Business Software for Microsoft Dynamics 365

UMAX offers a suite of contemporary, customizable solutions for Customer Information Systems (CIS), Customer Relationship Management (CRM), and Asset and Field Services Management, all tailored for utility companies and built on the robust Microsoft Dynamics 365 framework. Our offerings enhance everyday operations by leveraging automation and customizable workflows, all backed by meaningful analytics and data that can be acted upon. By implementing automated procedures, simplifying user interactions, and providing customer self-service options, organizations can achieve greater efficiency and significantly reduce service costs. Gain deeper insights into customer behavior through comprehensive omni-channel capabilities that enable proactive management of customer satisfaction. Optimize your business operations with our adaptable, highly configurable modular platform that effortlessly integrates with third-party systems. Harness the full potential of your utility data by utilizing the advanced features of the Microsoft platform, empowering your organization to thrive in a competitive landscape while simultaneously enhancing the customer experience.

Pendo is a product-experience platform that helps software product managers deliver products that users love. Pendo allows product teams to answer questions such as "What features are customers using?" What features are they overlooking? Which ones are driving delight, and which are causing pain or confusion? These same insights allow you to quickly set up in-app messages and guides, as well as walkthroughs, without needing any programming. This will help users get the most out of your products. Pendo allows you to quickly identify the features and workflows that cause users pain and pleasure. You can then use the platform to guide users through these rough spots and encourage them to adopt the features that make them raving fans.

Deep Identity allows you to protect your company with a full range of Deep Identity integration products and data governance products. Lightweight, flexible, and open architecture. Trusted Identity Audit & Compliance Manager is the industry's best solution. It provides a layered approach to identity governance and administration. Trusted identity manager (Trusted IM), the industry's lightest solution, provides a "layered approach" to identity administration. Privilege Management Manager (Trusted PIM), is the most practical and non-intrusive solution in the industry to address any privilege identity related problems in any organization. Data Governance Manager (TrustedDGM) offers complete automation for identity, data access governance, and lifecycle management. It integrates across modules and systems. Manage full-time contractors profile management, Access review and N Level approval workflow, Self Service and Bulk Provisioning etc

GrantVantage offers project managers a comprehensive overview of all aspects related to grants, contracts, sub-awards, goals, performance metrics, activities, and personnel assignments. With our interactive dashboards, you can access all financial and performance summary data conveniently in one location. We firmly believe that the GrantVantage solution will transform your approach to managing grants and contracts; if your organization does not experience significant value within 30 days of implementation, we will refund your user fees without any hassle! Right out of the box, GrantVantage equips grant and program managers with the tools necessary to monitor, manage, and execute grants, contracts, and projects involving multiple funders. Designed by experts in grant management, GrantVantage streamlines tedious administrative tasks and presents users with an intuitive workflow for gathering essential information. The system also standardizes the grant management procedure for quicker and easier user adoption while ensuring seamless integration with SharePoint and Outlook. With these features, GrantVantage not only simplifies grant management but also enhances collaborative efforts within teams.

AI-Powered Cloud Contact Center Solution. It powers innovative, personality-based routing. It also manages multichannel customer interactions in one conversation. Vocalcom is the world of digital engagement and artificial Intelligence (AI), where live agents are seamlessly integrated into the customer interaction flow. All customer interactions can be managed in one conversation. The new generation of cloud contact centre platform that integrates with existing systems and supports ALL channels. Vocalcom's intuitive user interface increases productivity and allows companies to weave all of their customer interactions across all channels into continuous conversation threads. This allows them to reduce customer effort while strengthening customer relationships with each interaction. Amazingly simple, adaptable, and powered by AI Keep the conversation going. All customer interactions, including chat, email, text message, phone, and social media, are available in one place.

Technology designed to enhance your top sales personnel's productivity can lead to 8-10 times more live conversations with qualified leads each day. By energizing your SDRs, this system ensures that they connect with potential clients on every call they make. Utilize our skilled representatives to achieve up to 1,200 calls and engage in 40-100 meaningful conversations daily! We handle the appointment-setting, allowing you to focus on closing deals. The ConnectAndSell solution merges cutting-edge technology with a personal touch, enabling swift conversations and a smooth transition to your discussions. The initial component of this system is our cloud-based software, which initiates the outbound calling process the moment you log in, allowing you to manage your contacts either from our platform or directly from your CRM system. ConnectAndSell integrates flawlessly with popular CRM systems like SalesForce and Microsoft Dynamics. While our technology manages the dialing, it's important to note that 97% of the contacts you attempt to reach will not answer on the first try, highlighting the need for persistence and follow-up in sales. However, with our innovative approach, you can significantly increase your chances of successful outreach and engagement.

The Intelligent Billing Platform – Gotransverse is a subscription-based and usage-based billing platform that's fully integrated for companies that require high volumes, sophisticated pricing and real time rating. Our SaaS subscription billing platform, Gotransverse, facilitates adoption and revenue growth for companies. It is designed for high volumes, sophisticated pricing, and rating. Integrate any data source to automate unlimited subscription billing software models at high volume. No matter how complex or large your volumes, you can take full advantage of usage-based, recurring, or one-time pricing. Flexible native cloud architecture with elastic scale for complex and enterprise billing platform requirements. This results in lower cost-to serve. Its configuration-based design increases agility and time-to-value for businesses. Our billing software experts are available to assist you at every stage. Our delivery assurance, implementation and customer success programs will help you find the right solution.

The seamless connection between ITRAK 365 and Dynamics 365 empowers users to harness the extensive capabilities and scalability offered by Microsoft. By utilizing Power BI dashboards, users gain comprehensive insights into real-time metrics accessible on a variety of devices. ITRAK 365 has demonstrated its ability to enhance organizational efficiencies by facilitating the standardization of Quality, Health, Safety, and Environment (QHSE) processes. For more than a decade, ITRAK 365 has supported businesses in becoming more proactive in managing their QHSE compliance and reporting. Among our clientele, we proudly serve a diverse range of industries, showcasing our adaptability and expertise in various sectors.

Take control of your entire content lifecycle with Sitecore Content Hub, which offers a comprehensive solution for managing every facet of your marketing content across various channels. This integrated platform provides a centralized location for all your digital assets, media, product information, and other content types. Maximize the power of personalization while effectively managing the content that drives it. Utilize advanced artificial intelligence (AI) and machine learning for efficient content tagging and classification. The system works seamlessly with Sitecore's CMS and commerce solutions, ensuring a smooth user experience. You can plan, schedule, and streamline your content production process through a well-structured methodology. Say goodbye to the hassle of searching through numerous systems to locate the materials you need. Instead, consolidate all your marketing resources within a digital asset management (DAM) solution that perfectly integrates with your CMS. While a robust content management system (CMS) is essential, Sitecore® Experience Platform™ (XP) elevates your capabilities further by incorporating customer data, analytics, and marketing automation tools. This allows you to guide customers along their journey with tailored content that meets their unique needs and preferences, enhancing their overall experience. With these powerful tools at your disposal, your marketing efforts will become more efficient and impactful than ever before.

Triblio's Account Based Marketing solution seamlessly combines both inbound and outbound marketing efforts alongside sales strategies to enhance revenue generation. The platform empowers our esteemed clients to execute focused advertising, tailor web experiences, and deploy sales triggers designed to attract demand from their key target accounts. With its ability to integrate with a diverse array of marketing, sales, and analytics tools, Triblio recognizes the critical need for coordinating multichannel campaigns effectively. Our proprietary intent data encompasses 175 million global profiles and 5 billion monthly interactions, enabling us to identify accounts that are currently seeking your products and services. Using an intuitive drag-and-drop editor, you can create and manage intricate multi-channel, multi-stage ABM campaigns that guide prospects from initial interest all the way to successful closing. In addition, users can effortlessly construct multi-step, multi-channel ABM campaigns that automatically support buyers throughout the entire purchasing journey, ensuring a smooth and engaging experience. This comprehensive approach not only enhances client engagement but also significantly boosts the likelihood of conversion at every stage of the sales process.

We have added the highly-coveted "Pay Now” button to emailed invoices. This allows your customers to pay online via Credit Card and ACH. A/R will automatically be updated when payment is received. This automation and simplification has saved us on average 3-5 minutes per transaction. This means that if you do 6 transactions per month, you can save 8 hours! We spoke with customers and found that many were spending more time manually entering credit card and ACH payment information into their software. They also experienced less-than-desired customer support and finger-pointing from credit card companies. To solve these problems, we created integrated processing within our software and became our own merchant processor. Print Reach Pay customers typically save 3-5 minutes per credit-card transaction thanks to its simplification and automation.

Gain a comprehensive understanding of your clientele and harness the capabilities of sandsiv+ throughout your company. Simplify your operations with a holistic solution that empowers every department to gather customer insights from any location at any time, fostering in-depth, real-time analytics that drive innovation within your business practices. By integrating customer feedback with operational enhancements, unify all your data to produce insightful analyses and predictions that will inform your strategic development. Centralize all customer information in one platform for a thorough perspective on feedback, encompassing surveys, social media interactions, blog discussions, contact center communications, emails, and reviews. Uncover valuable insights and ensure accessibility for all staff by equipping them with tools for predictive and prescriptive analytics. Effectively manage your data to derive insights and implement a responsive system, fostering an internal feedback loop strategy while instigating systemic transformations. Ultimately, this approach will enable your organization to adapt and thrive in changing market conditions.

Neglecting to properly handle compliance and obligations can lead to various repercussions for companies, some of which may extend beyond financial losses. It is essential to take a proactive approach in monitoring and managing commitments while ensuring adherence to all internal and external audit requirements. Businesses should provide a consolidated view of all activities related to regulatory compliance across different departments. Maintaining an accurate and current inventory of all commitments to stakeholders, along with the relevant activities tied to these promises, is crucial. Regularly keep both internal and external stakeholders updated and informed, allowing them to access necessary information through self-service portals on the extranet. Additionally, synchronize business processes and compliance documentation using a cohesive records management system. To facilitate this, Navantis has developed a robust framework utilizing Microsoft Dynamics CRM to effectively manage and track interactions with key stakeholders, whether at the individual, community, or project level, enhancing overall engagement and accountability. This comprehensive approach not only fosters transparency but also strengthens trust among all parties involved.

eRSP™ stands as the premier cloud-based software for home care management, offering an array of features such as client administration, scheduling, financial billing, and payroll that can be easily customized for various care types, including companion care, special needs, assisted living, and skilled care services. Since its introduction in 2002, eRSP™ has established itself as the first cloud-based solution tailored for the private duty home care sector. Having evolved alongside the home care industry, eRSP™ combines innovative functionalities with extensive expertise in service delivery. It serves as an ideal platform for agencies that operate in both private duty and skilled nursing care environments. Additionally, the eRSP™ Medicaid/Insurance suite allows agencies to streamline their operations by integrating business processes into one cohesive solution. We are dedicated to collaborating with the Supported Living Community to develop a tailored eRSP™ offering for organizations that assist individuals with developmental disabilities in achieving supported and independent living. Furthermore, our commitment to customization ensures that each agency can meet the unique needs of their clients effectively.

Are you seeking effective strategies to manage expenses, enhance efficiency, and refine your business operations? IMPulse offers a holistic integration of your manufacturing workflows, encompassing everything from product catalogs and customer personalization to sales, production planning, and order management, as well as billing, rework, and inventory management. Furthermore, it covers financial aspects like accounts, payroll, budgets, and costing, providing a clear perspective on vital components of your manufacturing processes. By leveraging a solution that amalgamates data systems with shop floor activities, you can establish a unified and detailed as-built record. Tailored to industry-specific requirements, our system effectively coordinates production units, floor and machine scheduling, workforce involvement, advance billing, and waste and repair oversight. Regardless of your business scale, our inventory and procurement management solution is designed to enhance the resilience and adaptability of your supply chain network. With IMPulse, you can confidently navigate the complexities of modern manufacturing.

EQ Outreach stands as a reputable platform for digital and global case management. This platform is Toplevel’s secure software product, built on a Commercial Off-the-Shelf (COTS) model. As a certified solution compatible with Microsoft platforms, it offers strong and dependable digital and case management services on a worldwide scale. Outreach facilitates a variety of “channel shift” digital services that adhere to the UK Government's Digital by Default Service Standards and HMG’s Security Policy Framework. The system enhances digital interactions among customers, organizations, citizens, and businesses, ensuring that its technology views all users as collaborative partners rather than mere participants in a process. Consequently, Outreach is engineered to empower all involved parties to effectively collaborate and accomplish tasks across different organizational boundaries, fostering a seamless workflow. This innovative approach ultimately reinforces the platform's commitment to enhancing user experience and operational efficiency.

Iqxora enables businesses to swiftly create and implement applications that enhance customer satisfaction, operational efficiency, and regulatory adherence. In an era characterized by digital upheavals, it is essential for leaders to continuously adapt in order to thrive in a complex and dynamic business environment. Achieving success in this digital landscape requires innovative thinking along with the appropriate digital resources to translate those ideas into actionable results. Iqxora transforms the landscape of Application Development within organizations! With Iqxora, applications can be developed and launched in mere hours or days, rather than the traditional weeks or months! This platform serves as a comprehensive solution for rapid application creation, collaborative content management, and streamlining business processes. Embrace the future of application development and watch your business flourish like never before!

MonsterConnect enhances lead generation for B2B sales teams by providing a steady flow of live phone interactions with key decision-makers. By combining rapid dialing and sophisticated routing technology with an effective outbound prospecting service, the platform enables users to achieve a week's worth of prospecting in just one hour, resulting in 40 times better outcomes. The community of dialing agents, who are accent-neutral and fluent in English, are sourced from the United States and surrounding areas. They are capable of making 150-200 calls and engaging in 8-12 conversations with decision-makers each hour, expertly managing phone trees and reducing call transfer delays to ensure a flawless experience. This impressive efficiency significantly boosts the productivity of sales organizations, allowing them to focus on closing deals rather than spending time on initial outreach. With MonsterConnect, businesses can rely on a powerful solution to maximize their prospecting efforts while ensuring high-quality interactions.

Silver Bullet Technologies provides logistics software for large volume, enterprise logistics service providers. Any of our modules can be integrated by clients, including 3PL warehouses, yards, trucking and project forwarding, transload, import, export, and yard. You can license 1 module today and expand tomorrow. Modules can be seamlessly integrated into 1 database with any Tier 1 ERP. Modules are intuitive and highly customizable. They also offer rich functionality that is supported by exceptional customer service.

k-eCommerce harnesses and transforms the business data contained in your Microsoft Dynamics or SAP Business One systems to create the essential components of a modern, scalable, and automated online store that offers comprehensive self-service options accessible globally. As a pioneer in providing innovative and integrated e-commerce solutions tailored for Microsoft Dynamics and SAP Business One, k-eCommerce supports a diverse range of industries including manufacturing, wholesale, and retail, empowering businesses worldwide. With our robust PCI-certified cloud infrastructure, we efficiently handle billions of dollars in transactions annually, ensuring reliability and security for all users. Elevate your business to new heights by adopting a state-of-the-art integrated e-commerce solution that caters to both B2B and B2C markets seamlessly. Our commitment to innovation ensures that you stay ahead in the competitive e-commerce landscape while meeting the evolving needs of your customers.

Fedelta's Point of Sale system is a robust and comprehensive tool designed to elevate your business operations significantly. With the ability to oversee and control your business activities from any location and at any time, it offers unparalleled convenience. You can reward your loyal customers while seamlessly tracking their transactions and expenditures. By allowing your customers to place orders online, you can save valuable time and boost sales. The system also facilitates stock management, ordering, and transfers, all through an integrated solution. Tailor your dashboards to your preferences and gain instant access to detailed, real-time business insights. While it is cloud-enabled, it does not rely solely on cloud infrastructure. Its enterprise-level functionality supports scaling from a single outlet to thousands of locations effortlessly. Additionally, Multi-Tiered Database Redundancy ensures uninterrupted trading capabilities. This system is designed for optimal management of multiple outlets, guaranteeing that our solutions are effective for your business's unique needs. Our Multi-Tier Redundancy feature means you won't have to depend entirely on internet access. This proven solution is trusted by large publicly traded companies and industry leaders alike, and we offer the best Service Level Agreement with guaranteed resolution times for your peace of mind. Moreover, with our system, your business can confidently navigate the competitive landscape while maintaining exceptional service delivery.

Shift4's complete end-to-end solution for payment processing includes everything you need in order to process secure payments at a low total cost. Our solution integrates seamlessly into existing POS and PMS software, and includes PCI-validated P2PE. Advanced tokenization, EMV devices, business insight, and more.

eoStar is a complete software solution for direct store delivery distributors. It includes route accounting, warehouse management and voice picking. Forecasting and mobile sales capabilities are also available.

Enhance your operational efficiency with service management software designed to provide a competitive edge. Equip your team with essential tools that enable them to work productively from any location and device, fostering a more competitive environment. With a wealth of advanced features and smart data insights, you can distinguish yourself in the marketplace. Cut down on expenses by eliminating the need for expensive hardware installations and outdated software maintenance. Accelerate task completion, increase productivity, and minimize unnecessary administrative burdens and paperwork. Enjoy the flexibility of a scalable, all-in-one cloud solution that adapts and grows alongside your business. By utilizing this powerful software, you can ensure your business remains at the forefront of the industry, fostering seamless connections between your engineers, administrative staff, and clients. This comprehensive approach not only streamlines operations but also positions your company for long-term success and innovation.

The Centaur Travel Business Management System (TBMS) is crafted to address the daily operational needs of tour operators who provide a variety of travel options, including packaged tours, flexible itineraries, group trips, cruises, fly-drive services, and tailor-made packages. It is capable of handling the most rigorous demands in sales, marketing, call center operations, reservations, accounting, customer support, and back-office procedures, making it suitable for tour operators of any scale. With Centaur TBMS, businesses can effectively oversee customer interactions, enhancing both profitability and retention throughout the entire sales and service process. Additionally, the system's modules can seamlessly integrate with both existing and third-party systems, such as CRS and payment processors, allowing operators to implement the system in a cost-efficient manner while maximizing their current IT resources. Furthermore, all components of the platform can be accessed via any web browser, offering convenience and flexibility to users. This accessibility ensures that tour operators can manage their operations from virtually anywhere, adapting to the fast-paced nature of the travel industry.