c360 Productivity Packs for Microsoft CRM 3.0
Microsoft CRM add-on specialist c360 presents their new Productivity Packs for Microsoft CRM 3.0.
The Core Productivity Pack includes the following Products.
Console >- Allow individual CRM users to configure their workspace with the content that is important to them- Allow CRM users to configure personal search blocks to make it quicker and easier to search for the data they want to see- Combine multiple data cells on one page so a single click on a CRM record results in the display of various cells of information related to that record- Increase the usability of CRM by reducing screen changes, number of screens and number of clicks
Duplicate Detection >- Compares against Lead, Contact and Account records, using concept of ‘individual’ (i.e. Lead or Contact) and ‘organizational’ (i.e. Lead or Account) records to intelligently determine where duplicates exist- Implements match code technology for rapid detection and display of potential duplicates as users are inserting and updating CRM records- Allows administrators to define up to 5 match codes per record type (individual/organizational)- Allows use of partial string, entire field and sound matching (Soundex) comparison options when configuring match codes- Includes scheduled process for nightly detection of duplicates- Includes a Potential Duplicates Queue where users can review potential duplicates that have been identified by the scheduled duplicate detection process
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The Core Productivity Pack includes the following Products.
Console >- Allow individual CRM users to configure their workspace with the content that is important to them- Allow CRM users to configure personal search blocks to make it quicker and easier to search for the data they want to see- Combine multiple data cells on one page so a single click on a CRM record results in the display of various cells of information related to that record- Increase the usability of CRM by reducing screen changes, number of screens and number of clicks
Duplicate Detection >- Compares against Lead, Contact and Account records, using concept of ‘individual’ (i.e. Lead or Contact) and ‘organizational’ (i.e. Lead or Account) records to intelligently determine where duplicates exist- Implements match code technology for rapid detection and display of potential duplicates as users are inserting and updating CRM records- Allows administrators to define up to 5 match codes per record type (individual/organizational)- Allows use of partial string, entire field and sound matching (Soundex) comparison options when configuring match codes- Includes scheduled process for nightly detection of duplicates- Includes a Potential Duplicates Queue where users can review potential duplicates that have been identified by the scheduled duplicate detection process
Read more
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