NaverticaPoint 365

Cloud system for effective management of sales, information, documents and supporting business processes 

NaverticaPoint 365 is a complex solution for sales, information, document and business process management, developed with latest Microsoft technologies, specifically on PowerApps a SharePoint modern platforms.

The solution consists of 7 autonomous and independent modules. Organizations can use all NaverticaPoint 365 modules or choose only those they need.

The solution NaverticaPoint 365 is a specialized cloud solution for commercial, healthcare and public service organizations. It is suitable for both manufacturing and service companies, regardless of their size, industry type and ownership type.

Key features of NaverticaPoint 365 

  • Complete coverage of sales process
  • Graphical configurator for making offers
  • Contract management
  • Incident management
  • Project management
  • Managed documentation
  • Approval process automation
  • Access rights management
  • Meeting and negotiation evidence

Main benefits NaverticaPoint 365

  • E-mail synchronization with Outlook
  • Native integration with SharePoint documents
  • E-mail alerts
  • Responsive design
  • Multilingual support
  • Native integration with Power BI
  • Optional integration with ERP systems


NaverticaPoint 365 modules

  • Sales Enhanced 

Complete coverage of the sales process, from the initial contact with a potential customer, following communication, offer specification, calculation, opportunity qualification, to the project/implementation phase. Includes a central database of customers, contacts, product catalogs, discount mechanisms and connections to the DMS where all the relevant documents are stored.

  • Sales Configurator 

For more complex calculations, where it is not enough for the sales representative to fill in the items of the future offer by entering parameters – such as product, price per unit, quantity, discount – you can use the graphical configurator. In addition to the product hierarchy, up sell, cross sell, it offers the user the possibility to dynamically load data from the ERP system, for example, and to perform various checks, filtering, and calculations in the background during the calculation creation.

  • Contract Management 

Contracts can be tied both to the sales phase of the case from which the contract originates, and to the area of support. It is possible to address topics based on the required response time, length of warranty periods and the like. The module also contains a workflow for commenting and approving contracts and, of course, it is possible to save the files in the DMS in the background.

  • Incident Management 

Helpdesk/servicedesk request management module. It allows managed creation of incidents from e-mail or other sources, queue management, management of associated communication synchronized with Exchange/Outlook, incident dispatching, metrics, SLA monitoring and recording based on either system settings or the relevant contract parameters, notification and escalation mechanisms, and of course connectivity to DMS.

  • Project App 

An application that is designed for project management, from preparation through implementation to completion or transition to the support phase. Provides the project manager with tools for project management. It assumes that during the business process a contract was concluded between the company and its customer, based on which the project is implemented, and the business phase of the project is covered. The module covers the entire project life cycle.

  • Conference Point 

A module for conducting meetings and negotiations. The records are structured into three levels: meetings, topics, tasks. Each meeting can have multiple topics and each topic may have one or more tasks. These entities are always common – all meetings have a common storage, the same applies to points and tasks. Therefore, it is possible to display complex reports easily according to the user’s wishes. The module also contains functionalities for templates and recurring topics.

  • ISOPoint 

Module focused on managed documentation. Quality manual, guidelines, instructions, procedures, forms, and other documents and record management. The module covers the complex lifecycle of these documents, from creation, through co-authoring, commenting, approval, to fully automated acquaintance of users with newly issued documents. The application uses the task system as a tool for entering and monitoring work. After starting a workflow, both automated and manual, authorized persons have an overview of who was given what task and how they perform.