c360 product catalog · your crm system is what differentiates you from your competitors. help your...
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Built on Microsoft Dynamics® CRM 2011
2002 Perimeter Summit Blvd
Suite 700
Atlanta, GA 30319
c360 Solutions Inc
Toll Free Product Sales
888.929.3670
c360 Product Catalog
c360 PRODUCTS
At c360, we have re-engineered our products to take advantage of MS Dynamics CRM 2011’s advances in usability and functionality to provide a richer, more cohesive experience to your users. c360 brings years of
experience and history with users to the design of our products.
CORE PRODUCTIVITY PACK
• Alerts
• Console
• Record Editor
• Relationship
Explorer/Charting
• Multi-Field Search
• Summary/Quick Activity
SERVICE PRODUCTIVITY
PACK
• Email to Case
• My Workplace
SALES PRODUCTIVITY PACK
• Web Connect
• Relationship Explorer/Charting
OTHER PRODUCTS
• Customer Portal
• E-Marketing
• IT Service Management
• Documents Core Pack
• Import Manager
• Group Calendar
• Reminder
• Advanced Quote Processing
• CTI
CORE PRODUCTIVITY PACK
RECORD EDITOR
Save time by editing all CRM fields in the grid with the assurance that CRM security is always enforced. Record Editor is
an easy to use inline grid editor that allows you to pick any Advanced Find view or launch from a CRM entity grid,
updating one or many records in a single screen. Reduce clicks and improve productivity with tools like Bulk Update
within Record Editor.
RELATIONSHIP EXPLORER/CHARTING
CRM 2011 improves your ability to quickly establish different types of relationships between records but doesn’t give
you the tools to quickly grasp complex relationships. c360 Relationship Explorer and Charting allow users to view and
visually navigate customer relationships, CRM parent/child relationships and Connections from one location. There
are 2 distinct ways to view relationships within Relationship Explorer/Charting:
• Relationship Tree—Use an intuitive tree-based structure to display all types of relationships that exist between
entities within Microsoft CRM 2011
• Relationship Charts—create a chart that visually lays out any kind of relationship between any entities in CRM.
Tailor the details to your needs and track relationship outside CRM
CORE PRODUCTIVITY PACK
Alert users with critical information
for a CRM record. With c360 Alerts,
notification appears as soon as the
record is accessed, assuring that the
information is relayed to users
immediately. Users can easily
create individual or bulk alerts for
clients so that billing and customer
service issues are known up front.
ALERTS
MULTI-FIELD SEARCH
A common complaint of CRM systems is that users can’t find the data they need. With c360 Multi-field Search, search
across multiple entities and across multiple fields simultaneously with a single click. The ‘Search All’ function can be
configured per user to search across any number of CRM entities at once. Multi-field Search is ideal for Sales and
Service users who frequently search for CRM records.
Key Features Include:
• Single click search across
multiple entities
• Display search results with
preview data from different
entity types in one grid
• Easy to use and tailor per user
via preferences and filters
• Search standard and
custom fields
• Take action against search
results such as merging
records, sending e-mail, etc.
from a single screen
Use Alerts to:
• Provide immediate notification of important issues when a record is accessed, regardless of entity type
• Add multiple alerts to CRM records from any Advanced Find view/query
• Set expiration dates for time sensitive alerts so records do not become cluttered with out of date information
• View past issues and activate/deactivate those alerts at any time
CORE PRODUCTIVITY PACK
CONSOLE
All the CRM data your users need at their fingertips. CRM users require the ability consolidate pertinent data in
dashboard views to better access, analyze and act upon captured customer information. Microsoft CRM 2011's new
Dashboards provide great summary information from views and graphs, but multiple clicks are often required to "dig
down" to detailed information. c360 Console integrates into your system and personal dashboards to give users the
relevant data they need and the capability to update records where they work. Incorporate customizable search cells
and c360 products that drive content to other subscriber cells in the dashboard.
Provide your CRM users with an
integrated screen displaying all
open and closed Activities, Notes
and CRM records associated with
all major Microsoft CRM entities.
• Roll-up all open and closed
Activities, Notes and CRM
records (i.e. Opportunities,
Cases, etc.) for all CRM entity
record types
• Configure how individuals use
and see Summary
• Quickly filter the information
displayed by object type, activity
type and date range
SUMMARY
Add c360 content to your
dashboards:
• c360 Summary, My
Summary and Quick
Activity
• C360 Relationship Explorer
• c360Multi-Field Search
• CRM Record Detail Forms
• Custom Search Cells
• Enhanced CRM Entity Lists
• Visual cues show which Email Activities and Notes have attachments, accompanied by the document name
• Open attached documents directly from Summary screens
• Add new Activities or Notes from the Summary screen or create a “Quick Activity” that logs an activity as
“Complete” once saved
• Print the Summary page or export it to Microsoft Excel
• Sort ascending and descending by any column in the summary listing
• Proactively manage
workload volume on a
queue, user or team basis
with an item count for what
is “Available to Work On” vs.
“Working On”
• Route items to other queues
directly from My Workplace
• Configure My Workplace to
display the right combination
of columns, queues, users,
teams and activities for your
organization
SALES AND SERVICE PRODUCTIVITY PACKS
Relationship Explorer/Charting: Knowing your customers and their relationships to other key information captured in
your CRM system is what differentiates you from your competitors. Help your sales team quickly comprehend vital
relationships that drive how they interact with your prospects and customers.
Web Connect: c360 Web Connect for Microsoft CRM 2011 is a Microsoft CRM compatible component that allows
organizations using Microsoft CRM to easily integrate their web site to Microsoft CRM for lead and web visitor
activity capture.
SALES PRODUCTIVITY PACK
My Workplace: support teams know that a few minutes can be the difference
between a happy customer and an angry one. c360 My Workspace provides a
user-friendly space to view queues with multiple layout options.
SERVICE PRODUCTIVITY PACK
Supporting multiple web forms, Web Connect can be configured
to execute any or all of the following:
• Email internal users or teams of all activity on the web form
• Configure lead creation rules to direct exactly how lead will
be created
• Send HTML response e-mail to visitor
• Integrate with 3rd party email lists
• Kick-off workflows in CRM
Email to Case: instantly implement e-mail based service
or support without burdening representatives with
additional data entry. Monitor an unlimited number of
CRM e-mail enabled queues, creating Case records
and linking the associated e-mail activities.
Configure case/email creation and
routing rules to match your processes
CUSTOMER PORTAL
The c360 Customer Portal enables organizations using Microsoft CRM to extend their customer service and support
functions to the web. This creates more efficient support and service, as well as the realization of higher customer
satisfaction and self sufficiency. The c360 Customer Portal allows organizations to quickly and easily create a web self
-service presence that is fully integrated into their Microsoft CRM solution.
CUSTOMER SELF-SERVICE
Organizations can:
• Selectively publish KB
articles based on keywords
and subject items
• Receive automated e-mail
notification
• Quickly and easily configure
View and Form settings
without a costly investment
• Extend Portal with custom
modules
• Enforce CRM Security in the
Portal Customer Interface
Users can:
• Research KB articles and
view attachments in notes
• Create a case
• Monitor orders
• Update profiles
ADDITIONAL PRODUCTS
Combine traditional e-mail marketing with robust Trigger, Nurture and Drip marketing capabilities from within CRM
2011. Marketing gains the visibility it needs to show program ROI and sales improves lead management with timely
responses to prospects—all from one tool. c360 E-Marketing consolidates the responses from multiple marketing
tools—online advertising, web tracking and analytics, surveys and social media tracking—and enables lead
management integrated with CRM 2011 on premise or online.
E-MARKETING
Key Features Include:
Integrated E-Mail Marketing: Get started
immediately with 1000 e-mail templates to
help you easily design your marketing,
nurture and drip campaigns.
Web Analytics and Activity Tracking: Identify
high value prospects by tracking web
behavior in real-time.
Online Advertising and Social Media
Tracking: Create great looking landing pages
for PPC and SEM. Additionally, direct social
media traffic to branded pages that deliver a
targeted message.
Lead Management: Intelligent lead scoring
and routing empowers marketers by
allowing them to set up a host of lead
routing rules.
The SaaS Advantage: Because E-marketing is
also built on Software as a Service (SaaS)
technology, you can take advantage of this
robust solution by getting up and running
quickly and cost-effectively.
View how contacts interact with an e-mail
marketing campaign via tasks in CRM that
indicate the contact opened, clicked on or
opted out of future campaigns
ADDITIONAL PRODUCTS
Never miss another activity when a co-worker is
out for the day. With c360 Reminder, subscribe
to any queue, user or team to be reminded of
upcoming activities. With the look and feel of
Outlook reminders and no need to have CRM
or Outlook running, c360 Reminder is the best
way to stay on top of the day’s demands.
• Configure notification details per activity
• Monitor all or a subset of activities
• Monitor any queue, user or team’s activities
• Identify quickly who owns the activity (user
or team)
• Set snooze for each activity to be reminded
again in a certain amount of time
REMINDER
Customer service and support are vital to maintain and enhance a high level of customer satisfaction with your
delivered products and services. c360’s ITSM solution is based in the Information Technology Infrastructure Library
(ITIL) framework. The grouping of modules are designed to streamline and automate operations, while working
seamlessly with the Microsoft xRM platform and the rest of the ITSM stack. They are the items in a grocery store—
purchase only those that fit your operation’s needs, with the confidence that each is tailored specifically to overcome
a particular challenge.
All major areas of need for a small to medium-sized business are included, without ‘over-engineering’ the product,
meaning that you will not pay for functionality that will never be used, or worse, inhibit user adoption and efficiency
through over-complication.
IT SERVICE MANAGEMENT
The ITSM Solution Modules Include:
• Incident Management
• Problem Management
• Service Level Management
• Data and Process Management
• Scheduling & Time Tracking
• Reporting & Dashboards
• Multi-Channel Access
Please contact your c360 sales
representative for details regarding
the ITSM Solution modules.
ADDITIONAL PRODUCTS
Improve collaboration by allowing users to view the CRM calendar of other users in their organization. Users can view
all types of activities in the calendar including appointments, tasks, faxes, phone calls, email, letters and service
activities. Group Calendar also improves coordination of activities by allowing administrators to schedule
appointments for their executives and inside reps to schedule meetings for their outside reps.
GROUP CALENDAR
Key Features Include:
• View the calendar of multiple CRM
users or groups
• Control scheduling conflicts by having
a uniform and simple overview
• Filter the results to show only open
activities or activities for attendees
• View the calendar in a day, week,
month or Gantt view
• Set preferences per user
• Create notes and activities from
Group Calendar
• Reschedule activities using easy drag
and drop functionality
• Have one clear calendar for all events
Increase Productivity by organizing assets related to CRM information while facilitating customer communication
through its extensive mail merge capabilities. With Documents Core Pack you can:
• Extend Word Mail Merge capabilities to handle complex relationships existing in CRM 2011
• Send quotes and invoices directly from records
• Create mass mailing documents
• Drag and drop documents from the desktop directly onto a record
• Quickly view all documents related to a CRM record
DOCUMENTS CORE PACK
Word Integration: use merge
capabilities to create invoices directly
from CRM records
ADDITIONAL PRODUCTS
Advanced Quote & Order Processing makes it easy to send quotes to your customers the way they want to see them.
With a click your quote becomes a Word, Excel, PDF file or an e-mail.
• Modifications made easy: adjust the profit by modifying discounts and margin percentages instantly, add,
delete, edit or re-sequence items on a Quote or Order
• Create quotes and orders in a single screen
• Easily print or email quotes to Accounts (or Contacts), edit and track revisions and manage the profitability of
each quote all from within Dynamics CRM
ADVANCED QUOTE PROCESSING
Increase flexibility in how you import data for CRM 2011. Import Manager makes it possible to import data from one
or more data sources, create new records for a given entity in the CRM database, and create relationships to other
entities in one single process with scheduled on-going data imports.
Import Manager gives you the ability to:
• Import core data into MS CRM entities (Accounts, Contacts, Opportunities, Cases)
• Import data into custom entities and custom fields
• Relate entities to each other
• Create new relationships between entities
• Customize field mapping and duplicate checking
• Data cleansing capability—update fields on already existing records during an import
• Save field mapping to a configuration file for later use
• Create an ongoing schedule for data imports from providers (e.g. Sales lists and ERP systems)
• Use plug-ins for ODBC data sources, text files, Excel files
IMPORT MANAGER
Enable integration between telephone
systems (TAPI Interface, OCS, Lync,
Skype) and Microsoft Dynamics CRM.
The CTI integration provides the following
capabilities:
• Connects telephone systems with
Microsoft Dynamics CRM
• Provides integrated CRM and History
search so CRM record information
and call history are available from
the console
• Opens a contact or an account on
lifting the earphone
• Creates activities for incoming and
outgoing calls
• Simplifies the process of making
outgoing calls
COMPUTER TELEPHONY INTEGRATION Detect incoming calls and display
caller information via the CTI
user console
About c360 Solutions
c360 Solutions, A CDC Software company, is a leading provider of add-on products, industry
solutions and development tools for the Microsoft Dynamics CRM platform. c360 products are
sold exclusively through a network of over 1000 authorized partners that have delivered c360
solutions to more than 2,500 customers worldwide.
Interested in learning more or purchasing c360 Products for Microsoft Dynamics CRM? Visit www.c360.com or email
[email protected]. 2002 Perimeter Summit Blvd. Suite 700 Atlanta, GA 30319
Attend a Webinar: check out our schedule of webinars at www.c360.com and click on “Webinars” in the left hand
navigation.
E-mail us: send us an email at [email protected] and the representative for your region will get in touch with you to
discuss any c360 products.
Give us a call: talk to one of our experts and schedule a one-on-one demonstration so we can walk you through the
different ways c360 can help your organization.
LEARN MORE
Toll Free Product Sales
888.929.3670