Easy to use just 6 simple steps, try it for free or buy it for just £249.00.
Is an easy to use CRM Addin that allows the integration of marketing response information from any third party bulk emailing product or service*.
Rather than implementing an email marketing solution with high integration costs the CRM Addins Email Marketing Response Manager has been built to take a simple CSV file and update your CRM system for:-
Marketing responses
Email bounces
Email unsubscribes
Optional setting of tasks for follow up activities
Full scan of Accounts Contacts and Lead for processing
User options configurable at run time to allow maximum flexibility
Compatible with CRM Online and On Premise versions of both CRM 2011 and CRM 4
Data input only needs to be in a CSV format with one single column containing the email address that you want to find and update
No need for time consuming or complicated integration
Use the Email Marketing Solution of your choice
Simple to install
Simple to use
With CRM Addins Email marketing Response Manager you can be creating marketing responses and updating your CRM system in around 15 minutes after you have installed it
Assistance PSA A new Vision for Professional Services
Assistance PSA for Microsoft Dynamics CRM 2011 was developed for the new generation of information workers, who are always online and work wherever and whenever they wish.
Can your organization facilitate that?
Are you ready for the new generation of information workers?
Assistance PSA is a completely integrated solution for contemporary information workers. Developed for the latest technology, the Microsoft Dynamics CRM 2011 platform.
Choose for the future and make sure that you are ready for it! Let us introduce you to Assistance PSA for Microsoft Dynamics CRM, the solution for professional service organizations that are looking ahead.
Account Explorer is an integrated MSCRM Addin module that allows you to show an Account with related entity information displayed based upon the selections made within the following areas of an account record. Account overview, Sales overview, Contact overview and Service overview in one consolidated view.
You can select fields which you want to show for Account, Contact, Opportunity, Case
You can select only Inactive Accounts, Inactive Contacts
You can view data based upon the selections that you have made
You can expand/collapse elements which have sub-elements
Sales PDF Productivity Pack is a seamless add in that delivers sales productivity for MSCRM as PDF for MSCRM reports and forms part of the CRMAddins productivity tools and add on products for MSCRM.
Quote to PDF - Order to PDF - Invoice to PDF all in one product.
From a single point in a CRM Quote, CRM Order and CRM invoice; preview, save and email your sales documents
Define a common CRM Sales Document naming convention to allow PDF for ms CRM documents to be easily found
Define a standard Email naming convention to allow CRM emails to be easily found
Increase sales productivity for MSCRM by having a simple and easy to use option for CRM sales document creation
CRM Auditor is an integrated Audit CRM add in module that allows you to track field level data changes throughout your Microsoft Dynamics CRM 4 deployment.
Using CRM Auditor for MSCRM audit data changes across your Microsoft Dynamics CRM system.
Maintain an audit log of:- who made the change, when the change was made, what was the previous value, what is the current value.
Audit the use of your system to maintain compliance and data integrity.
CRMAddins CTI is an integrated Addin module that allows you to make and record both inbound and outbound calls from CRM automatically creating a telephone activity and associating it with known callers as well as allowing incoming calls from unknown caller to be created for saving against a record once it have been created.
Project, Timesheet and Expense management CRM addin delivers full project, sub project, activity, timesheet and expense management into Microsoft Dynamics CRM.
A fully integrated CRM addon module that enhances Microsoft Dynamics CRM to deliver a full project management solution to your Microsoft Dynamics CRM deployment with the following features:-
Project Management, Timesheet Management, Expense Management, Project budget, actual and variance management for tasks and expenses, Automated escalation when project defined budget and time limits are reached, Timesheet approval, Expense approval.
Extend MSCRM to manage not just clients and suppliers but also staff management solution with this native MSCRM addon solution.
Employee management CRM addin delivers full HR management features into Microsoft Dynamics CRM.
The Employee Management Module for MSCRM delivers the ability to record personnel details and keep track of employee reviews, skills benchmarking and analysis, training development plans, performance plans and with built ion reminders for reviews and appraisals.
Utilising the features of MSCRM the CRM Employee Management addin module gives a range of HR and Employee Management functionality, Job Description, Annual Reviews, Salary and Benefits, Development Objectives and Plane, Performance Planning, Appraisals
Extend MSCRM Service to deliver a service level agreement response and escalation to all customer service interactions.
Automate the escalation of cases and complaints, improve case closure with automated follow-ups and reminders, keep staff, clients and management informed as cases progress and configurable automated escalation and notification process's to never breach an SLA again.
A fully integrated CRM addon module that enhances MSCRM to deliver a full customer service management solution to your Microsoft Dynamics CRM deployment with the following features:-
Case prioritisation, Service level escalation, Case escalation stages, Management escalation based on case priority and SLA status
Policies and Procedures Documentation Management for CRM 4
Extend MSCRM Service to deliver a compliance management framework.
Policies and Procedures MSCRM addin delivers managed process for the development, authorisation and management of documentation throughout an organisations.
Functions the addon delivers as part of a documents control solutions can be used for:
Use AutoNumber to Simplify Your Data Entry Process
AutoNumber is an add-on product that can create a unique, easy to read reference number for records in the CRM system.
This tool allows system customizers to add AutoNumbering to CRM entities that are not supported by the built-in numbering system. It makes it easy to create an AutoNumber that can be used by users to uniquely identify a record in the system without referencing another field or the GUID.
AutoNumber can be used to link the CRM record with other systems – a back office system or accounting applications or even paper files. AutoNumber supports all custom entities and systems entities that users are permitted to create new attributes. AutoNumber works with these implementation scenarios of CRM 4.0 -On-premise and partner hosted.
ACTIVISER: Field Service Staff Management for CRM 4
The Activiser CRM add in delivers a wireless and paperless link between Microsoft Dynamics CRM and service staff in the field:electronic job sheets.
The Activiser CRM add on delivers dynamic, real-time information to field service staff, adding full field service automation to the Microsoft Dynamics CRM Service Module.
Let Activiser CRM addin keep service staff up to date on job allocation and case management.
Let Activiser CRM addon manage job scheduling, completion and parts usage to resolve cases quicker to maximize customer satisfaction and to optimize resource utilization.
Take Activiser for Microsoft Dynamics CRM to resolves cases faster and integrate with back office applications for van stock management and client billing.
Take the stress out of managing a field service organisation; do more with less; access real-time information on CRM cases; resource allocation; job scheduling; next call planning when combined with Microsoft Maps and GPS and let your field service staff see wherever they need to know about a case, whenever they need it.
Empowering Microsoft Dynamics CRM with Event Driven customer feedback
Attentive™ Customer Satisfaction for Microsoft Dynamics CRM is an innovative add in solution for Microsoft Dynamics CRM that adds on event driven and ongoing customer feedback management for Microsoft Dynamics CRM.
The Attentive™ CRM add on delivers full Feedback Management functionality to Microsoft Dynamics CRM.
The Attentive™ CRM add in enable Microsoft Dynamics CRM to become customer attentive and focused, always aware of your customers' opinions and perceptions regarding your company's products, and the quality of the customer service and experience you are providing.
