Solutions

Exelblue offers you a wide selection of intelligent business applications that help you empower your employees, engage customers, and optimize operations.

 

We use the best technology to provide your business with innovative solutions that enhance business performance and business intelligence with accuracy and visibility of information

TRANSFORM YOUR BUSINESS

Automation

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Xpertdoc for Microsoft Dynamics 365

Simplify, Optimise and Automate Your Documents in Microsoft Dynamics 365

Xpertdoc is an automation solution that can be integrated seamlessly with Microsoft Dynamics 365, allowing you to generate, manage, store, and deliver business documents on auto-pilot. It enables you to design document templates, as well as visually model and deploy document workflows using data stored in your Dynamics 365 or in Xpertdoc's web-based Smart Forms.

EAse of USE

Create great looking documents with just a few clicks. It has a modern and responsive user interface (UI) that allows for clear and straightforward navigation. enabling users to easily and efficiently accomplish their document generation tasks both on the web and on connected mobile devices.

Centralized management 

Xpertdoc for Microsoft Dynamics 365 includes a centralized management console, enabling users to access and manage project settings, controls, configurations, and flow errors. With an integrated reporting interface that offers detailed insights in adoption, usage and performance.

CONDITIONAL DOCUMENT FLOWS

Build visual automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, creating Notes and Activities with attached documents, and storing generated documents in Xpertdoc Content Manager, Microsoft Dynamics 365 or SharePoint.

EASY TEMPLATE DESIGN

Non-technical people can easily create advanced templates with Xpertdoc's Composed templates, called “compositions”, that can be dragged and dropped into a document body, header, footer, and insert zone during template design.  

Ready to transform your business? Get in touch and request a free trial now.   

 

An easy to use automated marketing solution natively built into Dynamics 365 - featuring access through Dynamics interface and data stored in your CRM database.

email marketing

Create and send bulk HTML emails with all send, open, click, and bounce data reporting at the mailing (aggregate) and individual level.

campaign automation

Build multi-channel, automated campaigns, nurture (drip) marketing campaigns, engagement campaigns, new customer onboarding , and much more.

lead scoring

Track individual visitor activity on your website, each visitor accumulates a score based on his or her visits, page views, and more.

event management

Integrations with GoToWebinar, WebEx, Eventbrite and Cvent bring event, registration and attendee information automatically into Dynamics 365. 

surveys

Easily create surveys with ClickDimensions in Microsoft Dynamics 365. Surveys can be emailed to leads, contacts and accounts, and may even be linked to case records.

reporting

Maximize the convenience of having ClickDimensions native inside Microsoft Dynamics 365 through integrated reporting.

landing pages

Create landing pages within Dynamics CRM, embed forms and surveys in the landing page to create interactive marketing campaigns.

web forms

Create web forms with our drag-and-drop designer. All of the data the visitor submits on the form is linked to their CRM record or create new ones.

web intelligence

Discover who is interested in your products and services because you will see the actual web activity of anonymous and identified visitors on your website.

Text messaging

Send text messages in bulk and from Microsoft Dynamics CRM workflow.

social marketing

From social posting to social sharing to social discovery, tap into the power of social media. Make social an integrated part of your marketing, sales and customer service initiatives

Ready to transform your business? Get in touch and request a free demo now.