Business Software for Microsoft Dynamics 365

Event management software that is user-friendly, aesthetically pleasing, and secure is essential, and Eventogy equips organizers with all the tools needed to oversee their entire event schedule from a single platform. Whether coordinating large conferences with thousands of attendees or facilitating intimate virtual networking gatherings, Eventogy ensures comprehensive support for all event types. As hybrid and virtual events gain popularity, delivering an engaging online experience has become increasingly challenging in a rapidly evolving market. Inventory Virtual distinguishes itself by consolidating all your preferred virtual tools into one cohesive platform, enabling the creation of a consistent and captivating user experience. Event managers turn to Eventogy to develop feature-rich delegate event applications that serve as a centralized hub for information, boost participant engagement through live polls and Q&A sessions, and facilitate interactive surveys after the event concludes. Additionally, timely notifications help keep delegates engaged throughout the experience, ensuring that every aspect of the event is optimized for success. By leveraging these capabilities, Eventogy empowers organizers to create memorable and impactful events.

Introducing the CCH® SureTax® Platform, your solution for fulfilling sales tax requirements with both precision and efficiency. By utilizing the CCH SureTax platform, you can rest assured that you are well-equipped to handle the complexities of sales tax. Recognizing that businesses are unique, CCH SureTax from Wolters Kluwer is designed to cater specifically to the diverse needs of your enterprise. This platform offers reliable tax content, comprehensive solutions, and expert guidance all in one place, ensuring a smooth workflow that enhances productivity. With complete automation for sales and use tax, you can boost efficiency significantly. The seamless transfer of data between various modules on the platform eliminates the need for manual entry. Additionally, the automation feature allows for a "set-it-and-forget-it" approach to tax processes. Utilizing cloud deployment, you can enjoy hassle-free maintenance. The platform also provides robust tax research capabilities and functionalities that support complex calculations. Built with a strong focus on audit defense, CCH SureTax is designed to help lower your overall compliance costs while meeting your business's specific needs. Whether you are a small business or a large corporation, CCH SureTax adapts to your requirements effectively.

bMobile Route, a distribution tool that allows businesses to manage sales and deliveries through demand forecasting, route optimization, and more. It allows users to create invoices, receive payment via cash, cheque, or credit card methods, and keep customer records in one central location. bMobile Route allows businesses the ability to track inventory, shipments, and sales orders via regular audits. Customers can use the eCommerce portal to place orders quickly and process payments, facilitating fulfillment processes. Businesses can also track and manage their fleets and field service agents from different locations with various navigation tools. bMobile Route can integrate with many third-party ERP systems and accounting systems, including NetSuite, Sage, NetSuite and Microsoft Dynamics. Pricing information is available upon request. Support is also available via email, phone, and other online methods.

Aptean stands out as a premier provider of specialized software tailored for various industries, enabling manufacturers and distributors to efficiently manage and expand their operations. Offering both cloud-based and on-premise solutions, Aptean equips businesses of any scale with the tools, services, and unparalleled expertise necessary to be Ready for What’s Next, Now®. The company is based in Alpharetta, Georgia, and maintains a global presence with offices across North America, Europe, and Asia-Pacific. Among its offerings, the Aptean Food & Beverage ERP delivers a comprehensive solution tailored to address the unique challenges faced by food and beverage processors, manufacturers, and distributors, ensuring they can navigate their industry effectively and thrive. This specialized ERP system is crafted to streamline operations and enhance overall efficiency, making it an essential resource for those in the food and beverage sector.

Crafting Customer Journeys Through Meaningful Conversations. Delivering compelling experiences that align with your customers' needs. Favored by developers and designed for enterprises. Vonage Communications APIs (previously known as Nexmo) empowers emerging startups and nimble organizations to elevate customer interactions and achieve significant business results at scale. With our user-friendly APIs, comprehensive global platform, and dedicated support, you can simplify communication complexities and drive innovation at a quicker pace. Rethink voice communication to transform how your customers engage with your brand. Each message can become a pivotal moment for both your customers and your organization. Advance security and privacy measures while providing smooth login experiences. Develop contemporary, high-quality voice applications hosted in the cloud. Effortlessly send and receive SMS messages in nearly every nation worldwide. Access real-time insights on any phone number across the globe. Initiate and receive calls using your current VoIP system, all from the cloud, ensuring flexibility and efficiency. This holistic approach not only enhances user engagement but also fosters long-term relationships with your audience.

We empower exceptional Go-to-Market teams™ to revolutionize the way your organization drives revenue. Terminus is designed specifically for sales and marketing teams that prioritize revenue generation over mere lead acquisition. At the heart of Terminus lies our Data Studio, which enables you to easily identify and rank the most suitable targets using firmographic, intent, engagement, psychographic, and relationship insights. With Terminus, you can craft tailored messages for the appropriate audiences, regardless of their location. Create synchronized experiences across various platforms, including display and social media advertising, chat, email, and web personalization. By effortlessly integrating all of your account data, Terminus ensures that your go-to-market teams remain in sync from the initial contact through to renewal and expansion. It automatically notifies sales teams of significant engagements, centralizes account details, and enhances pipeline forecasting, thereby speeding up the opportunity for growth. As a result, your organization can achieve a more streamlined and efficient approach to revenue generation.

If you need to find a professional in your organization who holds a bar license in New York, is fluent in Italian, and specializes in intellectual property within the automotive sector, simply input the desired qualifications into the customizable search options, and let The Firm Directory’s advanced Experience Finder take care of the rest. With the People Pivot feature, you can quickly assemble pitch teams for proposals by entering details like education, bar admissions, judicial clerkships, or other relevant criteria to generate lists of individuals who share similar qualifications. Additionally, you can effortlessly browse through their profiles while maintaining your search parameters and results. The Research Directory component further enhances The Firm Directory by enabling law firms to create profiles for virtually any aspect of their operations. This allows for a deeper insight into key elements of your business, encompassing cases, matters, practices, clients, alumni, and other essential resources, ensuring that you have a comprehensive understanding of your firm's landscape. Ultimately, these tools streamline the process of finding and organizing legal expertise tailored to your specific needs.

Serenic Navigator for NGO. Solutions Serenic Navigator International Non-Governmental Organizations (NGO). It can be difficult to manage an NGO with global programs. There are many funding sources available. Budgeting and reporting requirements can be complex. Your funders will be more confident if you use funds effectively, are accurate, timely, transparent, and transparent. Serenic Navigator is a cloud ERP solution that's specifically designed for international non-governmental organizations. Serenic Navigator Public Sector. Solutions Serenic Navigator for Public SectorStewardship is essential for maintaining the trust of your constituents. It must be accurate, timely, and transparent. Serenic Navigator for Public Sector, a cloud ERP solution, is designed specifically for the public sector, including municipalities, local governments, public utilities, and other public entities.

Facilitate self-service and personalized content at key points along the customer journey. Transform technical content that you already have into a great self-service experience. Customers need personalized, relevant, and easy-to find answers in your documentation portal, community or support site. Remote workers can benefit from real-time guidance that analyses each case and recommends relevant technical content. Enhance your product's value and customer experience by understanding where friction is occurring and how customers interact with your content. Zoomin seamlessly integrates with many of the most popular platforms and tools, providing a scalable solution that provides your customers with the answers they need, without requiring you to change your workflow.

Cygneto Field Sales offers a robust solution tailored for businesses of all sizes with a field workforce. This platform equips field sales representatives with the capability to log orders in real-time, which significantly boosts the decision-making power of management. Sales personnel can directly input orders into the application, allowing managers to monitor these transactions through a comprehensive web dashboard. At the close of each day, stockists and distributors receive a concise email summarizing the orders submitted by retailers. Moreover, managers can oversee their team's activities by obtaining real-time updates on order placements and visits conducted by sales executives. The application also features location tracking to verify whether an executive has completed any retailer orders. Furthermore, the system generates detailed reports based on individual users and product categories, while the sales team can conduct surveys, file complaints, and create various tailored reports to meet their needs. This versatility ensures that the sales team can operate more efficiently and effectively in the field.

COREFIN Insurance & Broker offers a tailored management solution built on Microsoft Dynamics 365, allowing insurance companies and brokers to oversee their entire operations while obtaining a comprehensive view of their customers. This innovative platform merges flexibility and scalability with an intuitive interface, empowering businesses in the insurance industry to organize their operations effectively and evaluate their performance metrics. It is designed for maximum control, enabling users to set up new products and services while managing the system independently, without relying on IT support. Additionally, it allows for the definition of business processes and procedures in real-time, ensuring that all operations adhere to established guidelines. Automated workflows streamline every process, guaranteeing that staff members adhere to business protocols consistently. Furthermore, all activities and data are monitored and stored in a single repository, making them easy to access and analyze within the CoreFin Insurance Core System, which ultimately enhances decision-making and operational efficiency for users.

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.