CRM Add-Ons

 

The CRM Customer and Partner portals can be extended by Atrio using the Adxstudio xRM Portal. The xRM portal includes:

• Content tagging
• Alerts
• Discussion forum management
• Content Search
• Page ratings and comments
• Download tracking
• Surveys
• Polls
• TIme as task tracking
• Membership application and registration
• E-Commerce - products, catalogue and cart
• Recurring events
• Conference packaging
• Registration discount options
• Travel and Hospitality options
• Multi-event conferences
• Add to Outlook calendar
• Session schedule creation
• Sponsors entity
• Enhanced web content management including state-based publishing, content life-cycle management, content security, multi-lingual publishing, multi-regional publishing.
  

ExactTarget enhance the capabilities of Dynamics CRM E-mail capabilities. With ExactTarget for Microsoft Dynamics CRM enhancements marketers can:

• Automate email marketing communications based on time, events or actions
• Use pre-configured templates for marketing automation scenarios, including but not limited to:
  • Webinar Notifications
  • Continuation Programs
  • Sales Confirmations and Follow-ups
  • Birthday Emails
• Send ExactTarget emails to individual accounts, leads and contacts
• Send ExactTarget emails to campaigns, campaign activities and marketing lists
• Push individual and aggregate tracking results to Microsoft Dynamics CRM
• Access ExactTarget functionality and resources directly from Microsoft Dynamics CRM
  

 

 

ClickDimensions is a software-as-a-service Marketing Automation solution that adds E-mail Marketing, Web Tracking, Lead Scoring, Campaign Tracking and Form Capture functionality to Microsoft Dynamics CRM.

Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture, Surveys, Landing Pages, Nurture Marketing, Subscription Management, Campaign Tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions

 

Scribe makes it extremely easy for you to integrate to and migrate from virtually any business application with Microsoft Dynamics CRM by providing a full set of essential building blocks - with no need for you to write a single line of code. The Scribe Adapter for Microsoft Dynamics CRM supports seamless portability between all deployment options available with Microsoft Dynamics CRM 2011; customer deployed, Atrio hosted, or CRM Online.

Scribe Insight supports integration to:

• Microsoft Dynamics GP
• Microsoft Dynamics SL
• Microsoft Dynamics NAV
• Other ERP applications
• Integration with web sites
• Migration from ACT!
• Migration from Goldmine
• Migration from Salesforce.com
• Updates from the Update from Do Not Call Registry

Contact us for a 30 day trial

Scribe Software Corporation provides cost-effective, no-coding data integration solutions for Microsoft Dynamics and other business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.

 

Atrio consultants are Scribe certified and we have one Scribe MVP.

 

The Experlogix Configurator is a powerful enterprise application that gives you the tools you need to create quotes, proposals, orders and bill-of-materials quickly and accurately, regardless of complexity.

Experlogix adapts to the needs of manufacturers by creating accurate product configurations while generating a minimal number of bills of material. Experlogix combines with ERP systems to form a dynamic engineering and product management system, automating multi-level BOMs, costing and routing information, calculating set-up and run times while dramatically cutting manufacturing lead times.

The Experlogix Web Configurator is ideal for use within customer and partner portals, providing unassisted quote and order automation. Employees, channel partners and customers can leverage Experlogix via a customer portal or e-commerce system, with configured quotes and orders flowing to CRM or a back-office ERP system.

Experlogix allows you to:

• Eliminate costly order entry errors and delays
• Give instant feedback during quote/order process via real time guided selling, coaching and rules validation
• Dramatically reduce quote-to-order generation time
• Offer up-sell and cross-sell capabilities
• Build complete product suite pricing
• Provide standard and configured products on a single quote/order
• Cut manufacturing lead times
• Design unlimited hierarchical product tiers
• Reduce cost of sales – increase win rates
• Create bill-of-materials and routings
• Easily navigate large product catalogs
• Add pictures and helpful suggestions for each defined feature or option
• Provide better control over pricing accuracy
• Calculate shipping
• Provide real-time sales tax figures
• Determine gross profit amounts and percentages
• View summarized calculations of user defined values such as product cost, profit margins or configured product weight
• Calculate currency conversions
• Structure quantity breaks
• Automate product bundles and kitting

It even works off-line, so your traveling reps are never at a disadvantage.

 

MobileAccess extends virtually all of the core Sales and Service capabilities of Dynamics CRM to enterprise smart devices – enabling field staff to accomplish their primary CRM related functions, anywhere, anytime. MobileAccess is available on-premise or software as a service. MobileAccess is available for Windows Mobile, Blackberry, and Apple mobile devices.

Multi-windowed application: This patented approach means mobile professionals can open as many CRM screens as needed for use at one time. They can open an Account screen, a Contact, and also review an Opportunity. All the screens remain open for quick back-and-forth multi-tasking. This allows users to start typing a note in an Activity, and part way through reference an Opportunity, or perhaps leave MobileAccess and review an email, or even receive a customer call. When users come back to MobileAccess, even if hours later, the partly completed Activity note and all the screens are just as they were left. Users can close one or all the screens at once.

Persistent, Smartclient Application: MobileAccess is a persistent smartclient that specifically addresses the common shortcoming of mobility options. MobileAccess is always available for users, regardless of connectivity. It allows users to have offline (locally cached) data on their smartphones for instant record access. Users are not dependent on the availability or quality of wireless signals. Virtually all the functionality in CRM is inherent in the client – providing a consistent workstation and offline mobile experience. System administrators can apply criteria to determine which records are pushed to smartphones, based on their organizational objectives. Common criteria include my accounts, my contacts, and my opportunities.

Seamless Always-Available Application and Data Access. Although smartphone users often have a wireless signal, there are significant advantages to having an always-available application and “local data” as opposed to only accessing records over the air, in an “online” manner. MobileAccess provides a unique, always-available application and data access which enables users to access the entire CRM database (as security permits) when there is a wireless signal, and to also access their frequently required local data from their smartphone whether or not there is a wireless signal. The always-available application and records (data access) with MobileAccess enables much faster record access, enhanced usability and superior user productivity when compared to “online-only products”.

Fully Automated Record Synchronization and Management: MobileAccess includes a fully automated record synchronization and management service – keeping each user’s records constantly up-to-date by pushing updates to and from their smartphone. Each user’s records may be automatically pushed to their smartphone. Any changes a user makes to their records are cached on the device when there is no wireless signal, and then automatically synchronized back to the CRM server when the wireless signal is re-established. If a record is added or updated on the CRM server, such as a new lead, it is automatically pushed or updated on the appropriate smartphone. This ensures that mobile users always have access to all the latest information, and ensures management has access to the latest records and reports from CRM, while their mobile workforce is still in the field.

Form Rules for Client-side Logic: The implementation of client-side form logic on smartphones is a highly desirable capability–but presents unique challenges. There are numerous business benefits to using form logic, the most common being: improved data entry time, data consistency and quality. Some devices don’t support JavaScript and those that do, struggle to perform these complex procedural tasks which were never designed for limited device processors. MobileAccess overcomes these challenges and enables custom client-side form logic through the use of declarative Meta Rules.

 

PowerSearch for MS CRM 2011

• Search across any entities, including custom entities, and multiple fields with a single click.
• Sub-filter the results quickly on any presented result field.
• Users can define advanced views, user views, saved views or entities as their favorites allowing users to quickly access their personalized views.
• Open records found by a previous search directly from the result page.
• Search on specific fields.

Telephone Integration for MS CRM 2011

• Visualization: The Call Box contains details of the call (duration, direction) and the caller (name, location) information.
• Search: Search CRM records (accounts, contacts, users, etc.) and the call history.
• Context-menu: Open regarding CRM-records, create new entity or activity records.
• Call Log: The call log keeps detailed history of your calls. This permits users to analyze call times and quickly call back by selecting any previous phone call. Additionally, the history search allows users to create contacts, accounts, and phone call activities.
  

DocumentsCorePack for Microsoft Dynamics CRM 2011 

• WordMailMerge: Enables creation of Word documents with data from CRM. It works with custom entities as well as with standard CRM entities. DocumentsCorePack permits you to create quotes, invoices including data from related records (e.g. other contacts, accounts, products etc.)
• Activity Creation: Create Letter/E-mail/or Fax activities and store in the regarding CRM record.
• Send as PDF: Created documents can be sent to customers as PDF files.
• Document Management: Store CRM documents in SharePoint and access them directly from the related entity (e.g. contacts, quotes, orders, etc.)