QGate Software Limited
Headquarters
D2 Fareham Heights
Standard Way
Fareham Hampshire
PO16 8XT
United Kingdom
T: +44 (0) 1329 222 800
E: info@QGate.co.uk
Support:
T: +44 (0) 1329 222 802
E: support@QGate.co.uk
QGate Software Limited
Headquarters
D2 Fareham Heights
Standard Way
Fareham Hampshire
PO16 8XT
United Kingdom
T: +44 (0) 1329 222 800
E: info@QGate.co.uk
Support:
T: +44 (0) 1329 222 802
E: support@QGate.co.uk
QGate's ethos is to provide high quality solutions and services. We have built long term relationships with worldwide business partners and able to offer you the latest innovative solutions.
We have a portfolio of recommended CRM Value Add Products from QGate and our network of partnerships.
QGate's intelli-CTi™ family enables the simple integration of your software applications, such as Microsoft Dynamics 365 / Dynamics CRM, and your telephony system providing CTI benefits to your users and customer interactions.
This family includes a solution for integrating your telephone system with Microsoft's Unified Service Desk (USD). This enables you to optimise your existing infrastructure investments, providing a seamless integration delivered in a cost effective and user friendly manner.
QGate's Paribus Interactive™ provides a smart search tool to enhance your CRM user experience, increase efficiency and make your data more accurate.
CRM users only enter duplicate records when they cannot find the record they are looking for, Paribus Interactive's smart search technology makes it quick and easy to find the right record, first time.
QGate's Paribus Discovery™ provides a data deduplication tool that allows you to DIAGNOSE (Identify) and CURE (Remove) duplicate data in you Microsoft Dynamics 365 / Dynamics CRM system, leading to cost savings and your company becoming more efficient.
ClickLearn is a market leading e-learning and training platform, capturing complicated work processes. With just one click you can product multi-format learning materials, in any language and publish them to a 24/7 training platform.
Training users is key to the “success” of any software application. Providing users with ongoing, up to date assistance instantly means they are more effective and less frustrated.
ClickDimensions is a Microsoft-certified marketing automation solution developed specifically for and natively built within the Microsoft Dynamics 365 / Dynamics CRM environment. ClickDimensions provides a powerful and user-friendly marketing toolkit.
It includes essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages enabling you to attract more leads.
See your company's data in new ways with interactive data visualisation Business Intelligence (BI) tools from Microsoft's Power BI, a recognised leader in Analytics and Enterprise BI platforms. Power BI is a business analytics service that delivers insights to enable fast and informed decisions. Enabling you to transform data into visuals and share them with your colleagues on any device.
Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central - a comprehensive business management solution designed for small to medium-sized businesses.
With financial management at the core, you can manage your company, by automatically pulling systems and processes together to manage financials, sales, service and operations. You can connect to 3rd party applications like payroll, banking, CRM or industry-specific systems.
Microsoft Office 365 is a cloud-based software suite that makes it easier to manage files, simplifies communication and collaboration among your teams. Allowing your employees to work anywhere, anytime, across any device.
It includes popular tools such as Outlook, Word, Excel, Access, Publisher and PowerPoint with integration with the next generation of Microsoft applications, such as SharePoint, Teams, OneDrive, OneNote, Yammer, Planner etc.
Turn repetitive tasks into multi-step workflows with Microsoft Flow, a cloud-based software tool that allows users to create and automate workflows across multiple applications and services without the need for developer help.
Create automated workflows between your favourite apps and services to get notifications, synchronise files, collect data, and more.
Microsoft SharePoint is your mobile, intelligent intranet that enables you to share and manage content, knowledge, and applications to empower teamwork, find information quickly, and seamlessly collaborate across your organisation.
When combined with Office 365, SharePoint provides enhanced security, is easy to manage and can be accessed from any device.
Microsoft Teams gives your team access to the information they need, enabling them to manage conversations, files and tools all in one team workspace.
Microsoft Teams provides instant access to Word, Excel and PowerPoint files in SharePoint, plus OneNote, PowerBI and Planner in one hub, wherever you are.
Easily build the business applications you need and extend or customise the apps that you already use. Making Office 365 and Dynamics 365 your own with powerful apps that span productivity and business data.
loqate is the leading provider of address verification and management. Providing a reliable way to capture accurate address data and ensure data quality in your CRM.
LinkPoint Connect allows users to continue to work in Microsoft Outlook or IBM Notes while updating records in Microsoft Dynamics 365 without creating duplicate data.
End users are able to view, record, create, and sync content between Microsoft Outlook or IBM Notes and Dynamics 365 with minimal change to how they work throughout the day. By staying in their email application, users are more efficient, and LinkPoint Connect ensures that data is added to or updated in the CRM for real-time visibility.
Resco Cloud for Dynamics 365 provides you with the ability to work on the go with Microsoft Dynamics 365 and all of the data and business processes available offline. Ideal for Sales and Field Service teams.
Codeless Platforms BPA (formerly Orbis TaskCentre) is a powerful Business Process Automation solution that automate and integrates your business tools automating virtually any employee-driven business process.
The BPA Platform enables you to automate processes and integrate business systems quickly and easily. Its innovative drag and drop technology removes the need for coding to ensure your business achieves its true potential with minimal effort.
QGate is Xpertdoc's Gold UK Partner, Xpertdoc Smart Flows is a Professional Document Generation Software to efficiently create consistent documents like quotes, invoices, reports and correspondence.
Xpertdoc Smart Flows are easy-to-configure, automated processes for the creation, generation, management, storage, delivery, and e-signature of business documents. You can create the most compelling quotes, contracts, invoices, reports, correspondence or any other business documents, be guided through optimised post-processing, approval, delivery and archiving paths to efficiently engage with your customers via their preferred delivery channel.
Electronically sign, and now prepare, act on, and manage agreements to deliver great experiences for your customers and employees with DocuSign.
Whether you’re approving a purchase, closing a sale, or signing an agreement, it’s easy with DocuSign—reliable and trusted worldwide for electronic signatures.
QGate's intelli-CTi™ family enables the simple integration of your software applications, such as Microsoft Dynamics 365 / Dynamics CRM, and your telephony system providing Computer Telephony Integration (CTI) benefits for your users and your customer interactions.
QGate's Paribus Discovery™ allows you to DIAGNOSE (Identify) and CURE (Remove) duplicate data in Microsoft Dynamics 365 / Dynamics CRM leading to cost savings and your company becoming more efficient.
QGate PowerEntry™ provides intelligent searching capabilities as well as proactive duplicate avoidance at the point of data entry into your Infor CRM (Saleslogix) system. With data deduplication at point of entry, PowerEntry™ ensures the highest quality of data capture within your Infor CRM database. Any newly entered contact or account is interrogated to identify potentially duplicate records.
ClickLearn is a market leading e-learning and training platform, capturing complicated work processes. With just one click you can product multi-format learning materials, in any language and publish them to a 24/7 training platform.
Training users is key to the “success” of any software application. Providing users with ongoing, up to date assistance instantly means they are more effective and less frustrated.
loqate is the leading provider of address verification and management. Providing a reliable way to capture accurate address data and ensure data quality in your CRM.
Codeless Platforms BPA (formerly Orbis TaskCentre) is a powerful Business Process Automation solution that automate and integrates your business tools automating virtually any employee-driven business process.
The BPA Platform enables you to automate processes and integrate business systems quickly and easily. Its innovative drag and drop technology removes the need for coding to ensure your business achieves its true potential with minimal effort.
TimeLinx PSM transforms a CRM system into a Professional Services Automation (PSA) tool. It extends CRM throughout the entire customer and project life cycle, from marketing campaigns to opportunities and quoting, service delivery, customer service and/or technical support. TimeLinx PSM provides project management functions with time and expense capture to proactively manage projects, tasks, staff resources, costs, profits, and more. Also, with optional integration connectors, TimeLinx provides automated data passing into your ERP system for billing, staff reimbursements and more.
Infor's Cloudsuite Configure Price Quote (CPQ) gives the power of advanced configure-price-quote (CPQ) technology to your entire network. It's image-driven, easy-to-use solution provides vision from order to delivery, whilst cutting costs and boosting profits. You can sell complex products more quickly from opportunity to close, eliminating costly errors and speeding up the sales cycle. The solution makes CPQ capabilities central to your sales process, and gives your sales reps competitive advantage and a quicker path from engagement to conversion in your customer’s journey.
AlphaMobile provides an easy to use mobile workforce management solution for Infor CRM (Saleslogix). It is a comprehensive field service management and job scheduling software solution that works in conjunction with your existing CRM solution. It helps to consolidate all your requests, communications, and tasks in one place, giving you the visibility, you need to make sure your services are delivered on time.
Whether you have a small mobile field team or a large enterprise with hundreds of field staff, AlphaMobile field service software makes your job simple.
Electronically sign, and now prepare, act on, and manage agreements to deliver great experiences for your customers and employees with DocuSign.
Whether you’re approving a purchase, closing a sale, or signing an agreement, it’s easy with DocuSign—reliable and trusted worldwide for electronic signatures.
If you have any questions, or want help in using any part of the QGate CRM Success Program, please contact us.
Contact UsThis article covers the cycles of learning when you are training users on a new Software solution and how they need to unlearn previous processes and procedures before learning the new ones.
The post Learning with ClickLearn – Increasing User Adoption appeared first on The QGate Blog.
The legacy web client for Microsoft Dynamics 365 is being deprecated, read this article for tips and things to consider when upgrading to the new Unified Interface(UI).
The post Moving to Microsoft Dynamics Unified Interface (UI) appeared first on The QGate Blog.
The newest release of intelli-CTi for Dynamics 365 aligns with Unified Interface to empower users to better connect with their customers
The post intelli-CTi for Dynamics 365 V4.2 connects users with customers appeared first on The QGate Blog.