SMS Central for communication between Dynamics SL and your field service and sales

There are many times where someone out in the field doesn’t have access to a field service app.  Or doesn’t need one.  SMS is one of the easiest ways for relaying information.

SMS Central

Catalina Technology’s SMS Central now automates communication between systems like help desks, dispatch, CRM, service, and others by giving two-way communication between the technician or sales guy, in the field, and your back-office system.

This means that you can send dispatch SMS notifications and the person receiving those SMS messages can then respond to them by simply replying to the text message.  SMS Central will update the back-office system based on the mobile user’s SMS reply.  All without any special app.

1. Create a service call in your dispatch or other system

  • Create a service call, sales opportunity, customer service case, etc. in your back-office system system like you always do.
  • Assign it to one or more people.
  • SMS Central will automatically pick this up, from your system, and send as an SMS Text Message to the assigned people.
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2. SMS Central then automatically sends an SMS message, from your back-office system, to the assigned person

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  • Send to any phone with SMS (even including old flip phones).
  • Can be done hands free with Siri, Cortana, or Google Assistant to do voice response of texts!
  • Customize the messages that are sent out.
  • Your field personnel can actually respond to the SMS message with customizable acceptable responses like “Yes”, “No”, “In route”, “can’t make it”, or any other response you want.
  • If the person doesn’t respond to the message, SMS central has routing and escalation capability to send to others.
  • Responses can even include pictures, files, video, GPS coordinates, or other attachments.  SMS Central will save this for you.

3. SMS Replies are automatically routed back to your system!

  • Your system is automatically updated based on the response that was sent back.
  • Any additional replies to this SMS text thread will be logged as notes or history in your system.
  • Attachments such as pictures, files, video, voice, and GPS coordinates will be stored and tied to the service call.
smsHistory

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Catalina still doing DSLUG Deep Dive ONLINE since Irma is keeping us out of Tampa

DSLUGCatalinaDeepDive2

Hurricane Irma may have put a damper on things for the DSLUG conference in Tampa.  But Catalina is still going to do their Deep Dive presentation ONLINE.

 

Since many of you cleared your schedules during the week of the 12th, for the conference, we are going to do our Deep Dive as planned (but Online).

Join us for our ONLINE Deep Dive on Sep 12, 2017 at 3:30 PM EDT.

Register now for free!

https://attendee.gotowebinar.com/register/3306754117949755393

After registering, you will receive a confirmation email containing information about joining the webinar.

View System Requirements

Deep dive on Integrating SL with CRM, Ecommerce, Helpdesk, Time Card Entry, IoT (Internet of Things) integration with Dynamics and other systems, online billing portal for your customers, and more.

Catalina’s Online Bill Payment allows you to get paid quicker by your customers, allowing them to login to a portal and pay their invoices.  There is also auto-pay, which will automatically pay invoices, as they are generated.  All of this using a PCI compliant secure system that minimizes your risk since you never handle credit card information.

Showing our IOT integration to Dynamics and other systems

Many of you may already have (or thinking about) an IOT (internet of things) initiative.  Catalina will be showing our latest customizable IOT devices and how you can monitor your equipment, properties, construction sites, etc.  (or your customer’s), and then automatically route data to your CRM, field service, dispatch, or other systems to take action or store auditing data for reports and more.

Integrate to existing proven solutions!

Learn how to get quicker return on investment by enabling Dynamics SL to integrate to existing proven solutions like: Salesforce.com, Dynamics CRM, Zendesk, and more for your CRM, Helpdesk, Time Card Entry, Ecommerce, etc.

More Information:  http://www.catalinatechnology.com/?CTAPI

Integrate to existing Solutions

  • Salesforce.com
  • Dynamics CRM
  • Shopify
  • Magento
  • Zendesk
  • Service Max
  • IoT: send Internet of Things data to Dynamics SL
  • Azure message, event, and IoT hubs
  • More: Our customers have used our API for integrating many other systems

Dynamics SL Modules

  • Sales Orders
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • PO/PO Receipt
  • Shippers
  • Inventory
  • Service Module
  • Project Controller
  • Custom: We are always building new and custom integrations to SL

 

Catalina Technology is a proud sponsor of the Dynamics SL User Group Conference 2017

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Catalina Technology is a proud sponsor of the Dynamics SL User Group again this year.  Visit us at booth #18.

Deep dive on Integrating SL with CRM, Ecommerce, Helpdesk, Time Card Entry, and IoT (Internet of Things). 

Come visit our deep dive on Tuesday, September 12th at 3:30PM. 

Catalina’s Online Bill Payment allows you to get paid quicker by your customers, allowing them to login to a portal and pay their invoices.  There is also auto-pay, which will automatically pay invoices, as they are generated.  All of this using a PCI compliant secure system that minimizes your risk since you never handle credit card information.

Showing our IOT integration to Dynamics and other systems

Many of you may already have (or thinking about) an IOT (internet of things) initiative.  Catalina will be showing our latest customizable IOT devices and how you can monitor your equipment, properties, construction sites, etc.  (or your customer’s), and then automatically route data to your CRM, field service, dispatch, or other systems to take action or store auditing data for reports and more.

Integrate to existing proven solutions using Catalina’s API for Dynamics SL!

Learn how to get quicker return on investment by enabling Dynamics SL to integrate to existing proven solutions like: Salesforce.com, Dynamics CRM, Zendesk, and more for your CRM, Helpdesk, Time Card Entry, Ecommerce, etc.

 

More Information:  http://www.catalinatechnology.com/?CTAPI

 

Integrate to existing Solutions

  • Salesforce.com
  • Dynamics CRM
  • Shopify
  • Magento
  • Zendesk
  • Service Max
  • IoT: send Internet of Things data to Dynamics SL
  • Azure message, event, and IoT hubs
  • More: Our customers have used our API for integrating many other systems
Dynamics SL Modules

  • Sales Orders
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
  • PO/PO Receipt
  • Shippers
  • Inventory
  • Service Module
  • Project Controller
  • Custom: We are always building new and custom integrations to SL
Catalina’s IOT Integration with Dynamics and Other Systems

Catalina’s IOT Integration with Dynamics and Other Systems

Integrating IOT to your Dynamics ERP, Dispatch, Service, CRM or other system allows you to act quicker to your customer’s service needs

formfactor

Cloud Enabled Solutions

Devices communicate through gateways to the cloud and routed to your ERP, CRM, Dispatch, Helpdesk, or other system

Custom Form Factor Devices

Sensors and actuators can be customized to fit your requirements!

  • Encryption to maintain integrity
  • Low power options
  • Integrate to your existing systems
  • Manage security centrally
  • Bidirectional communication between device and cloud
  • Bridge local (and/or disconnected systems) via gateways
  • Support for many transports (cellular, WiFi, 3G, Sigfox, etc.)

HVAC • Facilities Management • Construction

Service • Energy • Asset/Vehicle Monitoring

Agriculture

Desktop and Small Scale Fabrication Will Change the Supply Chain and Manufacturing

Desktop and Small Scale Fabrication Will Change the Supply Chain and Manufacturing

I have recently been experimenting with my X-Carve CNC router and 3-d Printer realizing that manufacturing and the supply chain will change drastically as these technologies mature.  You can see some of my experimenting here:

I have a feeling that this decentralized fabrication could really disrupt traditional manufacturing.  Where the “scarcity economy” will no longer be relevant when you can make anything you want from recycled feed stock through 3d printers, wet printers (for meds, food, etc.), and other fabrication devices.  If you covet a shirt that someone else has, just take a scan of it and print it.  No need for going to the store or even Amazon for that matter.

You may say that someone needs to supply the 3d printers.  Well, even printers today are often made with parts that were printed on a 3d printer.  Just like robots can fix and build other robots, 3d printers can print new printers.

If we, the consumer, can start to manufacture the products we now buy from others, what will happen to the actual manufacturers?  What happens to the Mattel Toys or Lego who makes billions off of selling plastic toys that can easily be printed in ones own home?  (NOTE:  I used to work for Mattel in the early 90’s)  Will there be a compensation model for the R&D work that these companies typically spend a fortune to create and protect.  Could it become just like the music industry, where they fought and litigated against kids making mp3 equivalents of mix tapes?

Or maybe products will just be licenses that are paid for but then manufacturing is done locally?  Or will it evolve into something more like an open source sharing economy?  Where individuals create, share, barter, and sell their ideas with each other without the need of monolithic corporations?

In the 90’s, we saw the internet as a democratization of information, communication, and commerce.  Where small entities and individuals could operate without a lot of central control.  But eventually large companies rose out of that and dominated (Facebook, Google, Amazon).  Maybe there will be someone who figures out how to capitalize on this and become the Facebook in the world of home-fabrication.

All I know is that this is an exciting time for someone who likes to make things.  I don’t know how this will affect the economy of tomorrow.  What I am hoping is that this decentralized model of manufacturing continues, giving us all more control over what we consume.

Attention Catalina Customers using PayflowPro (Update required by June 30th)

Attention Catalina Customers using PayflowPro (Update required by June 30th)

Effective June 30th, 2017 Paypal will move their systems to require TLS1.2 for all transactions.

More info: https://www.paypal-knowledge.com/infocenter/index?page=content&widgetview=true&id=FAQ1914&viewlocale=en_US

This means that if you are using payflowpro for creditcard or check processing with any Catalina Technology Application (OrderCentral, SalesCentral or AccountCentral) you might be in need of an updated build.  If your system is not updated, credit card transactions on your system may start to fail effective June 30th.

If you require an update for your Catalina ecommerce, online payment, or order entry systems, please contact us support@catalinatechnology.com