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  September 7, 2010  
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Microsoft CRM Add Ons - c360 Solutions

 
CRM Add-Ons    
Make Your CRM System Even Better Make Your CRM System Even Better

Email Integration
SwiftPage: online e-mail system for marketing and sales that integrates with SalesLogix; reports who opened an e-mail and what they clicked on.

EmPulse: the official e-mail marketing service provider for Sage SalesLogix gives your organization access to an automated CRM tool that can effectively propel your communications to either your customers’ “A” list or to their “must read” folder.

Process Management
KnowledgeSync: alert messaging that allows brokers to monitor business applications and incoming e-mail messages for critical, time-sensitive information, then trigger process like sending out alerts, and updating applications with the most timely data.

Telephony
intelli-CTi: extends the capabilities of your phone system to integrate it with your IT infrastructure. By bringing together two of the most powerful tools in your business, you can generate productivity gains, better reporting and collaborative activity management. Inegrated right into SalesLogix, you will be able to dial contacts and accounts at the touch of a button, capture contact and account call details and statistics, incorporate telephony activity within your established reporting processes.

Card Scanning
CardScan for CRM: quickly and accurately reads data from a business card or email signature and transfers it to the appropriate fields of your CRM system without typing. It converts analog information into digital data by scanning business cards in just a few seconds, integrates contacts or leads into the CRM database transparently, creates or assigns accounts based on input data, sets the lead source and lead topic, adds fields, and checks for duplicates on-demand to keep your database clean.

Mobile CRM
Sage SalesLogix Mobile CRM: allows you to view, edit, and add contact and account details, take notes, schedule meetings, complete activities, update opportunities, and review ticket information, all from a handheld device.

Microsoft CRM Mobile: provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities. Salespeople select the data to take with them on the road. While disconnected, they can enter data related to their sales activities. Salespeople can synchronize data with the Microsoft CRM server when the network is available, either when the user is on the office network, or when wireless access is available through CDMA or GPRS/Edge. The data entry forms and views can be customized for your business.

  
 
 
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