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Advantages

Get more with SMART Order Management

Creating a unified environment

to systematize customer data and preserve the history of interaction with them
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Automation of distribution,

processing and fulfillment of orders, reducing customer waiting times
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Customizing the required number

of order flows to meet the unique requirements of your business
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Receiving information

about each order in real time, from receipt to delivery
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Ensuring omnichannel

communication with customers through extensive integration options

Operational analysis and control

of the work of managers using built-in tools
Functional capabilities

SMART Order Management

A solution that allows you to close deals faster and focus all team's work on a single platform. Use a ready-made business process, optimizing every indicator of the sales cycle with the functional capabilities of the solution
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Customer base management
  • Management of legal entities and individuals​
  • Contact and address information of customers​
  • Relationships between customers​
  • Full history of interaction with the customer (communications, purchase history)
Communications management
  • Communication in different channels from one system – supplemented by SMART Connector for Telephony (Binotel) / GMS / eSputnik and SMART Chat​
  • Storage of the entire history of interactions in a single system
Sales ​management
  • Unified order processing: from registration to receipt of confirmation of delivery to the customer​
  • Fixing the terms of payment and delivery​
  • Price relevance control​
  • Automation supplemented by SMART Connector for Nova Poshta, SMART Connector for Ukrposhta and SMART Connector for PayPal​
  • Sales funnel
Product catalog management
  • Catalog of products and services​
  • Price management: discounts, validity periods​
  • Multiple currencies​
  • Product images
Address management
  • Registration of multiple addresses for each customer​
  • Integration with the Google Maps directory
Analytics and reporting​
  • Operator’s workplace – dashboard and activity plan​
  • Supervisor’s workplace – control dashboard and personal activity plan
ROADMAP

How is SMART Order Management implemented

5 simple steps to effective sales
Microsoft 365, Power Apps deployment
Installing solutions and deploying the necessary basic Microsoft infrastructure.
1 step
Deploying
SMART Order Management
Deploying an out-of-box solution. Checking the system's operation.
2 step
Data migration
Preparing initial data import templates and answering the questions.
3 step
Training
Providing training on system functionality for key users. Providing training for business analysts and administrators for further independent configuration of the system.
4 step
System Go-Live
The customer makes a decision on the system Go-Live.
5 step

Connectors

Leverage modern applications, services and channels to effectively interact with the customer throughout the entire life cycle
eSputnik

SMART Connector for eSputnik

API connector for eSputnik, which provides the ability to configure and send mass and trigger e-mailings through eSputnik with subsequent analytics on statuses and results of mass mailings
Binotel

SMART Connector for Binotel

API connector for Binotel that provides the ability to receive incoming calls and make outgoing calls from SMART CRM
GMS

SMART Connector for GMS

API connector for GMS Ukraine, which provides the ability to configure and send mass and trigger SMS/Viber mailings with subsequent analytics on statuses and results of mass mailings
PayPal

SMART Connector for PayPal

API connector for PayPal, which provides the ability to create a PayPal invoice for the customer to pay while the order is being processed and synchronize payment statuses
Nova Poshta

SMART Connector for Nova Poshta

API connector for Nova Poshta that provides the ability to create a waybill for sending to a branch or address during order processing in CRM, with subsequent synchronization of the sending status. When processing an order, the created waybill can be printed, canceled with the indication, or deleted
Ukrposhta

SMART Connector for Ukrposhta

API connector for Ukrposhta that provides the ability to create a waybill for sending to a branch or address during order processing in CRM, with subsequent synchronization of the sending status. When processing an order, the created waybill can be printed, canceled with indication of a reason, or deleted
PRICING

Select your plan

  • SMART CRM
  • SMART Connectors
  • SMART Modules

SMART CRM requires Power Apps per User or Power Apps per App licenses.

We recommend using Microsoft (Office) 365 for communications in Teams, integration with the Exchange Online mail service, and saving documents and files to SharePoint Online.

Blog

Articles and materials

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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 ...
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Oleksii Vyhodskyi
Head of Informational Systems and Technologies, DTEK
We help to bring the light by optimizing important processes. Implementation of SMART Sales for DTEK
DTEK needs no introduction, because all of Ukraine feels the result of the titanic work of its specialists every day. Some of them are brave enough to repair energy facilities in the hottest spots, while others work hard to make this process as fast and efficient as possible. One of the results of such work is the DOPOMOHA (Eng. ‘HELP’) project. Its goal is to find and convince foreign colleagues to become donors to the ...
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The most important updates to Microsoft Power Platform products: an overview of plans for April – September 2023
Microsoft Power Platform is set to receive a significant upgrade with the 2023 release wave 1 plans. This update will be launched between April and September 2023 and includes dozens of new features and enhancements. The update demonstrates Microsoft’s continued investment in digital transformation to support customers and partners. The release wave 1 builds on Microsoft’s commitment to breaking down silos between data, insights, and people and creating applications and experiences that add value to ...
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