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Cloud Workflow - iPaaS
Was ist Cloud Workflow - iPaaS?
Integration für die Verbindung von On-Demand- und On-Premise-Anwendungen wie CRM, Buchhaltung und Gesundheitswesen. DBSync bietet auch ein vollständiges Angebot an Diensten wie Integration, CRM ähnlich wie Salesforce.com und Buchhaltung wie QuickBooks, Intacct zusammen mit einer Integrationsproduktsuite.
Wer verwendet Cloud Workflow - iPaaS?
KMU und Unternehmen
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Cloud Workflow - iPaaS
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Bewertungen über Cloud Workflow - iPaaS
Great experience! Great product even better customer support!
Kommentare: I would highly recommend looking at them as an option, it has saved us hours and hours of manual work simply invoicing our clients!
Vorteile:
The DBSync software has saved our company and our department hours and hours of work every week. Our streamlined process allows invoices to be automatically created in our MSFT CRM and seamlessly flow into our QBooks! We just upgraded to QB Enterprise 2020 (but we have used DBSync for years with QB PRO 2017) and [SENSITIVE CONTENT HIDDEN] in customer support was professional. He communicated well and made the upgrade quick and easy! Great work.
Nachteile:
It takes a couple times to understand “validating” the connection but that is probably more of “user error” as I don’t normally work in an IT or IS environment.
DBSync for Salesforce to Onpremise data syncing
Kommentare: Good support when things didn't work, and provided fix, workaround quickly.
Vorteile:
Responsive level of support from Tech account manager and engineering, Relatively easier to set up to get data syncing up and running
Nachteile:
Lack of Meta data backup, Multithreading
Warning! DBSync Overwrites your CRM Structure
Kommentare: This product installs an UNMANAGED solution using the legacy "Information" forms for Accounts and Contacts. This means that, if you have had CRM for several years and use the Information forms, all of your customizations will be overwritten (even with the Trial). If/when you remove the product, their customizations are not removed and you do not get your customizations back, so be absolutely certain that you have backed up your CRM customizations and tested reimporting them before you install this product.
Nachteile:
What I like least is that the software installs an unmanaged CRM solution, overwrites existing customizations, and is not reversible. Installation and configuration are apparently also difficult (their support spent several hours trying to install/configure and didn't get it working.)
Antwort von DBSync
vor 9 Jahren
Susan, Thank you for the review and raising this. We have many MSCRM Customers and ALL prefer the unmanaged package. It gives the most flexibility to configure both MSCRM and DBSync, which is what you want. DBSync is an ETL Tool, you can configure it as you want. It facilitates data transfer but the end user needs to make sure there are no data issues as we do not manage / monitor the systems that you integrate. All our specs are online. As with any integration you should first test before installing into production. That is normal process when installing any addons with MSCRM (or any software). Which is why we give you Trail instance to test it out before you buy it. Our template uses few custom fields to manage integration all others are standard MSCRM fields as required by QuickBooks integration. Hope this clarifies some of your questions. I do understand that your experience was not the best, we will certainly look into how we can improve. Thanks Rajeev Gupta
Makes Our Workflow More Efficient
Kommentare: Excellent!
Vorteile:
I love the time it saves me! If I had to manually add all the Data between SalesForce and Quickbooks each time we made a sale it would take me forever. This software has made my job so much more efficient since we have been using it.
Nachteile:
The only downfall which may not even be a downfall as I haven't looked into it much is the amount of time it takes to sync. My supervisor has always said it takes 10 minutes. Somedays when I have a sale come in minutes before UPS comes to pickup our shipments 10 minutes is too long to wait for everything to sync. Those are the only times I manually enter things just because I have to start with the invoice so that I can get it printed from Quickbooks and get the order out right away. Then it is a pain to go back into Salesforce and manually enter it all. Much more efficient to have this software!
DBSync works and pricing is reasonable
Kommentare: The product works. But to get it to work properly took way longer than I expected.
Vorteile:
DBSync allows users to automate data imports, gives them some level of control over data mapping and the frequency of data imports.
Nachteile:
DBSync created custom fields in Salesforce's Accounts entity and, at least initially, ignored the Contacts entity completely. However, after communicating the problem with DBSync's account manager, their developers were able to fix the problem incorporating the Contacts entity into the import.
