You’ll have all the data and power you need to make intelligent business decisions, create a seamless customer experience, and extend Dynamics 365 to include e-commerce capabilities when you employ Cobalt’s Engagement Dynamics. We’ve combined deep capabilities with Microsoft Dynamics 365 to offer a robust CRM solution for today’s business challenges.
Customers can set up and manage information with online profiles and preferences. Your team will be able to use standard entities for states, provinces, and countries; refine customer pricing; and measure customer engagement with the factors you determine.
Manage meetings of all sizes — from massive trade shows to receptions. Features include customizable registration forms; an online calendar with permission-based views and one-click access to event registration; varied pricing for different customer segments; waitlist with auto updates; group registrations with a single transaction; and registration cancellation with date-driven fees.
Track prerequisite and continuing education requirements; set up webinars and multi-class courses; and create a query-based fee structure. Features include varied pricing for customer segments; event calendar with one-click access to class registration; upcoming classes page; customizeable registration form; waitlist with auto updates; and instructor profile management.
Let your customers subscribe to your newsletter, blog, or magazine; or set up paid access to areas of your existing website using our single sign-on capabilities. Features include query-based subscription fees; online subscriber management; management of print, email, or web-based subscriptions; and ability to conduct marketing campaigns with subscriber lists.
E-commerce functionality is tied to our meeting, education, and subscription modules. You’ll be able to process credit card payments and refunds in real time, both from the CRM and the customer portal; manage tax and shipping; schedule payments; set up a complete online store; and complete bulk processing of payments.
Our accounting module integrates with most commercial financial management software and includes the ability to map existing general ledger accounts to Dynamics 365. You’ll also be able to tailor reports for revenue and accounts receivables insight; manage deferred revenue recognition; and track tax, shipping, and discounts.
Get a 360 degree view of everything your customer is doing in an easy to consume format. You’ll be able to track customer engagement, total customer spend, and formulate engagement scores with parameters you designate.