Microsoft Dynamics CRM                                  Salesforce

Microsoft Dynamics CRM

QuickBooks integration link with Dynamics CRM 4.0 released
There has always been a need to integrate CRM with accounting system to avoid duplicity as well as to improve productivity and efficiency by providing the sales people using CRM a view of the financial details of the customer. To satisfy these needs, Inogic has come up with a packaged link for QuickBooks and Dynamics CRM 4.0. This link features:

• Customer Synchronization: Accounts of Dynamics CRM and Customers of QuickBooks are completely synchronized. You can save an Account in Dynamics CRM and promote it to QuickBooks. Vice versa, you can synchronize customers from QuickBooks applications to view and edit it in Dynamics CRM. Any edit and update on the Dynamics CRM side reflects in QuickBooks in the real time.
• Invoices and Orders Viewing in Dynamics CRM: Complete view of a particular customers Invoice and Orders history from QuickBooks in Dynamics CRM within the Account form.
• Promote Orders from Dynamics CRM: This feature is extremely useful for Sales people to make Orders against opportunities in CRM and then promote it to Quick Books for further processing.
• Quick Customer Account Information: Various financial data like Credit Limit, Aging, and Terms from QuickBooks is available against the Dynamics CRM customer for viewing by sales people.

For more information on this link, please visit: http://www.inogic.com

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Salesforce

Spam and Web-to-Lead Forms
Stem the tide of Cialis, Viagra, Phentermine and Online Casino leads. This requires using Validation Rules (click "Setup" then "Customize" then "Validation Rules" (under "Leads")). Click New to create a new validation rule, and then enter in your rule. Here's ours:

AND(
ISPICKVAL( ourfieldname , "ourwebtoleadfieldvalue"),
OR(
CONTAINS( Description , "mortgage") ,
CONTAINS( Description , "diploma") ,
CONTAINS( Description , "auto loan"),
CONTAINS( Description , "viagra"),
CONTAINS( Description , "levitra"),
CONTAINS( Description , "cialis"),
CONTAINS( Description , "phentermine"),
CONTAINS( Description , "href"),
CONTAINS( Description , "[URL=")
))

Here's how it works: In a field that identifies the lead as created by Web to Lead ("ourfieldname" and "ourwebtoleadfieldvalue"), it looks for any of the text in the description fields that matches the strings in quotes. In addition to the popular pills, I threw in strings that don't get submitted in valid leads but are almost always included in spam submissions: hyperlinks (formatted in either HTML or in popular bulletin board markup, [URL=]). When a lead matches this rule, it effectively aborts the lead creation process and triggers an alert message to the default lead owner. The designated default owner can have a rule in Email that traps the alert message and throws it away.

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