Order a demo

Blog

  • All
  • News
  • Success stories
  • Releases
5 min read
Release SMART Easy bot EN 1200 628
Segmentation and personalization, registration option management, and new button types. What’s new in the SMART Easy Bot solution?
One of the main trends in customer service in 2024 is the expansion of opportunities for customer self-service. People don’t want to be dependent on company business hours, life circumstances, or the moods of employees that separate them from the desired level of service and support. They want everything here and now! Therefore, businesses should listen and adapt.A chatbot is the most convenient tool that allows you to keep in touch with customers using popular channels 24/7. As part of the SMART CRM platform, we offer the SMART Easy Bot solution, which allows you to manage chatbots easily and conveniently in Viber and Telegram, and exchange data with the CRM system end-to-end.In the current release of SMART Easy Bot, we focused on both improving the existing features and developing additional capabilities of the solution. We are always in close contact with our users, listening to their needs and wishes. That is why some features were designed and developed based on detailed feedback from our customers. We invite you to learn more.

A list of the latest updates

1. Registration settings managementNow you can manage the registration process of chatbot users and set the necessary parameters. You can enable or disable the registration process in the CRM system settings.There is also a possibility to customize the buttons and functions required for registration. Now you can also add validation to each field in SMART Easy Bot using regular expressions and even control the availability of certain chatbot buttons for registered users.2. New button typesContact card information. Now your customer can easily and safely get information from a specific field on their contact card: discount amount, discount card number, number of available bonuses, and much more.Converted value from the contact card. The ability to convert the value from the contact card to a QR code or barcode in the required format has been added.Webhook with an answer function. Ask questions and get answers from the customer directly through the chatbot. Use the customer's answers to customize your chatbot logic or make other improvements.3. Submenu functionalityPreviously, the SMART Easy Bot solution was focused only on the Main Menu, but new challenges require a new approach. In the current release, we have introduced the long-awaited Submenu feature. Now, by pressing one button on the main menu, you can go to a submenu. For example, if you have two gym memberships for adults and children, each with their own unique functions and buttons, it is no longer a problem.4. Segmentation UseThe solution’s updated functionality now enables you to construct your own user segments directly within the system. This feature allows for more targeted communication with your audience and offers personalized interactions with the chatbot.Do you want to congratulate those who have birthdays today, or perhaps offer exclusive deals to residents of a specific city? Maybe you’re considering rewarding your frequent shoppers? Now it is not a problem!5. Personalized InteractionSend personalized messages directly from the contact card. For this purpose, we added a built-in button that allows you to send both a ready-made message template and personalized text.

How much does it cost to connect and use SMART Easy Bot?

The monthly fee for using SMART Easy Bot in a single Microsoft Power Apps/Dynamics 365 environment with an unlimited number of managers is $100. This fee covers 100 thousand messages in either one Viber or one Telegram bot with a common logic and a single control center.Azure components are billed based on usage and calculated individually. The estimated cost for 100 thousand messages is $5.

What can we expect in the next release of SMART Easy Bot?

We are currently working on the following updates:
  1. Sending files to the chatbot audience
  2. Saving communication history in your Dataverse database
  3. Integration with the SMART Chat solution
  4. Management of unsubscribed users
  5. Advanced analytics
We are constantly collecting ideas to improve the solution. Keep up with the latest updates of the SMART CRM platform on our blog or Facebook. Stay tuned for new updates that could strengthen your business.Do you want to understand whether SMART CRM is right for your business? Leave your request, and our experts will answer all your questions and help you choose the right solution.Get a consultation
2 min read
Release SMART Connector for Ukrposhta EN
Another release of SMART Connector for Ukrposhta
The process of high-quality customer interaction requires constant optimization and the search for new solutions. Integration with a variety of services and providers expands the opportunities for customer service. However, businesses need to improve not only external but also internal processes, connect flexible and functional tools, and strive for reliable storage of customer data, preferences, and orders within a single system.Today we are talking about the new functionality of the connector for Ukrposhta, a service provider with a chain of about 11,000 departments and 100% coverage in Ukrainian cities and towns.SMART Connector for Ukrposhta is a solution for integration with the Ukrposhta delivery service, which enables the process of forming, creating, and managing parcels directly within the CRM system interface. The connector can be integrated with Microsoft Dynamics 365 or SMART CRM systems. The solution allows you to create parcels directly during the ordering process, using all the necessary information, and automatically receive updated statuses to improve the quality of service.

A list of the latest updates

  • Printing of shipment labels in various formats
  • Managing registers from within the SMART CRM or Microsoft Dynamics 365 interface

What features of SMART Connector for Ukrposhta are already available?

  • Creation, registration, and cancellation of parcels directly from the SMART CRM or Microsoft Dynamics 365 interface.
  • Regular automatic updates on shipment statuses.
  • Possibility to prepare parcels for both branches and addresses.
  • Analysis of generated parcels on Analytical dashboards.

How to connect SMART Connector for Ukrposhta?

The entire connection process consists of several stages:
  1. Signing an agreement with Ukrposhta.
  2. Authorization in SMART CRM / Microsoft Dynamics 365.
  3. Installation and configuration of integration components.
  4. Setting up system security—Granting access to a manager or workgroup.
  5. Start of work.

How much does it cost to use SMART Connector for Ukrposhta?

The monthly fee for use in one Microsoft Power Apps/Dynamics 365 environment without any limit on the number of managers is $150.Follow the updates of the SMART CRM platform on our blog or on Facebook.Do you want to understand whether SMART CRM is suitable for solving your tasks? Contact us, and our experts will advise you on all your questions and help you choose the right solution.Get a consultation
3 min read
Release SMART Connector for Nova Poshta EN
SMART Connector for Nova Poshta: An update to the SMART CRM connector line
In today's business environment, there is a battle for customers. Customers expect businesses to create conditions for repeat purchases and improve the level of service every time, as the competitive environment is full of other offers. It is important to build customer loyalty, listen, change, and sometimes even think like a customer.The SMART CRM platform team regularly works on improving the functionality of each component. So today we're talking about updates to our connector line.SMART Connector for Nova Poshta is a solution for integrating with the Nova Poshta delivery service, with the help of which the process of forming, creating, and managing parcels takes place directly in the CRM system interface. The connector can be connected on the basis of Microsoft Dynamics 365 or SMART CRM systems. The solution allows you to generate waybills directly during the ordering process, using all the necessary information, and automatically receive updated statuses to improve the quality of service.

What functionalities does SMART Connector for Nova Poshta offer?

  • Creating, processing, deleting, or canceling parcel shipments takes place directly in the SMART CRM or Microsoft Dynamics 365 interface.
  • Sender management and the ability to use standard templates for different types/sizes of parcels to reduce the operator's mechanical work.
  • Regular automatic updates on the waybill status.
  • Ability to create both parcels that are sent to branches and addresses.
  • Analysis of the generated parcels on the Analytical dashboards.

A list of the latest updates

  • Printing waybills and/or entire registers in various formats.
  • Formation and filling of Nova Poshta shipment registers using the SMART CRM or Microsoft Dynamics 365 interface.

Why should you choose the SMART Connector for Nova Poshta?

  • There is clear documentation on how to connect.
  • Fast deployment.
  • Regular functionality enhancements are provided for the connector.
  • Compatible with all SMART CRM / Microsoft Dynamics 365 solutions.

How do I connect the SMART connector for Nova Poshta?

The entire connection process consists of several stages:
  1. Signing the contract with Nova Poshta (NovaPay if necessary).
  2. Authorization in SMART CRM / Microsoft Dynamics 365.
  3. Installation and configuration of integration components.
  4. Setting up system security—granting access to a manager or workgroup.
  5. Start of work.

How much does it cost to connect and use SMART connector for Nova Poshta?

The monthly fee for use in one Microsoft Power Apps/Dynamics 365 environment with no limit to the number of managers is $150.Follow the updates of the SMART CRM platform on our blog or Facebook page.Do you want to understand whether SMART CRM is suitable for solving your tasks? Contact us, and our experts will advise you on all your questions and help you choose the right solution.Get a consultation
4 min read
Release SMART Chat EN
All messengers in a single CRM window. What is new in the SMART Chat solution?
Providing every customer with a convenient communication channel is a top priority for businesses. For this purpose, companies use all available communication channels: Facebook Messenger, Telegram, Viber, WhatsApp, Instagram, or other popular messengers. This creates the most favorable conditions for personalization and better customer experience.However, the more channels a business uses, the more difficult it is to control them and maintain a high quality of service. The lack of a quick response from support can be seen as neglect and poor service. How can you avoid neglecting a customer's request?We suggest you consider the current SMART Chat solution, which allows you to build clear communication with the client within a single platform using familiar messengers. Today, we are talking about the new available functionality of SMART Chat. A more detailed list of updates can be found below.

A list of the latest updates

1. Automatic replies to bot subscribers on eventsThe ability to include automatic notifications that the subscriber will receive when an event occurs in the communication processing via SMART Chat has been added. The message text can be customized. The following types of responses are available:
  • an automatic response when a message is received in the general queue for operator search;
  • an automatic greeting message when the operator starts a communication session;
  • automatic warning about closing the communication session due to inactivity for a certain period;
  • automatic message – ending the conversation (Farwell message when the operator closes the communication session).
2. Support service working hours managementFrom now on, you can specify the working days and working hours of the support service via a chatbot. In addition, if you receive a request outside of working hours, you can customize the message that the customer will receive.3. Automatic distribution of communication sessionsThe updated functionality of the solution also adds the ability to enable automatic distribution of communication sessions to the responsible manager if necessary. If the responsible manager is online, the message will be automatically assigned to the manager without being placed in the general queue for processing.4. Displaying the operator's name in the communication historyFrom now on, an operator of SMART Chat will see not only the content of the interaction with the client in the history of previous communication but also the name of the operator with whom the client previously communicated, which will allow them to clarify the details with a colleague.5. Additional channels available for connectionThe current release of SMART Chat adds Viber and Instagram Direct channels to expand business communication and customer support.

What was previously available?

We remind you that in the previous release of SMART Chat, the following features became available:
  • Emojis.
  • Files and images exchange with customers.
  • Use of quick answers from a previously prepared library.
  • The ability to attach the current conversation to an existing record in the system (Contact, Organization, Order, Inquiry, etc.) or to a new one.
  • Flexible customization of the list of objects eligible for attachment to a conversation.
With each release, SMART CRM solutions become more functional, convenient, and powerful. We work on relevant and market-demanded features every day to empower businesses to effectively interact with customers throughout the entire customer lifecycle.Follow the updates of the SMART CRM platform on our blog or on Facebook.Do you want to understand whether SMART CRM is suitable for solving your tasks? Feel free to contact us, and our experts will answer all your questions and help you choose the right solution.Get a consultation
4 min read
Release SMART Marketing EN
SMART Marketing: a comprehensive solution for modern marketing specialists
The basis of modern marketing is multitasking and the ability to effectively build interaction with clients. For marketing to work effectively, specialists must have in their arsenal enough applied tools to effectively work with their own audience. Access to popular communication channels and the ability to interact with the audience both comprehensively and case-by-case is a key advantage of successful marketing today. So, we are pleased to present a new solution within the SMART CRM platform, which will automate your communications and allow you to reach each of your clients through the right channel – SMART Marketing.SMART Marketing is a solution for managing client segments and omnichannel marketing communications from a single window of a CRM system in real time. Create a holistic and consistent customer experience through available communication channels.

What client engagement opportunities does SMART Marketing provide?

  • Client base management: 360 customer view, use of personal data in marketing activities, storage of the entire history of interactions in a single system.
  • Management of mailings through different channels in a single system – supplemented by one or more SMART Connector for Infobip/GMS/eSputnik, the SMART Easy Bot module.
  • Initiation of mailings via Email/Viber/SMS/Telegram channels to the target audience formed in CRM, depending on the available communication channels.
  • Omnichannel marketing automation – the ability to track every interaction with a client and create systematic content through available communication channels.
  • Target Audience Builder: building a sample of target audiences for use in marketing activities, using the results of preliminary mailings to form client segments.
  • Content management: generation and preview of message templates in the CRM system, convenient storage of images and their use in templates, designer of dynamic personalization parameters.
  • Sending individual messages: the ability to manually compose a message or select an existing template and send a message to the client without leaving the contact card.
  • Triggered mailing: configuration of conditions under which the system will automatically send messages to the client according to a specified template upon an event.
  • Analytics and reporting – dashboard and activity plan for managers and a supervisor.

Why choose SMART Marketing?

  • Fast deployment
  • Easy setup and administration
  • Comprehensive contact database management
  • Operational analysis and control of the results of marketing activities
  • Support and expansion of the solution functionality
  • Compatible with all SMART solutions

How is SMART Marketing implemented?

  1. Deployment of Microsoft 365, Power Apps. Deploying the necessary basic Microsoft infrastructure.
  2. Connection to selected providers. Signing a contract by the customer with the relevant providers.
  3. Deployment of SMART Marketing with selected connectors. Deploying an out-of-box solution. Configuring all the necessary components for integration with providers. Checking system operation.
  4. Data migration. Preparing templates for initial data import and answering questions.
  5. Training. Providing training on the system functionality for key users. Providing training for business analysts and administrators for further independent system configuration.
  6. Launching the system. The customer decides to proceed to Go-Live.

How much does it cost to connect and use the solution?

The monthly fee for using the environment is $100 and includes one of the connectors of your choice (SMART Connector for Infobip, SMART Connector for GMS, SMART Connector for eSputnik). Cost may vary when connecting two connectors ($150) or three connectors ($200). Azure components are charged based on consumption.Also, for comprehensive interaction with clients, you can connect SMART Easy Bot, a solution for simple and comfortable management of Viber and Telegram chatbots. The monthly fee for use in one Microsoft Power Apps/Dynamics 365 environment with no limit on the number of managers is $100. The monthly fee includes 100 thousand messages in one Viber and one Telegram bot with common logic and a single control center.
Follow the updates of the SMART CRM platform in our blog or on Facebook.Want to understand if SMART CRM is suitable for solving your tasks? Contact us: sales@smart‑it.comGet a consultation
3 min read
whats new in smart sales cover en
What’s new in SMART Sales?
For successful work, the sales department always needs innovations and up-to-date solutions that can significantly simplify interaction with customers, preserve the history of communications and prevent the loss of important information. Building customer relationships is easy, but the right automation tool is essential to the process.We always keep careful track of the needs of our users, so today we’re covering the latest updates in SMART Sales. This is one of the solutions of a comprehensive SMART CRM platform, designed to automate the B2B sales process from the appearance of a potential customer to closing a deal.The key update of the release was the creation of a task completion accelerator for SMART Sales. The main idea of the accelerator is to provide a convenient and understandable tool that will help to prioritize tasks and speed up their implementation for both the manager and the head of the department. The new functionality of the solution is designed to optimize and speed up the necessary processes and help assess the current and plan the future workload of employees. For a more detailed list of new features, please see below.

List of recent updates

  • Task Performance Accelerator
1. Report on planned activitiesThe feature provides the ability to send daily reports in Outlook for each user about tasks scheduled for the current day, meetings, calls, and also reminds about overdue or incomplete tasks. If necessary, users can go from the report to a special dashboard to view the details.2. Report to managers on overdue employee tasksNow a report is available for the heads of departments, which will allow them to assess the state of affairs in the department and the workload of each employee. SMART Sales will send daily Outlook reports to managers about their employees’ overdue tasks. If necessary, the manager can go from the report to a special dashboard to view the details.
  • Notifications feature
In the updated functionality of the solution, notification settings are also available in one of the selected channels: Teams, Outlook, or push notifications within the application. SMART Sales users will be able to receive notifications to be able to track changes in the status of a deal, the process of approval of related documentation for a deal, or its assignment or closing by a manager.Users receive notifications in the following cases:1. New task assignment2. New deal assignment3. Approval of the deal documents4. Notification of the manager about closing a deal by the managerWith each update, SMART CRM platform solutions become more convenient, functional and user-friendly. Every day we work on relevant features necessary for the market and expand the opportunities for businesses to effectively interact with customers throughout the entire life cycle.Follow the updates of the SMART CRM platform on our blog pages or on Facebook.Want to understand if SMART CRM is right for your needs? Contact us: sales@smart-it.com
3 min read
smart connector for infobip eng
SMART Connector for Infobip: regular release of the SMART CRM platform
Successfully built communication allows companies to maintain existing and attract new customers. We continue to expand the functionality of the SMART CRM platform and connect current services and channels for effective interaction with customers throughout the entire life cycle. Today we are talking about updates in the line of SMART CRM connectors, a comprehensive platform for sales in the B2B, B2C segments and after-sales service.We are pleased to announce the next release of the SMART CRM platform, the key update of which was the creation of SMART Connector for Infobip.SMART Connector for Infobip is a turnkey solution for the Infobip API provider, which provides the ability to configure and send mass and trigger mailings via SMS/Viber channels with analytics on the status and results of mass mailings in SMART CRM or Microsoft Dynamics 365 CRM systems.About Infobip:Infobip is a cloud-based business communication platform that automates communication with customers across different communication channels. Infobip allows you to conduct personalized marketing campaigns, work with user data in real time and create an infrastructure for a customer service or contact center. In 14 years in the industry, Infobip has opened 65+ offices on six continents, developed its own platform with the ability to deliver messages to 7 billion consumer and industrial devices connected to more than 800 mobile operators in more than 190 countries.

What customer interaction options does SMART Connector for Infobip provide?

  • Setting up and planning mass SMS and Viber messaging campaigns with SMART CRM or Microsoft Dynamics 365
  • Image file management to generate Viber messages
  • Setting up personal templates for SMS and Viber messages
  • Previewing messages on your mobile device
  • Formation of the target audience for mass information mailings
  • Setting up the sending of trigger personal messages about the event
  • Sending individual messages from a contact card
  • Analysis of mailing results on Analytical dashboards

Why choose SMART Connector for Infobip?

  • Clear integration documentation
  • Easy initial setup
  • Fast connector deployment
  • Support and expansion of connector functionality

How to connect SMART Connector for Infobip?

The whole connection process is divided into several stages:
  1. Registering a user in Infobip and making all the necessary settings
  2. Authorization in SMART CRM/Microsoft Dynamics 365
  3. Installing and configuring integration components
  4. Setting up system security – granting access to a manager or work group
  5. Start of the connector’s operation

How much does it cost to connect and use the connector?

The monthly fee for use in one Microsoft Power Apps/Dynamics 365 environment with no limit on the number of managers is $100. Azure components are billed based on consumption.
Follow the updates of the SMART CRM platform on our blog pages or on Facebook.Want to understand if SMART CRM is right for your needs? Contact us: sales@smart-it.com
3 min read
SMART Easy Bot April ENG
SMART Easy Bot module: Update of the SMART CRM platform
The world is on the path of digitalization, more and more attention is being paid to the overall customer experience and the transformation of business models to create a convenient environment for both customers and employees. How to create conditions for efficient service and not overload employees with repetitive requests and routine interactions? We offer an up-to-date solution within SMART CRM, a comprehensive platform for B2B, B2C, and service sales. So today we are presenting a new module for managing chatbots that is relevant to the local market - SMART Easy Bot.SMART Easy Bot is a ready-made module with a user-friendly interface for easy and comfortable management of chatbots in Viber and Telegram, combined with a CRM system. The service allows you to communicate with subscribers in a simple and comfortable way, manage buttons and their functions, as well as send mass and personal messages to subscribers in selected segments. 

What opportunities for customer interaction does SMART Easy Bot offer?

  • Create your own buttons. Add different types of buttons: text only, text + link, data output from your CRM system, data output from your CRM system with further conversion to bar or QR codes. The "Webhook" function is available, which allows you to call any of your developments by link and send the results directly to the bot
  • Communicate with subscribers. Send messages to all active subscribers of your chatbot in any way: to the entire chatbot audience, a selected segment, or a specific subscriber (personal offers, birthday greetings, order status, etc.)
  • Customize inbound communication. Use chatbots as a source of communication and receive feedback from your audience in the form of requests and files
  • Expand your contact database. Fill the database with up-to-date and verified information about users using the registration function when they first use the bot
  • Create personalized messages. Generate customized texts for a specific user directly from your CRM system
  • Manage in a single window. Manage chatbots in a single center with an intuitive and user-friendly interface directly in your CRM system

Why should you choose SMART Easy Bot?

  • Easy setup and administration
  • Fast deployment
  • Comprehensive customer communication and self-service 24/7
  • End-to-end data exchange with CRM
  • Support and expansion of the solution's functionality
  • Compatible with all SMART solutions

How to connect SMART Easy Bot?

The entire installation process takes place in several stages:
  • You create a bot in the selected Viber or Telegram channel
  • Get the key and send it to the developer to link the chatbot components with the CRM system
  • Authorization in SMART CRM/Microsoft Dynamics 365
  • Installation and configuration of integration components
  • Setting up system security—granting access to a manager or a workgroup
  • Creation of scenarios for interaction with chatbot users
  • Get started

How much does it cost to install and use the module?

The monthly fee for using the module in one Microsoft Power Apps/Dynamics 365 environment, with unlimited number of managers, is $100. Azure components are billed according to consumption. The monthly fee includes 350 thousand messages in 1 Viber and 1 Telegram bot with common logic and a single control center.
Follow the SMART CRM platform updates on our blog or Facebook page.Want to know if SMART CRM meets the requirements of your business?Write to us: sales@smart-it.com
1 min read
smart customer care min
What’s new in SMART Customer Care?
We continue to improve our SMART CRM platform and add new features based on customer requests. Today we are sharing the latest updates in SMART Customer Care. This is one of our CRM solutions designed to register and handle customer requests.

List of the latest updates

  • Knowledge Base
Thanks to the articles added to the knowledge base, operators will be able to resolve customer issues faster and more efficiently. The feature also implies a convenient search for articles by keywords and their display on the request card, which allows you to get additional information at the time of handling the request. If necessary, the operator can email the article from the knowledge base to the customer 
  • SLA execution control
Using the capabilities of Microsoft Power Automate, the solution calculates the time to process each stage of a customer request in accordance with the Service Level Agreement and controls its implementation. The control feature involves analyzing the time spent at each stage, as well as sending push notifications about the deadline for processing the request. To be continued…Follow the upcoming updates on our blog pages or on Facebook.Got questions on SMART Customer Care or SMART CRM in general?Contact us: sales@smart-it.com
mail