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

E-mail

sales@c360.com

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

sales@c360.com. 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 sales@c360.com 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