c360 Add-On Solutions

Transcription

1 c360 Add-On Solutions Functionlity Dynmics CRM 2011 c360 Record Editor Reltionship Explorer Multi-Field Serch Alerts Console c360 Core Productivity Pck "Does your tem resist using CRM becuse updting dt is too time consuming?" Inline Grid Editor - Edit ny list of records (i.e. system or dvnced find views) in grid formt. Updte dt without hving to wit for Form to open. Designed to work with Systems Views s well s user Personl Views Redesigned for CRM 2011 to work with new form Subgrids functionlity. "Is it difficult to grsp nd comprehend customer reltionships cptured in CRM?" Visulize complex customer reltionships Utilize n intuitive tree-bsed structure to nvigte nd disply ll types of reltionships tht exist between entities within Microsoft CRM 2011 Nvigte nd disply new CRM 2011 "Connections" informtion tht exists between entities. Use chrting functionlity to disply MS CRM 2011 entity reltionship informtion in grphicl formt Chrting functionlity cn lso disply entity connection informtion in grphicl formt See complete view of ny CRM record's reltionship hierrchy in single plce "Cn your tem find the dt they need in CRM?" Disply serch results long with preview dt from different entity types in the sme grid Perform serches cross multiple entities Configure nd personlize serch criteri for ech user through user preferences "Do people need to be notified regrding specil hndling instructions for specific customers?" Provide immedite notifiction of importnt issues when record is ccessed Add multiple lerts to CRM records Set expirtion dtes for time sensitive lerts so records do not become cluttered with stle informtion View pst issues nd ctivte/dectivte those lerts t ny time "Does your tem hve to nvigte through severl screens to view criticl customer informtion?"

2 Summry / My Summry Quick Activity Serch for specific records (i.e. Joe's Plumbing, Bill Dniels, etc.) nd view/updte detiled record informtion directly from Dshbord min screen. See n individul record's ctivity Summry dt directly in dshbord cell. View / Updte selected record's dt in rendering of the entity's form displyed in Dshbord Cell. Visulize selected record reltionships utilizing Reltionship Explorer in Dshbord Cell. "Is finding nd summrizing customer notes, ctivities nd ttchments difficult?" Chronologiclly roll-up ll open nd closed Activities, Notes nd CRM records Auto-Preview Pnes (configurble to ech user's needs) provide snpshot summries of dt. Immeditely see which Emil Activities nd Notes hve ttched documents (pperclip icon ppers) nd immeditely see the nmes of the documents "Are employees neglecting to cpture customer interctions becuse it is too time consuming?" Automticlly log n ctivity s "Complete" when sved Embed Activity Form into MS Dynmics CRM Dshbords to further reduce clicks nd sve time when cpturing customer interctions. Web Connect Reltionship Explorer c360 Sles Productivity Pck "Do you wnt to quickly crete leds in CRM from web site visitors?" Integrte your web site to Microsoft CRM through configurtion(i.e. no custom coding) for led nd web visitor ctivity cpture. Through configurtion, link multiple web site forms to CRM to crete Led nd Activity records. Mtch by emil ddress nd crete new Led or Activity depending on whether emil ddress ws mtched to n existing Led or Contct Send configurble confirmtion emil to visitor "Is it difficult to grsp nd comprehend customer reltionships cptured in CRM" Visulize complex customer reltionships Utilize n intuitive tree-bsed structure to nvigte nd disply ll types of reltionships tht exist between entities within Microsoft CRM 2011 Nvigte nd disply new CRM 2011 "Connections" informtion tht exists between entities. Use chrting functionlity to disply MS CRM 2011 entity reltionship informtion in grphicl formt Chrting functionlity cn lso disply entity connection informtion in grphicl formt

3 See complete view of ny CRM record's reltionship hierrchy in single plce c360 Service Productivity Pck Emil To Cse My Workplce "Are customer emils for help sent to your Support Tem being neglected or not trcked s cses?" Automticlly convert incoming Emils to Cses Monitor n unlimited number of Microsoft CRMEmilEnbled queues creting Cse records nd link the emil ctivities to those Cse records. Configure cses to be linked to either the emil senders Contct or Account record bsed. Cses bsed on emils from unresolved senders cn be linked to defult Contct or Account Assign new Cses to queue to be worked Notify customers by emil tht new Cse hs been creted Notify CRM Users tht new Cse hs been creted. This emil notifiction includes link to directly open the newly creted Cse "Is Queue Mngement nd blncing tem worklods chllenging in CRM?" Ech user cn personlize their view to see their items s well s other user nd tem queues (where security permissions llow) Immeditely see count of items in ech queue without clicking on the queue Toggle between user, tem nd queue views with single click Combine user, tems nd queues to disply together in the sme view Personlly select which columns (ctivity nd/or cse fields) they would like to see in the Queue grid nd configure defult sort order Specify defult strt up view, selecting between user, tems nd queues New c360 Solutions Reltionship Chrts "Automticlly generte reltionship chrts which cn be used to see, modify nd build reltionships nd connections nd sve them bck in CRM" See ny logicl reltionships between ny entities Build ny reltionships nd connections on the chrt by drg nd drop Explore reltionships in CRM between different entities

4 Nvigte EASILY between logiclly connected CRM entities Crete ctivities directly from the chrt Record Editor - CRM 2011 On-Line CRM On-Line Users - Does your tem resist using CRM becuse updting dt is too time consuming? Our populr Record Editor Functionlity is now vilble for MS CRM 2011 On-Line Inline Grid Editor - Edit ny list of records (i.e. system or dvnced find views) in grid formt. Updte dt without hving to wit for Form to open. Designed to work with Systems Views s well s user Personl Views Redesigned for CRM 2011 to work with new form Subgrids functionlity. Customer Portl Individul c360 Solutions "Do your customers expect On-Line Access (crete nd review their cses, updte their profile, serch your knowledgebse, etc.)?" A fully supported nd esily configurble portl solution, which includes the bility to: *Selectively publish CRM Knowledge bse rticles bsed on k *Allow users to self register themselves to become uthentic *Configure the portl screens in terms of which fields to disply, the disply order, nd so forth *Selectively publish the ctivity types tht get displyed to the Portl user *Configure the Service Cse entry form s well s the Cse view nd detils screen *Configure the Order view nd Product detils screen *Crete personlized emil templtes for customer communiction nd setup utomted notifictions *Allow different users ccess to different prts of the Customer Portl bsed on their security level *Configure portl to llow specified portl users to crete nd mnge cses for multiple ccounts. CTI "Disply contct's profile before you pick up phone cll" Provides integrtion between telephone systems (TAPI Interfce, OCS, Lync, Skype) nd Microsoft Dynmics CRM. Automticlly detects incoming phone clls, "Pop Up" Displys cllers nme/number

5 Opens contct or n ccount on lifting the erphone Cretes ctivities for incoming nd outgoing clls E-Mrketing "Does mrketing demnd the bility to send professionl looking emil templtes nd receive response sttistics (i.e. emil delivered, opened, clicked on, etc.)?" Emil Cmpign Sttistics - Verify nd trck who hs received, opened, clicked on nd/or requested "unsubscribe" for ech emil cmpign sent. Integrted Emil Mrketing - 1,000+ emil templtes to help you esily design your emil mrketing, nurture nd drip cmpigns. Web Anlytics nd Activity Trcking - Identify high vlue prospects by trcking web behvior in rel time. Online Advertising nd Socil Medi Trcking - Crete gret looking lnding pges for PPC nd SEM through configurtion. In ddition, you cn direct socil medi trffic to brnded pges tht get trgeted messge cross. Led Mngement - Intelligent led scoring nd routing bsed on emil responses nd submitted edilog lnding pges. Documents Core Pck "Do you need Word templtes tht cn disply dt stored in MS CRM?" Supports ll MS Dynmics CRM entities (CRM mil merge is limited to 5 entities -ccounts, contcts, leds, opportunities, quotes nd custom entities) Cpble of resolving ny kind of reltionship between custom nd delivered MS CRM entities. Group Clendr "Does your orgniztion require comprehensive scheduling clendr showing vilbility of ll designted people, tems nd resources? View the Clendr of multiple CRM users, user groups nd/or Service Resources. Show ctivities of one or more users t the sme time Control scheduling conflicts by hving uniform nd simple overview with multiple users, tems nd resources User specific preferences to define user groups, groups nd resource clendr views Reschedule user, tem nd service ctivities using esy drg nd drop functionlity Import Mnger "Is your IT Tem struggling migrting nd/or updting dt into MS CRM?

6 Works with ll entities - custom nd delivered. Esily configure reltionships from Contcts to Accounts s well s other reltionships between ll entities. Perform duplicte checking prior to inserting records Updte existing records with new informtion Schedule dt imports Fetures Excel plug-in, ODBC plug-in nd the bility to develop Custom plug-ins. Reminder "Are employees missing criticl ctivity due dtes?" Actively notify users when scheduled CRM ctivities re due with "pop-up" reminders. Monitor ny combintion of users nd/or queues nd ctivity types. Monitor ll stndrd nd custom ctivities or just subset of ctivities Configure how frequently reminders pper