cobalt.netCustom CRM Software Solutions for Dynamic Organizations | Cobalt
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cobalt.net
Title:Custom CRM Software Solutions for Dynamic Organizations | Cobalt
Description:Cobalt helps associations, certification organizations, and businesses find hidden value in their customer data through tailored CRM solutions.
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Skip to main content Contact Solutions Products eCommerce Engagement Tracking Events Subscriptions Certification Membership Portals Services Implementations Training & Classes Hosting Industries Associations Certification Organizations Small to Midsize Businesses Cobalt Edge Dynamics 365 Case Studies Careers & Culture Customer Support Partnerships Transparent Contracts Resources AMS Buying Guide Videos and Webinars Release Notes Blog Search For Search Do Your Customers Expect More? Welcome to More. Flexible CRM and AMS Solutions Powered by Microsoft Dynamics 365 Associations Certification Organizations Small to Midsize Businesses Everything we build is designed to improve the experience of our customers’ customers. Huge associations, small to midsized businesses, and many organizations in between depend on Microsoft Dynamics 365 and Cobalt’s custom association management software and CRM solutions. Let’s do more for the people your organization serves. Products eCommerce Secure technology to enable credit card processing on the Dynamics 365 platform, including the ability to manage tax, shipping, and the necessary accounting functions to push data to your ERP or financial management software. Learn More Engagement Tracking Monitor critical metrics like total customer spend or engagement scores in an easy-to-consume format with a 360-degree view of customer engagement. Learn More Events Manage reception events, educational classes and webinars, massive trade shows, and meetings of all sizes with customizable registration forms, variable pricing, waitlist management, and much more. Learn More Subscriptions Manage print, email, and web-based subscriptions for newsletters, blogs, and magazines in one powerful module built to handle fees, marketing campaigns with your subscriber list, and other subscription functions. Learn More Membership Streamline the application and renewal processes for any number and combination of member types and subtypes. Manage committees, chapters, and all your membership data in one place. Learn More Certification Cobalt’s certification module is the most flexible and sophisticated candidate and certification management product on the market. Define complex initial application and recertification requirements, automate the integration with your testing vendor, and even deliver digital badges to your certificants. Learn More Portals Skip lengthy development projects with our flexible portal and web elements platform designed to create and place interactive elements such as forms, lists, and other data from Dynamics 365 anywhere on your existing website. Using SSO and our powerful user roles, you can seamlessly integrate this with your content management software, providing your customers with an amazing user experience. Learn More Services Implementation Implementing Dynamics 365 for your organization doesn’t need to be difficult. Explore our tested process and customize the implementation process to fit your needs. Training Put our extensive Microsoft Dynamics CRM/365 expertise to work for your team with in-person or online training courses ranging from the basics of how to get started to advanced topics for power users and system administrators. We can even develop a custom training plan that meets your exact needs. Hosting If you are leveraging the on-premises version of Dynamics CRM/365, but don’t want the overhead associated with hosting and managing the application, Cobalt’s hosting services can be cost-effective for large databases that require scalability and performance optimization. Satisfied Clients Latest News Browse tutorials, industry news, and resources from our blog archive. Must-Ask Questions Before Migrating to Dynamics 365 Online You know your current on-premises customer relationship management (CRM software) system needs an upgrade…. Cobalt Blog April 2, 2021 Microsoft Dynamics 365 Online: 7 Reasons to Migrate This Year There are probably some good reasons your organization has put off upgrading your on-premises Microsoft… Cobalt Blog March 31, 2021 The Importance of Surveying Members on an On-Going Basis Keeping a pulse on your membership has always been a challenge, and COVID hasn’t done us any favors. If… Cobalt Blog March 23, 2021 View All Since launching the RAMCO AMS in 2009, we have experienced tremendous adoption among REALTOR® associations. The flexibility of the Dynamics 365 platform allows us to quickly grow and adapt to the changing needs of our subscribers, and Cobalt’s additions to their own AMS layer provide additional benefits. We could not have achieved the success we enjoy without the power of the underlying platform and the dedication and expertise of the Cobalt team. Mike Cutlip, Director, REALTORS® Association Management Cooperative (RAMCO) Delivery Express needed a cost-effective, no-code solution to automate our carrier application process and Cobalt came through with a great solution built on Microsoft Dynamics 365. Cobalt’s expertise saved us a lot of time and money. If you’re looking for a Dynamics 365 partner you can trust, Cobalt should be at the top of your list. Mike Moraski, Chief Information Officer, Delivery Express, Inc. Cobalt is exactly the type of partner we were looking for when we upgraded our CRM system. They are responsive, knowledgeable and take pride in the solutions they build. Cobalt Membership Dynamics has allowed DCI to take our member self-service portal to the next level and we couldn’t be happier with our choice. Andy Hafer, CEO, Dynamic Communities, Inc. Get Industry News and Notes that Matter Sign up for Cobalt emails and we’ll send you a curated selection of tutorial videos, articles, news, webinars, and more that will help you get more from Dynamics 365. Choose Some Topics * Associations Certification Organizations Small-to-Midsize Businesses Tutorials & Webinars Email * Products eCommerce Engagement Tracking Events Subscriptions Membership Certification Portals Services Implementations Training & Classes Hosting Industries Associations Certification Organizations Small to Midsize Businesses Cobalt Edge Dynamics 365 Case Studies Careers & Culture Resources AMS Buying Guide CRM Snapshot Intelligent Query Blog Contact 1-888-4-COBALT sales@cobalt.net facebook Youtube Twitter LinkedIn Instagram Subscription Preferences Client Portal Privacy Policy ©2021 Cobalt...
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