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Cloud Workflow - iPaaS
Description de Cloud Workflow - iPaaS
Intégration pour la connexion d'applications à la demande et sur site, telles que des applications de gestion de la relation client (CRM), de comptabilité et pour les soins de santé. DBSync propose également une offre complète de services, tels que l'intégration, la gestion de la relation client (CRM) (comme Salesforce.com) et la comptabilité (comme QuickBooks, Intacct), ainsi que sa suite de produits d'intégration.
Qui utilise Cloud Workflow - iPaaS ?
Les PME et les grandes entreprises.
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Avis sur Cloud Workflow - iPaaS
Great experience! Great product even better customer support!
Commentaires : I would highly recommend looking at them as an option, it has saved us hours and hours of manual work simply invoicing our clients!
Avantages :
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.
Inconvénients :
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.
Makes Our Workflow More Efficient
Commentaires : Excellent!
Avantages :
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.
Inconvénients :
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!
Warning! DBSync Overwrites your CRM Structure
Commentaires : 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.
Inconvénients :
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.)
Réponse de l'équipe de DBSync
il y a 8 ans
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
Good integration tool
Commentaires :
Allows business to integrate with various platforms. Data mapping is east and flexble. Best Support Team from DBSync. Helped to Integrate On Premise and On demand applications.
Ease of troubleshooting an issue with a process.
Avantages :
Easy of Use, Inbuilt Connectors, Performance, Help Documentation, Drag and Drop Canvas.
Inconvénients :
Functionality enrichment needed in certain shapes that will be useful. Error handling could be improved. The documentation need to be updated regularly which helps user to understand more about the new features with the product.
Great Support
Commentaires : I have been a customer for many years and have never had an issue getting the support we need as we have grown and our needs have changed.
Avantages :
It is easy for me to update our mappings if we need a basic change. Also tech support is very responsive if I need a customization that is outside of my skill level.
Inconvénients :
Identifying errors in a sync job can be difficult. In our version, there is not an easy way to pinpoint which record is causing a problem.
