Optional Solution Components
c360 Productivity Pack
c360's Productivity Pack combines multiple c360 products to help you get more out of Protech CRM for Members and Microsoft Dynamics™ CRM.
The c360 Core Productivity Pack features include:
- Duplicate Detection with rapid detection and display of potential
duplicates as users are inserting and updating records.
- SearchPAC with query & multi-field search managers.
- Active Summary with integrated screen display of all open and closed
activities and notes.
- Email Link
- Dashboard allows users to configure their personal workspace with data
important to them.
- Alerts allows users to add critical data to CRM records so other users
will immediately be made aware of it upon accessing the CRM record.
- Advanced Relationship Manager allows Microsoft Dynamics™ CRM users to
model complex, many-to-many relationships between Contacts, Accounts,
Opportunities, and CRM Users including the Relationship Chart that
provides a graphical, organization chart displaying the types and
hierarchies of relationships.
Download the C360 Productivity Pack fact sheet
Melissa Data Address Verification
As an association, your membership database is one of your most important assets, and keeping this database accurate is critical to maintaining effective communication with your members. CRM for Members users can take advantage of an online service provided by
Melissa Data that automatically fills in the most accurate postal address using the XML Web Service Subscription. It includes
domestic address data quality according to USPS regulations, zip+4 CASS certification and congressional district assignment.
Download the Melissa Data Address Verification fact sheet
Scribe Insight
Your association management solution is only as useful as the information it contains. Protech uses Scribe Insight to populate your CRM for Members system with all your critical member data. Scribe’s migration and integration products have become the standard tools used and recommended by Microsoft to transfer data into Microsoft Dynamics CRM and perform ongoing data imports. By
using this intuitive mapping tool with its CRM adaptor and scheduling agenda, you can accomplish data migration and ongoing imports quickly and with a higher degree of accuracy than any other method.
Download the Scribe Insight fact sheet
Today, a majority of member transactions are processed via credit card. Protech has selected PayPal® Payflow Pro as our processing solution by writing an integration that seamlessly posts transactions to the CRM for Members and records payment down through the members
record and to the general ledger (when integrated). Payflow Pro is an industry-leading payment gateway that establishes a secure
connection between your online store and the payment processing network. Payflow Pro authorizes and provides security for credit
card payments, e-checks, and PayPal.
Download the PayPal Payflow Pro fact sheet
TenDigits MobileAccess® for Microsoft Dynamics™ CRM
Today, mobile professionals are just as likely to find themselves working from the car as from the office. MobileAccess™ enables users to get the job done wherever they are—client offices, airports, taxis, restaurants . . . even elevators.
Download the MobileAccess for Dynamics CRM fact sheet
UPS
CRM for Members contains UPS® integrated functionality so you and your members can take advantage of the benefits of
synchronized commerce.
UPS Rates & Service Selection
UPS Rates & Service Selection functionality lets online shoppers price and select the
UPS shipping service that best fits their needs and budgets. It can be used to generate a list of UPS shipping services tailored
specifically for your customer.
UPS Address Validation
With UPS Address Validation, you don’t have to worry about your customers entering incorrect
address information. If customers make a mistake, UPS Address Validation alerts them with an error message, ensuring that mistakes
are corrected at the point-of-entry, long before orders leave your shipping dock. This reduces costly returns for you and headaches
for your customers.
EXPOCAD
EXPOCAD is the “standard" in event floor plan management software. Introduced in 1988, the automation
and relational database tools within EXPOCAD began to change the way the entire industry managed exhibitor data and booth sales.
Today, EXPOCAD brings even more automation and organizational tools to assist with marketing and sales efforts while continuing to
optimize customer service. Rate plans and extensive reporting tools are standard and track everything from potential financial worth
to simple booth inventory. An EXPOCAD booth or space has unique intelligence and can be queried or manipulated with a click of the
mouse.
Download the EXPOCAD fact sheet