C360 Product Webinar

Extending the functionality and usability of Microsoft CRM

c360 Product Presentation:

Getting more out of Microsoft CRM with c360 products


Who is c360?

c360 is the Leading Microsoft CRM Enhancement Vendor:

Founded November 2001 to prepare for the launch of Microsoft CRM

Built c360 Development Framework specifically for Microsoft CRM

Exclusive focus on Microsoft CRM

c360 Founders came from Onyx Software, a Microsoft-based CRM provider

Founders authored the first comprehensive book on Microsoft CRM

Que Publishing - ‘Special Edition – Using Microsoft CRM’

Co-author: John Gravely, c360Technical Editor: Jeremie Desautels, c360Integration Chapter: Frank Torres, c360


Why c360?

c360 has the vision and strategy to lead:97% Customer/Partner Satisfaction Ranking – Prognostics survey

700+ organizations worldwide run c360

50,000+ licenses installed

11 products in c360 solution set shipping today

Products currently available in English, French, Spanish, German, Dutch, Danish, Portuguese and Swedish

Best products and development framework for Microsoft CRM

"c360 has the experience, vision and know-how to help lead the Microsoft CRM transformation. Based on their years of CRM implementation work, Microsoft Business Solutions trusts the c360 team to deliver real business results to their Microsoft CRM customers."

David ThacherGeneral ManagerMicrosoft CRM


c360 Solutions Architecture

Customer/Partner Developed Add-ons, Modules and Enhancements

c360 Products and Productivity Packs

c360 Development Framework

Microsoft CRM

Microsoft .NET

Configurable Base Pages

and Dialogues

Security and Privilege

Authentication

Encryptionand

Decryptionof Data

External DataAccessServiceClasses

ConfigurationInformation

Storageand Retrieval

CRM DataRetrieval and

UpdateLicensing

CRM Look and Feel

User Interface Controls


c360 Product Offering

c360 Products are sold individually or in Productivity Packs:

Product Core Sales ServiceDashboard X

SearchPac X

Activity Summary X

Email Link X

Relationship Chart X

Forecast Manager X

Web Connect X

Email To Case X

My WorkPlace X


c360 Product Offering

c360 Productivity Packs continually add value for your investment:

Product Core Sales ServiceDashboard v.Next XSearchPac v.Next XActivity Summary v.Next XEmail Link v.Next XDupe Check/Alerts v.Next XRelationship Chart v.Next XForecast Manager v.Next XInline Editor, etc v.Next XWeb Connect v.Next XEmail To Case v.Next XMy WorkPlace v.Next XService Tools v.Next X

New Features

New Products


c360 Product Pricing

c360 are sold individually by active CRM user, by site, or bundled in Productivity Packs and includes software and 1st year support.

Productivity Packs Core - $150 per active CRM license Sales - $50 per active CRM license Service - $50 per active CRM license

Other Email Enhancement Pack - $750 per site when purchased with a Productivity

Pack Customer Portal - $250 per active CRM license


c360 Dashboard – Core Productivity Pack


c360 SearchPac – Core Productivity Pack

SearchPac – Query Manager, Multi-Field Search, Merge, Update Fields

Create and save complex cross-object queries, each with its own customized column set. Perform Quick Searches and avoid data duplication, merge records, bulk update CRM records.


c360 Activity Summary – Core Productivity Pack

Activity Summary – Available on all core CRM record types. Chronologically displays all open and closed activities, notes and CRM records (Opportunities, Cases, etc.). Includes a paperclip to indicate records with attached files.


c360 Email Link – Core Productivity Pack

Email Link – Increase Microsoft CRM usage and adoption by collaborating on CRM records. With one click users can send links to CRM records.


c360 Relationship Chart – Sales Productivity Pack

Relationship ChartLink Users, Contacts, Accounts and Opportunities in a many-to-many fashion while building a graphical organization chart.


c360 Forecast Manager – Sales Productivity Pack

Forecast ManagerIncrease the accuracy of your sales forecast by making the task of updating key forecast information quick and easy. Forecast Manager is integrated to SearchPac’s Query Manager so sales managers can easily pull lists of opportunities based on virtually any criteria.

"With Forecast Manager, our forecast accuracy has improved from 60% to 95%. In addition to improving forecast accuracy, Forecast Manager has significantly reduced the amount of time it takes our sales personnel to update their forecasts. This has improved overall adoption of our CRM system."

Maureen DepaloBusiness AnalystInternet Security Systems


c360 Web Connect – Sales Productivity Pack

Web ConnectLink your web site lead capture pages to CRM and automate your interaction with prospects while they are still on your web

site.


c360 Email To Case – Service Productivity Pack

Email To CaseConfigure multiple CRM queues to convert inbound emails to Service Cases. Each time a Case is created the customer is emailed and designated CRM users are notified.


c360 My Workplace – Service Productivity Pack

My WorkplacePersonalize the CRM Workplace area by user for more efficient Queue management


c360 Email Enhancement Pack

Email Enhancement PackSend CRM email templates to internal CRM users, teams or SMTP addresses.


c360 Customer Portal

Web Customer Service and Technical SupportWith c360’s Customer Portal, organizations using Microsoft CRM can now have a web self-service presence .


Free Products, Tools, Resources and Utilities from c360

c360 offers free products, tools, resources and utilities:

c360 Record Clone Utility

c360 Copy Address Utility

c360 Spell Check Pages

c360 Security Planning Tool

c360 Specification Template

c360 Sales For Outlook Explained Whitepaper

For more information, visit www.c360.com/Products.aspx

http://www.c360.com/Products.aspx


c360 Partners Communications

c360 InsiderPublished Quarterly

Microsoft CRM non-sales ‘Guru’ information

Frequently includes free giveaways

Original content written by c360 personnel

100% permission subscription

c360 Product UpdatesPublished 4 – 6 times a year on major product releases

c360 Product focused

100% permission subscription

Sign up at www.c360.com/Newsletter.aspx

http://www.c360.com/Newsletter.aspx


Q&A

www.c360.com

c360 Solutions1 Dunwoody Park, Suite 130

Atlanta, GA 30338

C360 Product Webinar

Technology

Transcript of C360 Product Webinar