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Use Case – Customer 360

Deliver a complete view of your customer without code.

The true picture of your customer is more than what’s in your CRM.  eOne provides the tools for you to connect your customers’ ERP data with your customer systems.

Get a single source of truth in CRM for everyone.

Service better with relevant, actionable data in your helpdesk.

Combine your customer data to optimize your campaign impact.​

Rid the errors and wasted time spent on finding answers.

Let’s get rid of the app language barriers for all, okay?

With the symphony of data in motion, decisions are faster, opportunities are seized, and growth is exponential.

One view of your customer

Give your team one view of the data that matters for how they make decisions and engage with your customers.  Embed or completely integrate recent payment information, products owned, recent support tickets, product usage, engagement from communications, and more using Popdock’s widgets.

User-Driven Reporting & Analytics

With all your user data in one place, analyze the entire customer data, find opportunities, and use it to make data-driven decisions.  Utilize Popdock’s reporting to view insights and create advanced queries across multiple sources to publish an API to consume in other analytics tools.

Advanced Audience Segmentation

The more data points you can use to get the right audience, the better your campaign results will be.  Popdock’s cross-app reporting allows you to bring data together from multiple sources and create a real-time advanced query to get your list right.  Export to Excel or feed it to your system for your next campaign using SmartConnect integration.

Personalization

Create personalized experiences based on customer data that’s integrated with your systems.  A data integration strategy to have the right data in the right places will ultimately allow you to deliver relevant content and dynamically insert data accurately in your email, SMS, push, and on-site experiences.  eOne’s data integration tool, SmartConnect, allows you to generate data between your apps at the right time.

Ad Optimization

Targeting the right customers leads to better conversion and not wasting your ad spend.  Use Popdock to create your initial lists and segmentation, so your messaging is matched with your most relevant audience or you’re able to suppress the right audiences.

Data Enrichment

Allow your support and sales teams to make data-driven decisions, append data, and take action-based insights that Popdock widgets can provide using a real-time look at external relevant data.   For example, allow a CRM user to view tickets from your helpdesk and add a note from a recent customer conversation, so it flows over to the helpdesk system.

Give your team the competitive edge with your Customer 360 use cases & connected data.

Tools that accelerate your delivery.

Integrate. Migrate. Report | Powerful. Flexible. 100% configurable.

File integration

Seamlessly refresh your Excel reports and effortlessly push data from Excel to your desired destination with just a click.

Multi-system integration

Generate data exactly when and where you need it, connecting your cloud and on-premise apps. No coding required.

Virtual integration 

Make your data easily accessible and presentable within your app. Embed data as list views, card widgets, graphs, summaries, and more.

Data migration

Archive and access historical data, existing reports, and databases using Popdock. Quickly combine data between your old and new app for comprehensive insights.

Data lake management & access

Store any data in a data lake and use Popdock as the gateway for users to access, report, and share data in real-time.

Self-service reporting

Empower users to find answers to their data questions with intuitive real-time reporting. Users can query data across apps, create and share favorites, apply filters, group data, and more.

Cross app reporting

Unlock better insights and work smarter by combining data from multiple apps. Use custom list reporting to join, merge, compare, and summarize data from various sources.

Embedded reporting

Embed Popdock widgets of external or related data, giving users quick access to their favorite reports and providing them with interactive options.

FAQ’s

Popdock is a universal query engine that can be used by end users across all business systems. Popdock allows those configurable queries to be displayed in a number of ways: Via Popdock’s web browser UI, in Microsoft Excel as refreshable reports, embedded within another business application where users prefer to work, as connected sensitive data snippets for end users or consumed as an API by your developers.

Businesses use many applications, which means business-critical data is stored in many locations. Traditionally companies would physically move data from one database to another to share data across applications. This can be a difficult process that results in duplicated or missing data. Virtual Integration refers to connecting apps without the heavy lift of moving the data. Virtual integration allows you to share data across apps by simply displaying any data from any app, inside any other app. Virtual integration makes sharing data across the organization a much simpler and streamlined process. With better data, the whole team is smarter.

Most modern software allows access to their application data through an API (Application Programming Interface), with the industry standard being a REST API. To use an API you really need to be a developer that can understand API documentation and then be able to write code to call and consume the data provided by the API.

Popdock provides API access to non-developers. With Popdock’s REST Service connector, you can make connections to any application with a REST API without needing to know any programming language.

Popdock widgets are embeddable objects and allow you to present data, from any data source, inside of the app you work in. This is all done without writing a single line of code. Widgets have options that can be turned on/off that allow users to add filters, view related details, search, add columns, and even take action on a record (examples: open a record, run a process, or update information). Widgets help see the data you need to do your job, without switching apps.

SmartConnect provides data integration between business applications. SmartConnect is an iPaaS (integration platform as a service) that is designed for the technical end user, IT team, and systems analysts. The SmartConnect platform gives you control to build, modify, and manage the integrations that connect your business software together.

Smartconnect is a cloud integration platform. Smartconnect can also be deployed as an on-premise solution. A subscription to SmartConnect gives you license rights to deploy your integrations either on-premise, in the cloud, or both.

SmartConnect was originally built with ERP integration at its core. Accounting systems and ERPs are in our DNA. We believe that ERPs are the backbone of every business, and we specialize in importing and exporting data to your accounting system. We have also become experts at integrating to and from every business productivity software including eCommerce, industry verticals, CRM systems, custom applications, legacy applications, and cloud applications. The SmartConnect platform is so configurable that you can connect any and all of these systems together even if there is no ERP integration involved.

Unlimited. Create as many integrations as you’d like.

No, you create the connection once, and then you may integrate with that connection as many times as you’d like using it as a source or a target.

The SmartConnect.com app is hosted in Microsoft Azure and is available to be hosted in multiple regions: North America – US, United Kingdom – West, and EU – West Europe, and Australia.

And yes, you can certainly select your hosting region. After you purchase, the first communication you’ll receive provides the steps to log in to eOne’s Portal to select your preferences for the hosting region of your Smartconnect.com app.

One of the most powerful features in SmartConnect is the ability to connect to any application with a REST API. That means that we can connect to almost every cloud productivity app, and both pull data from it and write data to it.

Dynamics GP, Dynamics NAV, Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Oracle Netsuite, Acumatica, Connectwise, and Intuit Quickbooks Online.

Forget hand-keying, start connecting your data