CRM Add-Ons

 

 

The C360 Core Productivity Pack for Microsoft Dynamics CRM 4.0 includes the following products:

• CRM/SharePoint Integration
• Relationship Explorer/Charting
• Record Editor
• Console
• Multi-Field Search
• Summary
• Alerts

The C360 Sales Productivity Pack includes the following products:

• Forecast Manager
• Web Connect

The C360 Service Productivity Pack includes the following products:

• Email To Case
• My Workplace

Additional Products for Microsoft Dynamics CRM 4.0

• Address Validation
• Audit
• BI Analytics
• CTI
• Documents Pack (formerly known as Word Mail Merge)
• E-mail Marketing
• Field-Level Security
• Group Calendar
• Import Manager
• Mobile CRM
• Relationship Explorer

 

 

 

Scribe makes it extremely easy for you to integrate to and migrate from virtually any business application with Microsoft Dynamics CRM by providing a full set of essential building blocks - with no need for you to write a single line of code. The Scribe Adapter for Microsoft Dynamics CRM supports seamless portability between all deployment options available with Microsoft Dynamics CRM 4.0; customer deployed, partner hosted, or CRM Online.
Scribe Insight supports integration to:

• Microsoft Dynamics GP
• Microsoft Dynamics SL
• Microsoft Dynamics NAV
• Other ERP applications
• Integration with web sites
• Migration from ACT!
• Migration from Goldmine
• Migration from Salesforce.com
• Updates from the Update from Do Not Call Registry

Contact us for a 30 day trial

Scribe Software Corporation provides cost-effective, no-coding data integration solutions for Microsoft Dynamics and other business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.

 

 

Experlogix extends Microsoft Dynamics CRM into a sophisticated pricing and product configuration system by expertly guiding users through every aspect of a Dynamics CRM Opportunity, Quote, Order or Service Contract.

 

It even works off-line, so your traveling reps are never at a disadvantage. Built on the same .NET / SQL Server platform as Dynamics CRM, the two systems integrate seamlessly to provide a natural and intuitive user experience.

Our exclusive Dynamics CRM Integration Toolkit provides deep mappings and data synchronization that are regarded among the best of any Dynamics CRM ISV in the business. Experlogix resides on your Dynamics CRM server and links to any standard or custom Dynamics CRM attribute, empowering you to create custom business logic and control any Dynamics CRM field. For example, customer specific pricing and geographic-based product rules can be automated with a few simple clicks. You have the flexibility of using the Dynamics CRM Product Catalog to store your products and pricing or skip the Product Catalog and maintain items within Experlogix. Experlogix also allows you to retrieve real-time product items, fields, pricing and more directly from Dynamics GP.

With more than 100 Dynamics CRM installations and thousands of users worldwide, Experlogix is the clear leader in configurator solutions for Dynamics CRM and we are Microsoft’s “go-to-ISV” for Dynamics CRM quote and order automation. Integration to Dynamics CRM 3.0 and 4.0 is certified by a third-party testing service, VeriTest, assuring flawless upgrades and Microsoft compliant software development.

 

 

Reduce wasted efforts

You can't track leads that you don't capture.

Eliminate frustration with data entry

Make it easy to capture every lead and contact quickly and accurately.

Boost user productivity and CRM adoption

Salespeople adopt this timesaver eagerly. Its accuracy and ease of use turns the primary CRM bottleneck into the most reliable part of the process.

CardScan Pro for Microsoft CRM quickly and accurately reads data from a business card and transfers it to the appropriate fields of Microsoft CRM without typing. It creates contacts or leads, creates or assigns accounts based on input data, sets the lead source and lead topic, and checks for duplicates.

You can’t track a lead you haven’t captured

The best CRM system in the world can’t overcome incomplete data. Too many valuable sales leads are not captured because the input process – typing – is so laborious. Those leads, and the sales they might have brought in, are simply lost.

Not just for business cards

In addition to accurately reading printed business cards, CardScan 'drag and drop' technology also captures e-mail signatures, contact information on websites, and other digital contact data. Accurately parses and recognizes the information and transfers it Dynamics CRM.

Capture every lead with CardScan Pro for Microsoft CRM

CardScan Pro captures complete contact information from business cards into Microsoft CRM quickly – without you typing a thing. Salespeople adopt this timesaver eagerly. Its accuracy and ease of use turns the primary CRM bottleneck into the most reliable part of the process.

Superior interpretive technology ensures accurate data

Ten years in development; CardScan’s interpretive technology is highly accurate in reading card information, distinguishing street address from email address, phone from fax, title from name. It’s been tested and approved by Veritest for the highest level of interoperability and compatibility with Microsoft CRM products.

How it works

• Scan your cards, quickly, easily, accurately
• Assign accounts, set lead source and lead topic
• Transfer into Microsoft CRM: one-click operation also checks for duplicates.

Benefits

• Clear your desk. Scan the business cards that you have been collecting, into CRM.
• Enhance the value of CRM buy scanning your Rolodex into CRM.
• Improved lead capture means more effective marketing metrics.
• Capture contacts at trade shows, events and large meetings, expediting follow-up and measuring traffic on the spot.
• Build accurate and more complete account contact information.
• Provide sales support staff and others with key contact information to improve customer service.

Capture all the data for all of your leads, and increase your ROI.