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AbilityCRM
Encompix Integration
AbilityCRM
15029 N. Thompson Peak Parkway
B111-424
Scottsdale, AZ 85260
jmarzola@abilitycrm.com
www.abilitycrm.com
480-726-5400
2
Consona ERP
AbilityCRM
!   Business Partnership since 2005
!   2008 Consona Connect
!   2010 Consona Connect
!   Regional User Group Participation
!   AbilityConnect CRM to ERP Integration Interface
!   Made2Manage – SalesLogix and Dynamics CRM
!   Intuitive – SalesLogix and Dynamics CRM
3
AbilityCRM
AbilityConnect Support
!   AbilityConnect Software Maintenance and Support
!   Current ERP and one revision back
!   Update of Integration within 60 days of commercial
release of software
!   CRM Help Desk Support M-F, 8:00-5:00 Arizona
!  Telephone and email
!  Other support plans available
4
AbilityCRM
!   Established in 1998
!   CRM Software, Consulting, and Migration
!  Dynamics CRM
!  Sage SalesLogix
!   Microsoft Hosting Partner (www.alwayson-crm.com)
!   Integration (CRM to ERP)
!  Consona, Oracle, PeopleSoft, GP, SL
!   CRM Add-ons / Plug-ins
!  Dashboards
!  Sales Methodology
!  CTI Integration
5
AbilityConnect
Encompix – Dynamics CRM
Encompix Integration Dynamics CRM
Customer Accountbase, contactbase
Customer-co Accountbase, contactbase
Custcont Accountbase, contactbase
Custship Accountbase, contactbase
Custship-co Accountbase, contactbase
So-hdr Salesorderbase
Job-hdr Salesorderdetailbase
Item Productbase, productassocation,
productsubstituion,
productpricelevelbase, discountbase,
discounttypebase
Item-co Productbase, productassocation,
productsubstituion,
productpricelevelbase, discountbase,
discounttypebase
Dynamics CRM with ERP
6
Dynamics CRM with ERP
7
Dynamics CRM with ERP
8
Dynamics CRM with ERP
9
Dynamics CRM with ERP
10

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AbilityCRM - Encompix Integration with Dynamics CRM

  • 1. 1 AbilityCRM Encompix Integration AbilityCRM 15029 N. Thompson Peak Parkway B111-424 Scottsdale, AZ 85260 jmarzola@abilitycrm.com www.abilitycrm.com 480-726-5400
  • 2. 2 Consona ERP AbilityCRM !   Business Partnership since 2005 !   2008 Consona Connect !   2010 Consona Connect !   Regional User Group Participation !   AbilityConnect CRM to ERP Integration Interface !   Made2Manage – SalesLogix and Dynamics CRM !   Intuitive – SalesLogix and Dynamics CRM
  • 3. 3 AbilityCRM AbilityConnect Support !   AbilityConnect Software Maintenance and Support !   Current ERP and one revision back !   Update of Integration within 60 days of commercial release of software !   CRM Help Desk Support M-F, 8:00-5:00 Arizona !  Telephone and email !  Other support plans available
  • 4. 4 AbilityCRM !   Established in 1998 !   CRM Software, Consulting, and Migration !  Dynamics CRM !  Sage SalesLogix !   Microsoft Hosting Partner (www.alwayson-crm.com) !   Integration (CRM to ERP) !  Consona, Oracle, PeopleSoft, GP, SL !   CRM Add-ons / Plug-ins !  Dashboards !  Sales Methodology !  CTI Integration
  • 5. 5 AbilityConnect Encompix – Dynamics CRM Encompix Integration Dynamics CRM Customer Accountbase, contactbase Customer-co Accountbase, contactbase Custcont Accountbase, contactbase Custship Accountbase, contactbase Custship-co Accountbase, contactbase So-hdr Salesorderbase Job-hdr Salesorderdetailbase Item Productbase, productassocation, productsubstituion, productpricelevelbase, discountbase, discounttypebase Item-co Productbase, productassocation, productsubstituion, productpricelevelbase, discountbase, discounttypebase