c360 Product Catalog

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1 c360 Product Catalog Built on Microsoft Dynamics CRM 2011 c360 Solutions Inc 2002 Perimeter Summit Blvd Suite 700 Atlanta, GA Toll Free Product Sales

2 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. SERVICE PRODUCTIVITY PACK to Case My Workplace CORE PRODUCTIVITY PACK Alerts Console Record Editor Relationship Explorer/Charting Multi-Field Search Summary/Quick Activity 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

3 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

4 CORE PRODUCTIVITY PACK 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 , etc. from a single screen ALERTS 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. 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

5 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. 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 SUMMARY 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 Visual cues show which 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

6 SALES AND SERVICE PRODUCTIVITY PACKS SALES PRODUCTIVITY PACK 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. Supporting multiple web forms, Web Connect can be configured to execute any or all of the following: 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 to visitor Integrate with 3rd party lists Kick-off workflows in CRM SERVICE 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. 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 to Case: instantly implement based service or support without burdening representatives with additional data entry. Monitor an unlimited number of CRM enabled queues, creating Case records and linking the associated activities. Configure case/ creation and routing rules to match your processes

7 CUSTOMER PORTAL CUSTOMER SELF-SERVICE 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. Users can: Research KB articles and view attachments in notes Create a case Monitor orders Update profiles Organizations can: Selectively publish KB articles based on keywords and subject items Receive automated 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

8 ADDITIONAL PRODUCTS E-MARKETING Combine traditional marketing with robust Trigger, Nurture and Drip marketing capabilities from within CRM 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. Key Features Include: Integrated Marketing: Get started immediately with 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 marketing campaign via tasks in CRM that indicate the contact opened, clicked on or opted out of future campaigns

9 ADDITIONAL PRODUCTS IT SERVICE MANAGEMENT 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. 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. REMINDER 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

10 ADDITIONAL PRODUCTS DOCUMENTS CORE PACK 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 Word Integration: use merge capabilities to create invoices directly from CRM records GROUP CALENDAR 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, , 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. 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

11 ADDITIONAL PRODUCTS IMPORT MANAGER Increase flexibility in how you import data for CRM 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 COMPUTER TELEPHONY INTEGRATION Enable integration between telephone systems (TAPI Interface, OCS, Lync, Skype) and Microsoft Dynamics CRM. Detect incoming calls and display caller information via the CTI user console 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 ADVANCED QUOTE PROCESSING 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 . 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 quotes to Accounts (or Contacts), edit and track revisions and manage the profitability of each quote all from within Dynamics CRM

12 LEARN MORE Attend a Webinar: check out our schedule of webinars at and click on Webinars in the left hand navigation. us: send us an at 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. Toll Free Product Sales 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 or Perimeter Summit Blvd. Suite 700 Atlanta, GA 30319

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