Computer Telephony Integration (CTI)
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.
Intelligent CRM Search Engine
Paribus 365™ 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 detect duplicates and find the right record, the first time.
Paribus 365™ provides a data cleansing solution that allows you to DIAGNOSE (Identify) and CURE (Remove) duplicate data in your 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.
Business Intelligence (BI)
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.
Mobile Workforce Managment
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.
Business Process Automation
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.