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What is SOLIDWORKS Enterprise PDM?

This company teams up with Chinese VARs to deliver pre-sales consulting alongside implementation services. It focuses on developing SOLIDWORKS Enterprise PDM add-ins and supports the integration with a variety of systems, such as ERP solutions. Through its collaboration with VARs in China, the organization significantly boosts its consulting and implementation capabilities. New Dimension Systems is recognized as a top provider in the CAD outsourcing industry, dedicated to technology development, integration, data conversion, customization, and content generation related to CAD. The SOLIDWORKS PDM Professional application utilizes Microsoft SQL Server Standard to achieve exceptional performance and adaptability, integrating effortlessly with numerous authoring tools, which include third-party CAD software and Microsoft Office applications. This all-encompassing strategy not only enhances productivity but also guarantees a smooth workflow across diverse platforms. Furthermore, by maintaining strong partnerships within the industry, the organization continues to innovate and improve its service offerings.

What is SmartOffice CRM?

To thrive as a financial advisor, it is crucial to improve your clients' financial conditions in a manner that highlights the worth of your expertise. This entails gaining a more profound understanding of their financial realities and requirements than they might have themselves. Implementing an advanced technology solution can yield essential insights that enhance your ability to analyze, assist, and engage with your clients more effectively. SmartOffice, a customer relationship management (CRM) platform from Ebix, is tailored to support financial services professionals in managing these critical tasks. Its comprehensive features make SmartOffice a key element of your practice's infrastructure. The platform's modular architecture allows customization to meet the unique needs of nearly any business structure. Furthermore, SmartIntegrator provides your IT team with the tools to integrate various systems with SmartOffice smoothly, leveraging its open API for customized connections to both internal and external applications. By utilizing these sophisticated tools, you can significantly boost your service capabilities while simultaneously fortifying your client relationships. Ultimately, investing in such technology not only enhances operational efficiency but also fosters a deeper trust between you and your clients.

Media

Media

Integrations Supported

MIE Trak Pro
MoneyGuidePro
OmegaCube ERP
OpenBOM
Predator Software
RightCapital

Integrations Supported

MIE Trak Pro
MoneyGuidePro
OmegaCube ERP
OpenBOM
Predator Software
RightCapital

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

SOLIDWORKS

Date Founded

1993

Company Location

United States

Company Website

www.solidworks.com/es/product/solidworks-pdm

Company Facts

Organization Name

Ebix

Date Founded

1989

Company Location

United States

Company Website

www.ebix.com/smart-office

Categories and Features

Product Data Management

Bill of Material Management
Document Management
Formula Management
Product Analytics
Product Lifecycle Management
Testing Management
Version Control

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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