Foundation for Success

This International Foundation for Humanity was looking for a way to help automate their donation and donor contact process. Additionally they were looking to streamline their daily accounting. To accomplish this we will integrate their website to Salesforce and Salesforce to QuickBooks. We will set up Bill.com for payables management, merchant services on both the website and QuickBooks and ECheck scanning for quick deposits.

Foundation for Success – Importing into Salesforce

Posted on May 10, 2012 by Alex Flores

Part of this project involves converting their data from the current CRM into Salesforce. Luckily there is a lot of information out there that is helpful when trying to figure out what steps you should take. Salesforce CRM provides two … Continue reading →

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Foundation for Success – Salesforce (con’t)

Posted on April 3, 2012 by Alex Flores

So now that we’ve found a solution for the Salesforce to QuickBooks issue, we now need to solve the integrating of the website, with the payment processor and Salesforce, luckily there are a ton of options which help with this … Continue reading →

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Foundation for Success – Salesforce

Posted on March 30, 2012 by Alex Flores

We are now ready to begin integrating QuickBooks with Sales Force. Intuit has partnered with Salesforce (http://quickbooks.intuit.com/salesforce/) and initially we planned to use this integration to replace their current CRM package. Unfortunately there are a few things which will prevent … Continue reading →

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A Foundation for Success – Bill.com

Posted on February 24, 2012 by Alex Flores

Bill.com is a great online bill management tool that integrates very well with QuickBooks. Our client is looking to begin using the two hand in hand and luckily the transition is fairly straight forward. About Bill.com: Bill.com provides you a … Continue reading →

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A Foundation for Success

Posted on February 8, 2012 by Alex Flores

Recently I began working on a project with a well known Charitable Foundation who was looking to take all their different processes and streamline them under one system. Although they were using QuickBooks for basic bookkeeping, they had other programs … Continue reading →

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