Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
IQubz is a certified partner of Microsoft specializing in consulting services for Microsoft Dynamics CRM, focusing on integration, personalization, reporting, and analytics. They provide solutions that integrate Dynamics CRM with essential systems like ERP and eCommerce platforms, ensuring seamless connectivity for business operations. Their expertise extends to advanced data import and export processes (ETL) utilizing SQL Server Integration Services (SSIS). Additionally, they create context-sensitive reports using SQL Server Reporting Services (SSRS) to deliver tailored insights. The firm also offers customization services, developing CRM forms, workflows, and entity schema designs to meet specific client needs. Utilizing .Net technology, IQubz designs and develops custom applications, along with advanced import/export routines via Dynamics CRM web services. They also specialize in creating personalized reports and custom applications for Dynamics CRM, enabling businesses to analyze their data effectively. Moreover, they develop custom cubes that facilitate the analysis of Dynamics CRM and application data, as well as dynamic dashboards that present key information in a user-friendly browser format. In essence, IQubz empowers businesses to leverage Dynamics CRM to its fullest potential through various tailored solutions.
Description
Upbeat Membership is designed to cater to the needs of innovative organizations focused on enhancing member experiences while boosting operational efficiency. This contemporary membership system effectively addresses the challenge of achieving more with fewer resources by automating various tasks, streamlining workflows, and offering actionable insights based on data analysis. By utilizing the advanced technology of Microsoft Dynamics 365 CRM, Upbeat enhances the functionality of essential operations within membership organizations. With Upbeat, these organizations can seamlessly implement Dynamics CRM without the hassle of extensive customizations. Since it is built directly within the Dynamics 365 CRM framework, Upbeat benefits from a strong integration with Office 365 and the comprehensive suite of financial applications offered by Dynamics. Effortlessly manage the entire member life cycle, from initial application and onboarding to ongoing membership activities. Automation of routine processes, such as renewals, payments, and account cancellations, significantly decreases the burden of labor-intensive manual tasks, allowing organizations to focus on growth and member engagement. Ultimately, Upbeat Membership empowers organizations to thrive in a competitive landscape by optimizing their operational capabilities.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$59 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
IQubz
Founded
2007
Country
United States
Website
www.iqubz.com/services/dynamics-crm-integration-reporting-analytics/
Vendor Details
Company Name
Professional Advantage
Country
Australia
Website
www.upbeatmembership.com
Product Features
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
Yes
Email Reports
No
Financial Reports
No
Forecasting
Yes
Marketing Reports
No
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Product Features
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
No
Dues Management
No
Email Marketing
No
Event Management
No
Member Directory
No
Member Portal
No
Member Types
No
Membership Database
No
Nonprofit Membership
No
Payment Processing
No
Website Management
No