necessary adjustments, the system is fully deployed, and the customer is ready to use the platform in their day-to-day operations.

Ongoing Monitoring:

InterWeave ensures that the system continues to run smoothly post-launch, offering support to address any emerging issues or questions.

Regular Check-ins:

The onboarding process doesn’t stop at deployment. Regular check-ins and optimization recommendations are made to ensure customers continue to get the most out of their solutions.

Updates and Enhancements:

InterWeave SmartSolutions regularly updates its platform with new features and enhancements. Customers are kept informed about the latest developments.