Author: ultronittechnologygmailcom

CRM Consulting and service, CUSTOMER EXPERIENCE MANAGEMENT IN B2C, Australia

CUSTOMER EXPERIENCE MANAGEMENT IN B2C

STAYING IN THE LOOP OF YOUR CUSTOMERS’ WORLD

Injecting powerful CXM solutions where loyalty equals growth     
Overlooking your customers’ opinions, whether they are voiced or not, is dangerous. Our goal is to enable your full-scale control over your customers’ experience and provide enhanced visibility into the loopholes for you to step in and adjust your service where and when necessary.
With over 8 years developing CRM & Loyalty solutions, we have the right toolkit and hands-on knowledge to bring customer experience management to life for B2C companies in practice, not just in theory. 

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

WHAT MAKES CXM, IN PRACTICE

We have an in-depth, rooted in practice understanding of what makes customer experience management in B2C industries such as retail, healthcare, telecom, banking and more.
These are must-have modules for B2C companies eager to see real-life benefits of customer experience management equally for their bottom-line and reputation.
The CXM cycleCXM cycle
And we are the team to assist you at each of these stages.
Collection of CX data

Automated, cross-channel collection of CX data

Proactive gathering of customer satisfaction information
You don’t have to wait till your customers voice their complaints directly (it can never happen but conceal a growing dissatisfaction). With a properly tuned CXM solution, you will be able to turn on your Voice of the Customer programs across channels (review websites, in-store surveys, social media, etc.) and proactively gather business-critical data to predict and influence potential surges in customer dissatisfaction.
Internal sourcing of CX data
Making every relevant system supply CX-related data will help you to stay aware of all accidents that may affect your customers’ experience with your brand. Be it the wrong invoice sent, long queues to checkouts or out-of-stock products, you will be in the loop, not out of it.
Analytics

Integrated analytics at every customer touch point

Smart segmentation based on customer satisfaction value
We know that not every feedback matters. Our CXM software solutions will help you perform a smart segmentation of your customers based on the impact of their satisfaction levels on your business in terms of both sales and overall brand loyalty.
Thinking in clusters
Where you can’t approach each customer personally, there is the technology to do that for you. With advanced analytical capabilities of your CXM solution, you’ll be able to drill down your data within specific customer clusters defined by their demographic, psychographic, geographic and other criteria for a more precise picture.
Picking the influencers
Customers can be easily swayed by a number of factors, including others’ opinions. We take it seriously by enabling you to identify and approach the local influencers based on the rich data sourced via the CXM solution. Once you’re on good terms, no emergency in the customer land could put you out.
Monitoring your brand health
Taking care of your brand image is also a part of customer experience management. Beyond public relations, it’s one of your major resources to create a sustainable customer experience. We can make your CXM software the tool to identify all undercurrents that may influence your brand image and then timely respond to them.
​Strategic Actions

​Precise actions that make a difference

Automating scenarios for corrective actions
Our customer experience consulting team worked out the scenarios that will help you put your data insights to the right use. We will translate your policies for addressing customer issues into easily adoptable and motivating workflows that will be able to unite multiple departments’ efforts. With these technologically aided scenarios to take preventive, immediate or long-term actions, you will never miss a critical step in bridging the gap between your brand and your audience.
Cross-team collaboration
Customer experience management is the cause that should bring together all of your staff members. Make your CXM platform the door to cross-team collaboration with transparent, single-view access to both data and people whenever they need them to exceed customers’ expectations, again.
Re-evaluation

Re-evaluation to guide your move forward

Reaping the results
Your efforts shouldn’t just hang in the air. With efficient mechanisms to discover and analyze the impact of your customer experience management activities on your select KPIs, you will tap into the dynamics of your customer acquisition costs and ROI both for C-level reporting and adjusting your CX strategy.
Reloading your CX strategy
With important insights on your hands, you will be able to implement a new vision into your CX strategy, where and when necessary. Your flexible and transparent CXM solution will adapt to changes and reload the entire process automatically with minimum time and efforts required.

OUR CRM-BASED SOLUTIONS

Each of theDynamics CRM and Salesforce CXM element described above will come alive under the guidance of our customer experience consulting team. They know how to unfold the CXM capabilities of the market-leading software platforms such as Microsoft Dynamics CRM and Salesforce with the maximum impact on and compatibility with your business.
We deliver the full cycle of CXM consulting and platform customization services that include:
  • business analysis & conceptual roadmapping
  • platform customization
  • data cleaning & migration
  • system integration
  • maintenance
  • user adoption trainings
We focus on your brands, not company
We believe that in B2C customer experience management is vital to implement at the brand level, not at the one of the entire company. With a portfolio of brands, B2C enterprises are likely to differentiate their offering and, as a result, customer experience to find the right approach to their particular target audiences.
We support this differentiating approach with customer experience consulting that takes into account the brand’s history, mission and image to come up with a precise solution.

Industries we have worked with

RetailHealthcare    Telecom  Financial services

REACH OUT

To kickstart our cooperation, we offer a free initial consultation to discuss your requirements and ideas, to be followed by a proof of concept for you to tap into our capabilities and vision.  

CRM Consulting and Service, CUSTOMER EXPERIENCE MANAGEMENT IN B2B, Australia

CUSTOMER EXPERIENCE MANAGEMENT IN B2B

REINVENTING YOUR CRM FOR THE GOOD OF YOUR CUSTOMERS

We deliver customer experience consulting and turnkey IT solutions as vehicles of effective CX strategies. 
For many B2B enterprises, customer experience management is still a notion beyond ordinary, which remains a concept with no practical application.
We believe, it doesn’t have to be that way.
In the B2B environment, where accounts can include more than one contact and where customers’ issues frequently require a cross-departmental assistance, we address these challenges by bringing together the best of CXM theory and practice around the core of CRM software. 

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

CXM OPPORTUNITIES

For over 8 years in CRM consulting, we’ve been helping B2B companies shape and evolve their relationships with customers. Whether your enterprise is looking for a new CRM enriched with CXM capabilities or want to introduce a CXM twist to the existing system, our holistic solutions will respond to your challenges and help to deliver a better value consistently at all the customer touchpoints.
Post-sale pipeline

Post-sale pipeline

Extend and visualize your pipeline to the post-sale stage of customer service and re-engagement, pinpoint opportunities to make your relationship stronger along the entire customer journey and grow your business from one relationship milestone to another.
Voice of the customer

Voice of the customer

Gain insights into the dynamics of customer satisfaction based on automated survey management and customer feedback monitoring. Identify sore points in your customers’ experience preemptively and enable a set of corrective actions with trackable statuses to improve relationships in each particular case.
Company-level CX visibility

Company-level CX visibility

Source and analyze CX-related information across the departments of marketing, sales, production, billing, delivery, maintenance, support, etc. to identify any frustrating gaps and customer service mishaps as they happen. Bring together the responsible members within a single platform integrated with the business-critical applications, and timely address the revealed customer issues in a technologically aided workflow.
Corrective actions

Customer issues: Immediate and long-term actions

Use the rich data sourced from your Voice of the Customer programs and company-wide insights on customer experience at all the touchpoints to trigger automated scenarios for addressing revealed customer issues. Identify repeating patterns and introduce long-term corrections to strategically increase customer satisfaction, retention and revenue from the existing accounts.
Personalized communication

Personalized communication

Tap into your customers’ precise needs and preferences and trigger personalized, timely messages via automated email and content marketing mechanisms. Find out what will work best to elevate your partnership and hit the target with an effective communication strategy for each of your strategic customers.
Omni-channel customer service

Omni-channel customer service

Integrate your CRM and customer support facilities to address customers’ issues across channels – call center, web, mobile, social and offline, always delivering personalized and competent help.

CXM IN ACTION: HOW WE DO IT

We know how to turn a CRM system into a holistic CX platform at lesser costs and efforts compared to a custom solution built from scratch. We’ll make it the vehicle of your CX strategy and bring it to life, integrating the CXM solution with your deployed enterprise systems, such as ERP, website and customer support.
Our CXM solutions not only collect business-critical data but create a better value through timely and effective actions aimed at increasing customer satisfaction, engagement and loyalty. Ultimately, this is what grows businesses.  
To help you tap into a truly holistic customer experience management across channels, we deliver a CRM-based CX solution with the following capabilities: 
  • data collection at every customer-related touchpoint (including ERP, billing, etc.)
  • customer segmentation
  • customer support integration (call center, live chat, self-service portal, etc.)
  • management of customer feedback and satisfaction reviews  
  • marketing automation: email marketing, content personalization
  • loyalty management, including integration of third-party loyalty program solutions
  • customizable reporting with a wide array of customer experience metrics
     

WHY ULTRONIT SOLUTIONS

  • 27 years in Information Technology
  • 15,000+ hours of CRM projects
  • 120+ active clients
     
OUR INDUSTRY-FOCUSED COMPETENCIES
Healthcare     Retail     Telecommunications     Banking

WE DELIVER TURNKEY SOLUTIONS

UltronIT is a one-stop IT vendor with a complete list of competencies to deliver turnkey CXM solutions based on Microsoft Dynamics CRM and Salesforce. We start by aligning the definition of customer experience with your enterprise specifics and stick to your business goals as our guidelines throughout the project.
The full scope of our services include:
  • free kick-off consultation
  • conceptual roadmapping
  • business analysis
  • proof-of-concept
  • full-cycle CX platform customization
  • data migration
  • integration with enterprise systems
  • maintenance
  • support
  • user adoption trainings
     

Our expertise in related fields:

CRM & Loyalty CRM & Loyalty
Website design and development Website design and development
Mobile development Mobile development
Business intelligence Business intelligence

CONTACT US

Send us your request, and our team will be happy to get back to you and discuss your plans in detail.  

CRM Consulting and Services, CRM FOR RETAIL, Australia

CRM FOR RETAIL

OMNI-CHANNEL CUSTOMER RELATIONSHIPS AS YOUR COMPETITIVE ADVANTAGE

We tailor CRM systems to enable a panoramic view of your customers’ engagement.   
UltronIT is ready to prove that retail CRM software can be more than a collection of disparate customer profiles.
For the last 13 years, we have seen how our enterprise solutions empowered historic retail brands, premium car dealers, multinational FMCG companies and disruptive digital brands that all acknowledge the growing power of consumers.
We have sharpened our vision in delivering CRM, loyalty, e-commerce, trade promotion, private label management, sales analysis and more retail solutions that are now successfully adopted by Wal-Mart, Carrefour, eBay, Nestle and Heinz. Now, we continue to implement these best practices to help more retail businesses stay at the industry’s competitive edge. 

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

RETAIL CRM SOLUTIONS, BEYOND ORDINARY

We customize Salesforce and Microsoft Dynamics CRM for retail to pull together a holistic, easily manageable portfolio of your customer relationships across the channels you employ.
Omni-channel customer engagement

Omni-channel customer engagement

Get your retail CRM system integrated with your e-commerce platform, website, store software, social media and mobile applications to recognize and reward each of your customers personally based on their history of interactions across your channels.
Retail CRM system integrated with your e-commerce platform, website, store software, social media and mobile applications
Loyalty program bundle

Loyalty program bundle

Opt for integrating a CRM with your loyalty program to make use of rich customer data, or choose to build a loyalty program as a CRM module and thus optimize your IT ecosystem.
Marketing automation

Marketing automation

Leverage your sales potential with effective contact management, highly targeted content and personalized email marketing for each of your customers, automatically.
Help desk integration

Help desk integration

Make your customer support services more connected at all levels (live chat, email, call center) with instantly retrieved, comprehensive customer details like purchase history or loyalty program membership that can be updated in real time.
Integration with enterprise systems

Integration with enterprise systems

Connect your retail CRM with the shopping cart, ERP, order fulfillment and other functional systems that have a direct relation to the quality of your customer service.
Actionable analytics and reporting

Actionable analytics and reporting

Make informed decisions using data-rich analytic dashboards that will guide you through your customers’ behavior and responses to your trade promotions per customer segments. Reporting options also include marketing campaigns performance, sales dynamics and opportunities.

​WHY ULTRONIT

  • A pool of 450+ IT professionals
  • CRM projects since 2008, including loyalty program automation for 5.5 mln media subscribers
  • Proprietary collection of customizable CRM add-ons
  • Flexible delivery models
Our practice of 13+ years in retail software development covers the entire cycle of retail management. Browse our portfolio to learn more about our fulfilling cooperation with retail market players.

CRM Consulting and Services, LOYALTY FOR RETAIL, Australia

LOYALTY FOR RETAIL

LOYALTY BEYOND DISCOUNT

70% of members feel loyalty programs are part of their relationship with a company.
We offer grocery and consumer goods retailers a loyalty program which helps to build long-lasting personal relationship with each and every customer and achieve loyalty which brings tangible results.
Our Loyalty program is a way to:
  • Increase sales by 10-15% by influencing customer behavior through rewards and incentives
  • Reduce marketing costs by personalized promotions
  • Optimize your inventory investments by getting an insight into customer preferences and habits
  • Retain customers by creating an emotional link with them

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

3 QUESTIONS YOU MAY WANT TO ASK

QUESTION 1: How to turn a loyalty program into genuine loyalty?

  • Personalize the dialogue with customers
  • Maximize customer engagement
  • Improve customer retention and entice new members
  • Customize and target promotions and say goodbye to mass discount 

QUESTION 2: What about time and money?

UltronIT will design and build a loyalty program which is uniqueand best fits your customers and business goals.
You will get tangible results within the following timeframes:
6 months project completion from project approval to the production release of loyalty software
10 months from release to the break-even point

QUESTION 3: How does UltronIT work?

We base our loyalty programs on 5 vital principles:
Principles of loyalty program - make it personal
1. Make it personal – you will be able to communicate personalized offers directly to your customers across multiple channels:

    • customer portal
    • emails
    • receipts
    • mobile application
    • call center
Principles of loyalty program - make it fun
2. Make it fun! – your loyalty solution will have flexible and engaging mechanics based on:

  • coupons
  • points & levels
  • bonuses
  • cash back
  • partnership programs
Principles of loyalty program - make it smart
3. Make it smart – you will get actionable analytics for valuable marketing campaigns:

  • personalized coupons based on purchase history and preferences
  • assortment recommendations
  • churn prevention and customer retention
Principles of loyalty program - make it easy
4. Make it easy – we will easily integrate your loyalty solution with the existing software:

  • ERP
  • POS system
  • website
Principles of loyalty program - make it smart
5. Make it sustainable – you invest in a loyalty program which will work for a long time and we will always be there for tuning and post-deployment support
So, what is the next step? Tell us more about your business and we will suggest a loyalty program that will work best for your customers. It is free and takes only 7 business days.

MICROSOFT DYNAMICS CRM CONSULTING AND CUSTOMIZATION, Australia

MICROSOFT DYNAMICS CRM CONSULTING AND CUSTOMIZATION

DYNAMICS CRM, UNLEASHED

Expert consulting that rests on in-depth understanding of CRM beyond the software
Over 8 years ago, we chose to specialize in Microsoft Dynamics CRM as a powerful and flexible platform for successful enterprises in any industry, whether it’s B2C or B2B.  
We know how to release the much-debated potential of this system beyond mere customer profiling. We prove it consistently for SMEs and corporations in Healthcare, Retail, Telecom, Banking, Oil & Gas and other industries. Some of our success stories include delivering CRM solutions for a retail bank with 180 branches country-wide, a national public transport authority and a major media company with over 5 mln subscribers. 
OUR EXPERTISE IN DYNAMICS CRM
  • Projects in Microsoft Dynamics CRM since 2008
  • 10+ Dynamics CRM experts
  • 15+ completed Dynamics CRM projects, totaling 15,000 work hours 

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

APPROACH TO DYNAMICS CRM CONSULTING

For us, CRM is not a buzzword but a powerful business enabler that should be aided with equally powerful software. We can tell the difference between the specificity of B2B and B2C enterprises and tailor our approach to Dynamics CRM consulting and customization according to the precise requirements dictated by your business needs and industry-related factors. 
We are not advocates of CRM for CRM’s sake. Instead, our goal is to deliver systems that can positively impact your bottom line. The following three pillars define our approach to Microsoft Dynamics CRM projects.   
Precision

Precision

We start with defining the scope of requirements to offer a precise solution that would adequately respond to our customers’ needs. There will be no excessive and unreasonable customization that makes no positive change. There will be no surprise features that you didn’t want either. We deliver within the defined project scope, making sure you get the solution that meets both your expectations and budget.
In-depth comprehension

In-depth comprehension

As expert Microsoft Dynamics CRM consultants, we have tested the capabilities and limits of the platform to offer cost-effective and reasonably effort-consuming solutions in any given case.
We know how to leverage the in-built Dynamics CRM tools to minimize your investment. In specific cases, where the lack of advanced customization impedes customer relationships and business growth, our Dynamics CRM functional consultant team is also ready to deliver sophisticated features, from all-round customer base management and sales automation to contact center integration and complex performance reports.
Scalability

Scalability

In our hands, Dynamics CRM turns into a highly scalable platform that is able to accommodate an ever-growing customer base without extra tweaks. The examples of the scopes we have successfully handled include customized CRM solutions for 7 mln clients of a retail bank, over 5 mln subscribers of a media company, and 35,000 SMEs subscribed to an accounting SaaS.

OUR CAPABILITIES

We cover the full cycle of Dynamics CRM consulting, customization and support services for projects of various complexity, both cloud-based and on-premises:
  • Business analysis and consulting
  • Customization
  • Data migration
  • Integration with enterprise systems
  • Quality Assurance
  • User training
  • Upgrade to Microsoft Dynamics CRM 2016
  • Maintenance
  • 24/7 help desk
Functional Consulting

Functional Consulting

Our Microsoft Dynamics CRM consultants rely on best practices and extensive business insights accumulated for the last 8 years to position you on the appropriate CRM maturity level in line with your strategic vision, be it communication management and planning, step-by-step relationship development or, ultimately, strategic relationship management.
The scope of both out-of-the-box and customized features covers the entire customer lifecycle from lead generation to deal closing and post-sale re-engagement. Importantly, all of them can be tied to sales force KPIs for easier performance management. Some of the possible functional modules include:
  • Sales automation
  • Marketing automation
  • Email marketing
  • Subscriptions/membership levels management
  • Location-specific functions for sales reps and managers
  • Workflow notifications and alerts
  • Sales force performance assessment
  • Data analysis, including configuration of reports and dashboards
This list of features is far from being complete. Held as a market-leading technology for a reason, Microsoft Dynamics CRM is the platform that opens up numerous opportunities for truly flexible and impactful management of your customer relationships.
System Integration

System Integration

We willhelp you make use of the rich customer data stored across your IT infrastructure so that no interaction falls out of your sales reps’ sight. For this, we integrate Dynamics CRM with your:
  • Website
  • ERP system
  • Loyalty program
  • Customer support facilities (live chat, call center)
Quality Assurance

Quality Assurance

UltronIT offers end-to-end Dynamics CRM testing services for flawless performance:
  • Functional testing to prove the system’s viability
  • Performance testing to ensure fast and smooth operation
  • Usability testing to enable sleek user experience
Maintenance and Support

Maintenance and Support

As part of your customization project or independently, we will provide cost-efficient maintenance and support services including ongoing competent communication, technical maintenance and round-the-clock support.
  • Uninterrupted performance monitoring
  • Change request processing
  • Bug fixing
  • 24/7 help desk

HOW TO START COOPERATION

Our Dynamics CRM consultants stay on the alert for your needs and are ready to start cooperation with free services:
  • kick-off consultation to outline the possible solution to your business challenge
  • proof of concept
  • prototype
Choose your preferred start and contact us to state your interest. The rest will be done by our experienced team of business analysts and project managers who will promptly help you define the requirements and select a project team to get started. 

SALESFORCE CONSULTING AND CUSTOMIZATION, Australia

SALESFORCE CONSULTING AND CUSTOMIZATION

THE POWER OF SALESFORCE MARKET-LEADING SUITE AS YOUR STRATEGIC ASSET  

Pain-free, transparent implementation of Sales Cloud and more.   
UltronIT is a Salesforce consulting company dedicated to helping you embrace the world’s leading CRM platform in the entirety of its benefits for your business.
From our free first consultation and free demos to full-cycle software consulting services, you are welcome to tap into our 8+ years of expertise in CRM solutions. We’ve worked with a variety of industry domains, delivering precise solutions to grow sales and customer engagement in retail and commercial banking, healthcare, oil & gas, manufacturing, media, public sector and more. 

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

WHY SALESFORCE CRM

We are qualified to deliver Salesforce’s flagship products, from their number-one CRM application Sales Cloud and Marketing Cloud for world-class marketing automation to comprehensive Wave Analytics to satisfy your data needs.
Sales               Marketing               Analytics
  • Rich out-of-the-box capabilities
  • Completely cloud-based
  • Customizable to your exact needs
  • Mobile CRM
  • Editions for SMEs and large enterprises in B2C and B2B

Our Salesforce consulting team helps you unlock the following capabilities of the platform: 
Sales automation
SALES AUTOMATION
highly visual, easy-to-navigate pipeline management of leads, opportunities and customers
Contact management
CONTACT MANAGEMENT
your single point of truth for customer data, including social
Sales forecasting
SALES FORECASTING
data-driven, reliable forecasts and calculation of sales quotes
Performance management
PERFORMANCE MANAGEMENT
visibility into sales reps’ progress and closed deals for managers
Marketing automation
MARKETING AUTOMATION
extensive digital marketing capabilities to build personalized journeys for each customer
Team collaboration
TEAM COLLABORATION
access to documents, expertise and discussions for your marketing & sales team members
Partner management
PARTNER MANAGEMENT
complete view and management of channel partnerships
Reporting
REPORTING
on-demand analytics via simple, customizable dashboards

HOW WE DELIVER IT

You reach out with a rough idea and we take it from there up to the final steps. What follows is the outline of our cooperation, stage by stage, that covers the entire lifecycle of Salesforce consulting and implementation:
  • Business Analysis, including project roadmapping and technical documentation
  • Data cleaning and migration
  • Application configuration & customization
  • System integration
  • Quality Assurance and testing
  • User adoption trainings
  • ‘On-demand’ maintenance

Salesforce add-ons

An important part of any Salesforce deployment, add-ons extend the platform’s functionality and bring additional value to your marketing and sales activities. We will support you in choosing your own option out of third-party, including AppExchange, or unique add-ons from either original or custom-built Salesforce components, and we’ll bring it to life along your needs. 

Pricing

As your Salesforce consultant, we will help you decide on the most cost-efficient license option according to the scope and demands of your business.
You will get the complete project price estimate immediately after we scoop your requirements and processes in place.

WHAT WE BRING TO YOUR PROJECT

We’ve been into CRM technologies since 2008, continuously investing in our dedicated CRM & Loyalty department. To build on our insights gained in the field, we launched our thought-leadership platform, actively participate in industry-leading events as well as contribute to partner media.
Diversity and scale of some of our past projects include:
  • Customer CRM for a retail bank with 7+ mln clients
  • Direct sales force CRM for a US market-leader in cancer diagnostics
  • Partner CRM for a national transport authority
  • Subscriber CRM for an accounting SaaS company
 …and the capabilities are far from exhausted.

Multi-disciplinary approach

Our clients have a unique opportunity to benefit from the multi-disciplinary expertise we have generated within our centers of excellence for the past 27 years on the global IT market. Beyond CRM consulting and customization, we pursue innovation in mobile sales app development, collaboration solutions, data analysis and website portals. This helps us assure our teams’ knowledgeability and capacity to address challenges of various complexity.

PAIN-FREE COOPERATION

Our in-depth awareness of the Salesforce platform helps us deliver well-grounded consulting to our clients. Reach out to learn how you can benefit from this world’s leading CRM solution and get a free consultation on your request. 

Microsoft Dynamics CRM Consulting, EMAILSCOOP EMAIL TRACKING SERVICE FOR Microsoft DYNAMICS CRM, Australia

EMAILSCOOP – EMAIL TRACKING SERVICE FOR MICROSOFT DYNAMICS CRM

EMAILSCOOP

A customizable automatic service to track conveniently incoming and outgoing emails in Microsoft Dynamics CRM 2011, 2013 and 2015 via any email provider

GET MORE VALUE FROM YOUR CRM:

  • Pipeline transparency: all the communication connected with lead generation/nurturing and account management activities are visible at all company levels
  • Better collaboration: all CRM users who follow a project have the full picture of the ongoing communications
  • More time for important things: automation reduces the workload of sales and marketing specialists because they no longer have to register the incoming and outgoing emails manually
  • No data loss: the beauty of tracking emails is that even if the user deletes the tracked message in the mail client, there will still be a copy saved in Microsoft Dynamics CRM
  • Increased information security: despite all of the above-mentioned, certain emails, especially at the CxO level, should not be tracked because they may contain highly confidential data and UltronIT tool enables confidentiality-sensitive settings

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

FUNCTIONAL DESCRIPTION OF EMAILSCOOP (IN COMPARISON WITH MS CRM STANDARD TRACKING TOOL FOR OUTLOOK)

Features EmailScoop by UltronIT MS Dynamics CRM tracking tool for Outlook
Incoming emails
All inbound emails are tracked automatically.
In the following specific cases email tracking should work also:
  • No recipient receives, reads or opens an inbound e-mail (e.g. the email is sent to a user who is on vacation)
  • Inbound email is sent to a deactivated user (e.g. a user does not work in the company any more)
  • An inbound email is moved from Inbox to another folder by automatic rule
More rules can be added on demand.
Sometimes the tracking is inconsistent, e.g. when incoming emails are moved by rules to other folders
Outgoing emails
All outbound emails are tracked automatically.
In the following specific case email tracking also works:
  • An outbound email is sent via web client
More rules can be added on demand.
CRM users have to check the tracking box for each outbound email manually (potential risk in case a user forgets to apply this setting)
Smart matching
All incoming/outgoing emails tracked in CRM are linked to a company (if company or its contact is in “from”, ”to”, ”cc”)
Intelligent association of emails with opportunities is available, however disabled in certain scenarios
Email history
Uploading, matching and synchronizing of all the email history on the server from the pre-CRM period
Not available
Different providers
Equally tracks emails from Exchange Server as well as through any other IMAP/POP3 email provider
Only MS Outlook
Exceptions and privacy settings
Emails from certain users should not be tracked, e.g. CxO, in case there are no other CRM email-enabled users in “From”, “To” or “CC” (they can still be tracked manually via Outlook plug-in)
Not available
Creating new CRM contacts
The tool detects business emails according to certain rules and even if they are not from a CRM contact, a new company/contact is created automatically with all the necessary attributes according to specific rules
(for example, an email from an employee personal address which comes as a reply to an email sent to info@companyname.com)
Not available

ULTRONIT SERVICES

With a moderate cost on top of the standard licensed package, the custom solution from UltronIT is considerably more manageable and is highly recommended as a complementary part for Microsoft Dynamics CRM installations.
In this regard UltronIT offers the following services:
  • To analyze business processes managed by the CRM system and create a customized EmailScoop service based on the requirements and specifications
  • To deploy the email tracker on top of Microsoft Dynamics CRM, synchronize and fine-tune the solution
  • To provide necessary maintenance and support to ensure excellent performance of the service
  • To prepare user guides and make CRM introduction trainings for end-users
So, what is the next step? Please contact us for consultation about customizable EmailScoop services for your CRM solution.

Microsoft Dynamics CRM Consulting, N TO N GRID, Australia

N TO N GRID

N to N greed
At UltronIT with a lot of experience in implementing and customizing CRM solutions, we know that in order to have a possibility to easily manage entities which contain many to many relationships we need a convenient UI control. However, MS Dynamics CRM does not contain a built-in possibility to add this control. That is why we have implemented our own solution to manage and analyze these records. Our control is an add-on for Microsoft Dynamics CRM 2013-2015 and Online which will help you view and analyze records from many to many contact details:


Ultronit solutions
E-mail: sales@ultronit.com.my

website:http://www.ultronit.com.myrelationship. The style of our grid is similar to that of other grids in the system. 

The main features:
  • Show records with many to many relationships
  • Possibility to specify the displayed attributes and sort orders
  • Possibility to sort records by several columns
  • Possibility to analyze records with many to many relationship from the entity form
  • And yep, you can delete records from the grid and add new records via Look Up Records

Microsoft Dynamics NAV Implementation, Consulting and Support, Australia

Microsoft Dynamics NAV Implementation, Consulting and Support

Microsoft Dynamics NAV is a global enterprise resource planning (ERP) solution designed for small and medium sized businesses. It provides the tools to simplify and streamline business processes across your entire organization to help you gain better control, increase your margins, and drive profitable growth. ​​​​With Microsoft Dynamics NAV, you can make smart decisions and automate key business processes across the board to drive down costs and turn margins into cash flow.
As a Microsoft Inner Circle Member and Master VAR with Gold Competencies in Microsoft Dynamics ERP and CRM, SBS Group has helped thousands of businesses implement and use Dynamics NAV to improve their supply chain, manufacturing and operations.​


contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

A multi-language, multi-currency ERP solution to manage your accounting, finances, supply chain and operations. ​

​​Connect the front office and back office. 

Microsoft Dynamics NAV delivers the insight you need to monitor business performance from every possible angle. ​The system integrates procurement, inventory, logistics, warehousing, manufacturing, and distribution functionality with financial maanagement, customer relationship management (CRM), and other business processes. ​
​​​Streamline financial practices.
​​​The intuitive RoleTailored interface delivers personalized access to the information and tasks most relevant to your role—including key financial processes.  Powerful financial reporting helps accountants and financial analysts extract the most essential business data from the chart of accounts, budgets, cash flow accounts and cost types into financial reports. Allocate general ledger entries, work with budgets in general ledger accounts, all in multiple currencies and languages. Gain visibility and insight into budgeted and actual costs of operations, departments, products and projects. ​
Dynamics NAV Tablet

Flexible, scalable and mobile.

​With the Microsoft Dynamics NAV Web Client, users can access, view and edit data from a familiar, user-friendly interface. With flexible deployment options, you can choose the solution that works best for your business—and increase IT flexibility without increasing costs. ​​​Microsoft Dynamics NAV is an extremely flexible solution that can support and enhance operational advantages. More importantly, NAV will grow and adapt as your business changes and processes evolve – giving you security and longevity.


Microsoft Dynamics NAV Mobility

UltronIT GROUP KNOWS Dynamics nav.​​

Whether you are getting started with a new implementation, trying to fix an implementation gone wrong or upgrading, UltronIT Group enables clients to optimize their Microsoft Dynamics NAV investment.

Drawing from over 25 years experience, UltronIT Group provides exceptional business expertise across an array of focused industries and verticals.​ UltronIT  Group clients benefit from a dedicated web-based client site for collaboration, document ​management and project deliverables​. Our in-house help desk quickly and thoroughly responds to client support requests for Dynamics NAV and all Microsoft platform technologies including Dynamics CRM, Office 365, Sharepoint, Exchange, Skype for Business, and many more​.​ ​​ 

Microsoft Dynamics NAV supports both on-premises and remote, cloud-based deployments hosted by Microsoft or UltronIT Group, in addition to hybrid, or partly-hosted, models. Deploy on-premise or choose from our cloud offerings – the choice is yours. ​

Microsoft Dynamics SL Consulting, Project Management, Financial Management and Reporting Made Easier with Dynamics SL, Australia

Project Management, Financial Management and Reporting Made Easier with Dynamics SL


Microsoft Dynamics SL software, formerly called Solomon, is enterprise resource planning (ERP) software particularly suited for project-centric industries including professional services, engineering, government contracting and construction. 
Dynamics SL combines powerful project management and financial management capabilities to help project-based businesses confidently manage their people, projects and clients. Through tight integrations with Office 365, Project Server, SharePoint, and CRM, Dynamics SL streamlines business processes, enhances productivity and delivers powerful insights across company divisions and locations. 
UltronIT  Group delivers over 25 years of experience implementing SL solutions for small and mid-sized businesses across the United States and Canada. UltronIT Group is a Microsoft Master VAR and Inner Circle Member with the most Gold Certified Dynamics SL consultants of any US-based partner. 

Manage your finances and projects with ease
Microsoft Dynamics SL bridges the gap between project management and financial management. Handle payroll and operations with ease. Access role-specific information and enter project data like project time and expense entry, project approvals and setup, and analysis—all from a smartphone, tablet, or desktop.​
Tailored to meet your industry needs
The comprehensive out-of-the-box capabilities of Microsoft Dynamics SL ​can be tailored to help you meet industry-specific business requirements. UltronIT Group delivers solutions for Construction, Government Contracting, Professional Services, Architecture, Engineering, Distribution and more.
​Report smarter and quicker
Gain powerful insights into crucial business data. Dynamics SL comes complete with built-in reporting and business intelligence tools that make reporting flexible and easy to adapt. It also supports quick, custom reporting. Track project performance, budget and forecast accurately, and meet compliance needs with Dynamics SL. 
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Flexible and quick deployment.
Designed to work together with Office 365, Dynamics SL helps reduce training time and enables you gain maximum value out of the software. Dynamics SL is quick-to-implement, easy-to-use, and offers out-of-the-box functionality. Deploy on-premise, host through a partner, on Azure, or with a hybrid combination. 

contact details:
Ultronit solutions
E-mail: sales@ultronit.com.my
website:http://www.ultronit.com.my

Microsoft Dynamics SL Resources, News and Events

Keep up-to-date on the latest tips, tricks and news around Dynamics SL. Our blog contains a wealth of information from product and industry experts. 
Visit Dynamics SL blog

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Microsoft Dynamics SL provides all the core functionalities project-based businesses need. Importantly, Dynamics SL fits the way you work. It works seamlessly with Office 365 to provide collaboration, mobility and business intelligence capabilities while interoperating with the document management, spreadsheet, email and messaging programs you already use. With built-in business intelligence capabilities, Dynamics SL can handle all the reporting needs you can dream up. Microsoft Dynamics SL Web Apps give you access to data wherever you are, on any device. 
Dynamics SL covers all your project-oriented business functions:

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  • DCAA Compliance 
  • Accounts Payable/Receivable
  • General Ledger
  • Cash Management
  • Order Management
  • Budgeting, Forecasting and Estimating
  • Resource Planning
  • Time and Expense
  • Contract Management
  • Reporting and Analytics
  • Project Management and Accounting
  • Project Tracking
  • Payroll Management
  • Field Service Management
  • Supply Chain Management
  • Manufacturing
  • Collaboration

UltronIT Group provides extended solutions tailored to your industry: Construction, Government Contracting, Professional Services, Manufacturing and Distribution.

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