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What is ProCTI?

Connect your Skype for Business (formerly known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to effectively log information on all incoming and outgoing calls. You have the flexibility to choose what information is visible for each call in ProCTI. With a simple click, you can access vital details such as contact information, service cases, email addresses, and current contracts! You are also able to create leads, contacts, tasks, notes, emails, and activities related to the caller. Moreover, you can initiate or redirect calls, manage your upcoming appointments, and search for leads, contacts, and companies, all within the ProCTI platform. The intuitive management system allows different levels of access to your data based on user roles, ensuring security and efficiency. The standard ProCTI version is designed to work with multiple Microsoft Dynamics iterations, Uniconta, and Computer Telephony Integration (CTI). Capitalize on the extensive features offered, which include displaying contact details, company names, notes, activities, service cases, email addresses, credit limits, and active contracts, among others. This integration significantly boosts productivity and optimizes communication processes within your organization, ultimately fostering a more connected workplace. Embrace the possibilities that come with such a robust integration to enhance your team's performance.

What is Marketing4Dynamics?

Marketing4Dynamics seamlessly connects Dynamics 365 CRM with Mailchimp, enabling the synchronization of customer data and marketing statistics between the two platforms for easy access to vital information without switching between applications. With Dynamics 365 CRM, users can gain comprehensive insights into their campaigns and member interactions, which facilitates more effective planning and execution of marketing strategies while enhancing overall productivity within the CRM system. Key Features: - Synchronization of Mailchimp Data to CRM – This feature enables the mapping of Mailchimp audiences and tags, along with their members, to the Dynamics 365 CRM Marketing List. - Data Transfer from CRM to Mailchimp – It allows the synchronization of the Marketing List from CRM, including its members such as Contacts and Leads, to Mailchimp. - Campaign and Activity Synchronization – This functionality supports the transfer of campaign details and member activities (like Opens, Sent messages, Clicks, Unsubscribes, and Bounces) from Mailchimp back to Dynamics 365 CRM. - Dashboard and Reporting – Users can effectively monitor and analyze campaign statistics sent to their subscribers, aiding in informed decision-making and strategy improvements. - Overall, this integration enhances both systems' capabilities, making marketing efforts more streamlined and productive.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Mailchimp

Integrations Supported

Microsoft Dynamics 365
Mailchimp

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Provaria

Company Location

Austria

Company Website

www.proaddon.com/en/addons/procti/

Company Facts

Organization Name

Inogic

Date Founded

2006

Company Location

India

Company Website

www.inogic.com/product/productivity-apps/mailchimp-dynamics-365-crm-integration-marketing-4-dynamics

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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