FinanceGPT Webinar, How-to Integration Guide, Venn's "Interim CEO" & more
Venn Technology
We're experts at integrating finance apps to anything with an API. We're also pro at customizing all things Salesforce.
Howdy, y’all! It’s the one and only Bj?rn Koding, Venn’s champion yeti. Scott ’s out for the month of June to relax and spend time with his family!
When he left the other day, I was like, “Who’s going to be the big man on campus while he’s out?!” I just knew I’d have to take one for the team and step up to the plate. In case you missed it, here’s a video message from Scott about why he’s taking a sabbatical.
Before Scott went out, he moderated a webinar between C-suite executives to discuss how AI is shaking things up for finance and accounting professionals. The webinar came hot of the heels of Sage Partner Summit in Las Vegas where our team learned all about Sage's product vision, partner enablement strategy, and more.?
Hey, speaking of partners! Just wanted to let you know—Scott agrees on this—if you ever find yourself in the Dallas-Fort Worth area and need a place to work, our home is your home. We’ve got open office spaces and plenty of accommodations for you, so don't be shy.
?? Stay cool my friends,
TL;DR:
Venn's Automation Vacation Giveaway
Last week, we announced the winner of our $250 Automation Vacation sweepstakes. From a random selection of some amazing submissions, we're excited to announce the winner, Scott Burdsall from RKL eSolutions LLC !
Thank you again to everyone who shared their favorite way to vacation with us. We hope your next big adventure is just as cool as you!
Venn's Sage Partner Summit Experience
We’ve had our time to unwind from our busy week at Sage Partner Summit in Vegas! The summit provided valuable insights into the company's strategy, product vision, and technological advancements, including—you guessed it
—AI.
If you couldn’t make it this year, we put together a recap highlighting key moments during the event. Check it out:
A how-to for evaluating your organization's unique processes and technology
How many apps and tools does your organization use today? Do any of those applications have overlapping functionality? In this guide, we share why it’s important for teams to evaluate three components of their organization before integrating and automating processes between systems. Plus, we provide a worksheet for you to begin prepping for your next technology project like the experts—download a copy today.
领英推荐
AI ?? Finance
In case you missed it, our founder & CEO, Scott Hollrah , hosted a webinar with a star-studded panel to explore the rise of artificial intelligence and how it’s affecting finance professionals. Joined by AI enthusiasts and finance executives, the discussion delved into different perspectives on the topic, including opportunities, threats, use cases, and recommendations for CFOs considering adopting an AI strategy. Watch the full webinar on-demand now:
Venn's process for implementing CRM
With the amount of data that goes into a CRM, implementing Salesforce or HubSpot is no joke. According to a study from CIO magazine, around 30% of CRM implementation projects fail, with most of them misfiring from organizations taking a DIY approach. In this blog, we share our tried and true process for implementing a new CRM and why it’s important to collaborate with a subject matter expert:
A look into the day-in-the-life of an Integration Consultant at Venn
If you are Kylie, your day is full of taking new challenges head-on, building integrations, and collaborating with clients to provide the best possible solutions. Visit our blog to learn more about a day in the life of an Integration Consultant at Venn:
This nonprofit uses a three-way integration to process memberships, renewals, and donations in real time
To support the launch of a subscription-based membership model—the Oklahoma State University Alumni Association replaced its legacy Quickbooks platform with Sage Intacct. Shortly after, it deployed a new donation platform, Custom Donations, to offer more flexibility in pricing for its members. Upon connecting Stripe, Sage Intacct, and the donation platform, the team can now close the books quicker and extend transaction information faster to members.
Have questions? Drop us a line at?[email protected]?or book a meeting with us at?www.venntechnology.com.
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