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- MICROSOFT DYNAMICS
4.0 PLUG-IN
- SAGE CRM
PLUG-IN
- SAGE ALERTS WIZARD
- OUTLOOK
Microsoft Dynamics 4.0 Plug-in
Microsoft Dynamics CRM 4.0 Plug-in allows users to send
and receive text messages in the same way as emails, directly from their desktop.
Users can easily send texts to individuals or groups, check delivery statuses and
review texts in history.
What this plug-in offers
- Easy integration with Microsoft Dynamics CRM
- Send SMS as easily as emails to Contacts, Accounts,
Cases, Leads, Opportunities, Marketing Lists, Quick Campaign Lists, Campaign Lists
and Users
- Update communication history in each case
- SMS text message replies arrive into the Microsoft Dynamics
CRM communication history of the contact entity
- Check delivery status of SMS text messages in real time
against each message history record
- Choose a unique individual sender ID for each SMS text
message
- Includes merge fields to personalise SMS Text messages
- Create SMS text message templates for frequently used
messages
- Scheduled SMS text messages for delivery at a specific
time
- Messages can be sent with a validity period, after which
they expire if not delivered
- Only pay for SMS text messages actually delivered to
recipients' handsets
- Send longer messages if desired, using a long message
format
- Embedded signature facility available
- Translate messages into 'text-speak'
- Displays message length status and remaining character
count while composing
- Manage user rights and for individual CRM users
- Buy message credits online
- Integrate with Dynmark rules to manage responses
- Full flexible reporting
- Full help section available
How does this improve MS CRM?
- From within Microsoft Dynamics CRM, you can send an
SMS message to any contact or group of contacts as easily as sending an email
- Efficient communications via SMS text message means
you get key messages to the right people quickly, at the right time, wherever they
are and at low cost
- Saves time and money by replacing phone calls, letters
and faxes
- Our range of mobile messaging features from within Microsoft
Dynamics CRM to send, receive, filter and sort messages - as well as automatically
sending replies based on message content
- Low cost message credits delivered through dedicated
UK mobile carrier connections
Sage CRM Plug-in
The Sage CRM Plug-in allows users to send and receive SMS messages in the same way
as emails, direct from the desktop. Users can easily send texts to individuals or
groups, check their delivery status and review texts in communications.
What this plug-in offers
- Time savings. Messages can be sent from contact records
to individuals, mail-merged groups or from workflow triggers.
- Immediate direct communication to contacts wherever
they may be.
- Cost reductions. Avoid expensive phone calls and letters.
- Auditability: the assurance that text messages can be
tracked and stored. Simply confirm if a message has been successfully delivered
to your contacts from within the history record.
How this improves Sage CRM
- Send text messages as easily as emails to individuals
and groups.
- Receive responses or inbound texts to Sage CRM communication
section.
- Set up reminder texts messages for your meetings throughout
the calendar.
- Configure workflows to send process stage messages.
- Open an e-txt account and conveniently buy message credits
from within Sage CRM.
- Store sent messages alongside sent emails.
- Allocate unique individual sender IDs for each SMS text
message.
- Personalise messages with merged fields.
- Create SMS text message templates for frequently used
messages
- Schedule communications by setting delivery times up
to 12 months in advance.
Sage Alerts Wizard
With the Sage Alerts Wizard, Sage Business Partners can write the alerts you need
in about a quarter of the time currently needed. This means your staff and customers
receive the alerts and updates they need to make informed, reactive decisions. The
wizard works with Sage CRM, Sage 200 2009 and Sage 1000.
What the Alerts Wizard offers
- Wizard console for ease of alert creation and alert
parameter entry
- Alerts can be sent to Sage 200 Users and Sage 200 Customers
- A comprehensive guide illustrating how to choose the
right template for a range of similar alerts, and how to change the template to
create unique alerts
- Uses the latest Sage 200 software features like Entity
Extensions
- Only sends one alert for each issue (multiple alerts
can be sent out as escalations if required
- Alerts configured to be sent at an appropriate time:
10am on business days for a >30 days credit alert
- A demonstration tab from which alerts can be forced,
rather than waiting for them to be polled: an alert to text the Sales Director if
Sales forecasts are not received by 4pm Friday
How this improves Sage CRM or Sage 200
- Comes with eight popular alerts ready-made
- chosen to also be template examples of different alert
types
- Reduces the time needed for a developer to create an
alert in Sage CRM, using Sage 200 data as a trigger
- Allows SMS or SMS + email alerts to be sent
- Since it uses Sage CRM as the interface for writing
alerts, it is compatible with Sage 1000
- Compatible with external SQL databases
- Works from within Sage CRM, rather than just on the
database, offering better integration and flexibility
- Allows alert responses which dynamically update Sage
CRM / Sage Accounts
Alert Templates provided
Sage CRM synchronised data notifications
- Sales Ledger Account being placed on hold / Sales Ledger
Account being removed from on hold
- Purchase Orders that were due in today but not yet delivered
Sage 200 CRM 2009 Alert Wizard notifications
- Credit note issued against a Sales Invoice
- Purchase Invoice in need of authorisation
Entity Extensions
- Stock Item fallen below re-order level
- User has amended price on Sales Order, and profit on
that item now fallen below a pre-defined threshold
Standard Sage CRM Notifications
- Sales forecast not received by Sales Manager by a certain
time on a scheduled day
- Sales opportunity won if sale value > threshold or
less than forecast
Example alerts
- Invoice date greater than 30 days, and not yet paid
- Purchase order created, query and/or update of budget
- Nominal Ledger budget about to be exceeded
- Stock item has not been sold in "x" number
of weeks / months
- Sales order due for despatch X day but not yet despatched
- Purchase Order in need of authorisation
- User has not entered their timesheets in Project Accounting
Module
- User's timesheet / expense claim is awaiting authorisation
in Project Accounting Module
- Sales person % of monthly sales quota achieved MTD sent
weekly
- Sales order put on hold
Outlook 2007/2010 Plug-in
Microsoft has built all the necessary functionality for
SMS messaging into Outlook 2007/2010, but you need a messaging service to enable
mobile features. Dynmark's Outlook 2007/2010 Plug-in allows users to send and receive
SMS messages to colleagues and customers from within Microsoft Outlook.
Users do not need to learn how to use a new system because the Plug-in operates
within the familiar Outlook interface. SMS messages can be managed in the same way
as emails, meaning users can send and receive SMS messages to their email inbox,
review them in message history and check delivery statuses. This plug-in complements
the existing email functionality within Outlook.
What this plug-in offers
- Time savings. Messages can be sent from contact records
to individuals, groups or current look-ups. - Immediate direct communication to
contacts wherever they may be.
- Cost reductions. Avoid expensive phone calls and letters.
- Auditability. The assurance that text messages can be
tracked and stored. Easily confirm a message has been successfully delivered to
your contacts from within the history record.
- The ease and familiarity of the Outlook interface
to send SMS text messages.
How will this improve my Outlook product?
- Send text messages as easily as emails to individuals
and groups.
- Receive responses or inbound texts directly to your
inbox.
- The synchronisation of contacts means all of your contacts
are available so you can begin texting straight away.
- Conveniently buy message credits from within Outlook.
There is no contract.
- Store and track sent messages alongside sent emails.
- Allocates a unique individual sender ID for each SMS
text message
- Personalise messages by including merged fields
- Create SMS text message templates for frequently used
messages
- Schedule communications by setting delivery times up
to 12 months in advance
- All messages are delivered through dedicated UK mobile
carriers.
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