CRM FOR CARE SERVICES
Soluzione can enable healthcare organizations build a Patient-Centric Model. Our solution built on Dynamics 365 CE can enhance Patient Experience with a simplified rendition of medical care, automated communications and better information transparency with proactive after-care relationships. Our solution helps build positive Patient sentiments & sustain trust. Soluzione leverages the Dynamics 365 CE platform to optimize various aspects of care coordination, patients & provider segmentation based on EMR data. It enables the management of the care continuum of all patients leveraging the entire customer engagement solution within Dynamics 365 CE.
Our customized workflows adds another layer of rich feature set in the base Dynamics 365 functionality. It provides a fully customized workflow ribbon to helps manage the special needs of your health organization. The solution enables entities to record patient data, appointments, procedures, nutrition orders, Care Plans, and a multitude of other functions.
- Real-time dashboards for 360 degree Patient information
- Edit and update the new/past tasks
- Smart scheduling with skill-based assignments
- Recording of all customer interactions- Calls, Tasks, Activities & Appointments
- Scan and upload the documents to the SharePoint
- Data capture through Polls, Forms & Questionnaire.
- Integration with other 3rd Party Applications
- Care funding estimations
- Automatic reminder, alerts and scheduling features
CRM FOR NOT-FOR-PROFIT / NGOs
Soluzione provides Nonprofits with solutions based on entities and attributes that nonprofits commonly use for constituent management, fundraising, awards, program delivery, Events and impact tracking. Entities include but donor commitments, designations, transactions, awards, disbursements, delivery frameworks, results, indicators, benefit recipients, Memberships, Donors and more. Our solution combines standard Dynamics 365 entities with entities that are customized specifically for nonprofit use cases to help you build a custom nonprofit industry solution.
- Awards
- Constituent
- Fundraising
- Program Delivery & Impact Tracking
- Hassle-free information is security
- It automates the process while lowering overall cost
CRM FOR EDUCATION
SolzEBM is a Student Management System from Soluzione. Its implementation helps transform your institution into a true “student centric” and responsive organization. SolzEBM is a complete solution which gives student management, student administration and a complete information system for Education organisation. It is an absolute solution which brings a fresh approach to operations as it is a cloud-based student management software which makes it distinct from all others.It delivers a consistent, responsive and personalized student experience. It is key to drive revenue growth, staff productivity and compliance.
- Manage end to end student’s lifecycle like their academic and recruitment report
- Manage class timetables, attendance, enrollments
- Extensive messaging, alerts and notifications for students and parents
- Maintain and Publish online Fee records
- Manage Recruitment Process end-to-end
CRM FOR DIRECT MARKETING
DistributionDesk CRM for Leaflet and Direct Marketers enables business managers to book Orders, Jobs, Invoices & manage payrolls without performing repetitive tasks and working with multiple spreadsheets, emails and scribbles. With few clicks, one can retrieve schedules, Tasks and generate required reports or view relevant dashboards. It undoubtedly saves time in planning deliveries and do more. DistributionDesk presents a fresh smart approach to managing leaflet distribution and printing business by providing a unified view across all activities of managing customers, jobs, schedules and staff. It keeps all the present and past records of the company including the employee’s performance and maintains the record of the payroll with the bonus details. It covers complete sales cycle viz. Lead, Opportunity, Bookings, Invoices, Payments, etc. Here,
- Manage shifts and task force
- Monitor availability online and get notifications regarding upcoming shifts
- Supervisor can monitor and give feedback online
- Intuitive reports and Dashboards
- Integrate with third-party accounting software using Xero, GPS trackers, Mail and SMS applications
- Manage complete sales life cycle to help you in projections and upcoming revenues
- Maintain customer information, accounts and contacts with ease
CRM FOR TRAVEL AND TOURISM
Travel and tourism is an ever booming industry. ‘Soluzione’ has created solution for the industry built on Microsoft Dynamic CRM that gives information related to the company on a single platform to the customers. Our travel agency management software enables your organization to achieve more thanks to the combination of standard Microsoft Dynamics 365 & our travel industry-specific customization’s.
Our experts design software with the latest techniques and tools that shows booking portal, availability of a number of seats or rooms, various offers given by the company and other related information.
It maintains the record of the passengers or customers with the proper time. It also helps to maintain the staff’s record by displaying their time shift. With an increasing number of customers, our major objective is to help our clients to maintain proper records and help them turn their leads into clients.
Our experts designed it to fulfill customers present and future needs. These include Core CRM Customization, custom entities, workflow, plugins, CRM dashboard, and Report and Custom Utilities for importing leads from multiple sources. It helped them to increase productivity by increasing the growth of their business and to achieve customer satisfaction.
CRM FOR EVENT MANAGEMENT
Event Management is considered as a creative job but it carries a lot of planning, resource identification and allocation, implementation. They have to maintain records of their clients, vendors, freelancers, speakers while maintaining orders, invoices, employee’s details, etc. Our services help to manage the things in proper order through our application build for event management. It gives a platform to both the managers and volunteer team to work together. It helps to maintain the interactions and relationship with the clients. Benefits of using Event Management Application –
- It gives easy access to the people as they get to know about the events their clients have attended. The event managers also get the medium to update the customers about their services and new ideas
- Allotment of work to their members during various events becomes very easy
- On a single platform, you can bring all the resources, allocate them optimally, allocate needful budget, manage staff, their calendar and events
- It also allows you to create ticketing, free passes and other finances in the same platform
CRM FOR PROPERTY MANAGEMENT
The work of property management is to manage the work by focusing on tenant relations and maintenance. They have to maintain industrial, commercial, and real estate records. If we talk about a community, it is a difficult task to maintain the electricity bill, maintenance of collection record, water supply bill, numbers of people living in the society, number of vacant homes, entry and exit time of the unknown person, and many more.
It is also difficult to file a complaint of society. For example, if a block or a particular house faces a leakage problem in their house, they have to complain about it to the owner. It becomes a difficult task for them to update the details of each and every person.
The owner is responsible to keep the record up-to-date by preparing a separate file for it. To reduce this effort, our team has designed a solution to Dynamics CRM that helps to maintain online records of the society members. CRM plays a significant role in property management. It allows you to keep the past and present buyer’s record under one roof. Through CRM.
- Solution manages all the home owners, associations, tenants of various properties in single platform
- There is a web portal for each to log complains, check status and do payments
- Unified Service Desk is integrated for Customer Care Executives, immediate action
- L1, L2 and L3 escalation model for Support
- Case creation can be done manually, email, phone call
- Complete Case management process
- Dashboards for various users in CRM as well as portal
CRM FOR WEALTH PLANNING
Financial service is a wealth management solution for planning money matters. Financial Services is aimed to help the Financial Advisors to plan Finances and Wealth of their clients. It is aimed to get present status, their future plan and how the money needs to flow. The solution is built on Dynamics CRM and prepares Statement of Advice for their clients. Through Financial Advisory CRM solution-
- You may capture current status of the client through simple questionnaire
- The future plan of the client, their vision and retirement planning is also captured
- Complete details of family and their income and other inputs are taken with ease
- Several calculations are run in the background
- A 60 – 65 page Statement of Advise (SOA) is generated.
- Besides this Customer data is maintained
- Complete Sales cycle is managed with ease
CRM FOR TELECOMMUNICATION & MANAGED IT SERVICES
Telecommunication is the medium of exchange of information through telephones (wired or wireless), optical fibre, microwave communication, satellite, radio and television broadcasting. In telecommunication industry, a series of problems are faced by the workers eg. data problem, security and fraud. Our team at Soluzione developed software based on Microsoft Dynamic CRM and external Web Portal on Windows Azure that helps to deal with the problem. Our experts work to simplify, secure a centralize the information for an easy access. We help companies to increase their sales as the competitors are just click away.
- Core CRM customization such as Entities, Workflow, and Plugins etc.
- Extensive SSRS reports and dashboards
- Configurable Web Services for S2S integrations
- Windows Azure-based client portal
- Increase sales
- Expand business
- Competitive analysis
- Spread the information quickly and smoothly
- Reduce the risk of missing and resolving the issues of the customers
- Give the immediate feedback
Our knowledge is wider than the spectrum of industries listed above. Which industry do you belong to? Reach out to us with your scenario
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Soluzione is a Team of Experts and we specialize in delivering Microsoft Business Applications through our technical expertise, understanding of varied domains with extensive experience of our team and deep passion for customer satisfaction. We believe in highest level of quality and partnership more than service to customers thus building great relationships not just for a project but for a lifetime.
