CRM Version 4.0 Products

Advanced Quote Processing 360

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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 email. Modifications are made easily and...Read More

Alerts 360

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Actively Notify Users – Users need to be alerted with critical information pertaining to specific customers or other entities when a record is opened. MS Dynamics CRM 2011 does not provide native functionality to allow organizations to alert users to...Read More

Computer Telephone Integration (CTI) 360

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Transform inbound/outbound call processing c360 CTI (Computer Telephony Integration) enables integration between telephone systems (TAPI Interface, OCS, Lync, Skype) and Microsoft Dynamics CRM. This product detects incoming phone calls (displays callers name/number), automatically produces activities for incoming and outgoing calls,...Read More

Console 360

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Extend the delivered functionality of MS CRM 2011’s new Dashboard Functionality. Increase efficiency and productivity with dashboards that allow you to see and update individual record detail without additional clicks or screen pops. C360 allows you to embed our popular...Read More

Customer Portal 360

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Enable Customers with robust customer portal functionality   The c360 Customer Portal allows organizations using Microsoft CRM to extend their customer service and support functions to the web to achieve more efficient support and service as well as higher customer...Read More

Documents Core Pack 360

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Extend Mail Merge Functionality c360 Documents Pack is a Microsoft CRM enhancement that allows organizations to manage documents in a comfortable and structured way.   Documents Pack for Microsoft Dynamics CRM 2011 offers the following capabilities: Word Mail Merge enables...Read More

E-Marketing 360

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Empower Marketing with E-Mail Marketing and Web Analytics Functionality c360 E-Marketing Combines Traditional Email Marketing with Robust Trigger, Nurture and Drip Marketing Capabilities Directly in Microsoft Dynamics CRM Marketing gains the visibility it needs to show program ROI and sales...Read More

Email to Case 360

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Automatically convert Emails to Cases – c360 Solution’s Email to Case component is a Windows Service that monitors one or more Microsoft CRM queues converting inbound emails into Service Cases. Email To Case instantly allows Microsoft CRM users to implement...Read More

Field Level Security 360

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c360 Field Level Security for Microsoft Dynamics CRM 4.0 c360 Field Level Security enhances the security capability of Microsoft CRM 4.0 by restricting access to CRM data on a field level basis. By using Field-Level Security, administrators will be able...Read More

Group Calendar 360

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Group Calendar is a Microsoft CRM enhancement that allows organizations to be more collaborative by allowing users to view the CRM calendar of multiple users in their organization. Group Calendar allows Microsoft CRM users to: The key features of Group...Read More

Import Manager 360

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Import and Update MS Dynamics CRM Data – c360 Import Manager is a powerful data import tool built specifically for Microsoft Dynamics CRM that offers a more flexible way to import data for CRM. Import Manager makes it possible to...Read More

MultiField Search 360

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Find your CRM Data – A common complaint of CRM systems is that users can’t find the data they need. MS Dynamics CRM 2011 remains limited in its ability to search across entities and fields. c360 Multi-field search provides multiple...Read More

My Workplace 360

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Improve Queue Management - Support teams know that a few minutes can be the difference between a happy customer and an angry one. While CRM 2011 does have rudimentary queue functions and views, it is still missing the fundamental ability for...Read More

Record Editor 360

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Quickly Update Data – A common user complaint of any CRM system isthat updating data is tedious and time consuming. Microsoft Dynamics CRM 2011 provides system Views that allow users to quickly pull back a list of designated records in...Read More

Relationship Charts 360

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Available for v4.0, 2011 & 2013 On-Line or On-Premise CRM is brimming with illuminating relationship intelligence, but your users can’t profit from this data because it’s buried in your CRM system. Relationship Charts opens the vault of relationship intelligence in...Read More

Relationship Explorer 360

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Relationship Explorer is different than charting in that this tool provides a “tree” style to view entities and their relationships. c360 Relationship Explorer and Charting allow users to view and visually navigate Customer Relationships, CRM parent/child relationships and Connections from...Read More

Reminder 360

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Notify users when scheduled activities are due – c360 Solutions Reminder is a Microsoft CRM enhancement that notifies Microsoft CRM users of any upcoming activities and appointments. c360 Reminder lets you monitor any combination of users and/or queues and activity...Read More

Summary 360

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Better Manage Your Customer Interactions c360 Solutions Summary is a Microsoft CRM enhancement that provides Microsoft CRM users with an integrated screen displaying all open and closed Activities, Notes and CRM records associated with all major Microsoft CRM objects. Activity...Read More

Web Connect 360

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Lead Generation through Website Integration - 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...Read More