Connect the necessary applications,
All the necessary tools in one system
Clear documentation on CRM integration
Easy initial setup
Fast connector deployment
Support and expansion of connector functionality
Features of the connector
- Automatic identification of the customer, taking into account the implementation of various scenarios for incoming calls: a customer with this phone number was not found; more than one customer with this phone number was found; customer is identified
- Automatic creation of a contact / interest card during an incoming call if the customer is calling for the first time
- Viewing the necessary information about the identified customer directly in the call card
- Forwarding to another operator while saving the history of switching and the duration of each phase of the call
- Recording of all missed calls for quick processing
- Web notification of an incoming call even when the browser window is minimized
- Collection and analysis of calls by days, operators, groups and directions
- Ability to independently select tables and fields with a phone number to initiate a quick outgoing call in one click from the SMART CRM/Dynamics 365/Power Apps interface
- Listening to the history of all conversations directly from the call card from the SMART CRM/Dynamics 365/Power Apps interface
- Creation, launch and planning of bulk email marketing campaigns
- Contact base synchronization between SMART CRM, Dynamics 365 Sales and eSputnik
- Passing personal parameters from SMART CRM, Dynamics 365 Sales to eSputnik to build personalized messages
- Synchronization of email templates
- Sending single personalized emails to a customer manually and upon an event
- Synchronization of message sending statuses
- Analysis of mailing campaign results: delivery status, opening, clicks and other metrics
- Setting up and planning bulk SMS and Viber messaging campaigns with SMART CRM or Microsoft Dynamics 365
- Managing image files for generating Viber messages
- Setting up personalized templates for SMS and Viber messages
- Preview of messages on a mobile device
- Formation of the target audience for bulk information mailings
- Configuring the sending of triggered personal messages about an event
- Sending single messages from a contact card
- Analysis of mailing results on Analytical dashboards
- Shipment of parcels is generated, created, deleted or cancelled directly from the SMART CRM or Microsoft Dynamics 365 interface
- Senders management and creation of standard templates for different parcel sizes
- Printing out waybills in various formats
- Generatng and filling of registers of NP shipments from the SMART CRM or Microsoft Dynamics 365 interface
- Regular automatic receipt of the shipment status from the provider.
- Possibility to generate both address shipment and shipment to the branch
- Analysis of generated shipments on Analytical dashboards
- An invoice is generated, created, deleted or cancelled directly from the SMART CRM or Microsoft Dynamics 365 interface
- Automatic calculation of the invoice amount depending on the products
- Automatic sending of an invoice for payment to the customer
- Printing out an invoice
- Ability to connect to any table in your system
- Regular automatic receipt of payment statuses
- Analysis of generated invoices and their statuses on Analytical dashboards
- Shipment of parcels is generated, created, deleted or cancelled directly from the SMART CRM or Microsoft Dynamics 365 interface
- Senders management and creation of standard templates for different parcel sizes
- Regular automatic receipt of the shipment status from the provider
- Possibility to generate both address shipment and shipment to the branch
- Analysis of generated shipments on Analytical dashboards
- Setting up and planning bulk SMS and Viber messaging campaigns with SMART CRM or Microsoft Dynamics 365
- Managing image files for generating Viber messages
- Setting up personalized templates for SMS and Viber messages
- Preview of messages on a mobile device
- Formation of the target audience for bulk information mailings
- Configuring the sending of triggered personal messages about an event
- Sending single messages from a contact card
- Analysis of mailing results on Analytical dashboards
Select your plan
*The use of Microsoft Azure resources is required for connectors and modules to work.