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Industry Experience - Microsoft CRM Software

Software Development - c360 Solutions is focused on the continual development of Microsoft CRM based functionality for software companies. Our software development clients include Internet Security Systems, Witness Systems, Vastera, Carekeeper Software and GuardedNet. We understand the challenges facing technology companies and the specific business requirements including:

  • The need to manage, monitor and report on a complex sales process
  • The need to build a solid corporate memory to provide up to date technical information as well as to ensure the ability weather personnel changes
  • The need to constantly provide excellent customer service while simultaneously providing web based tools to allow the customers to service themselves
  • The ability to track software maintenance agreements and handle maintenance renewals
  • The need for business rules to support service escalation and team selling
  • The need to incorporate partners into operational processes

Financial Services - c360 personnel have helped some of the earliest CRM adopters in the Financial Services community. We've played key roles in the systems used by Dreyfus Mutual Funds and FSC Securities and have been involved with the systems of several other leading Financial Services firms. Our achievements in Financial Services include:

  • Design and Development of an Advisor Portal to allow a Broker/Dealer organization to better serve its Field Associates
  • Implementation of an enterprise wide CRM system to allow the institutional division of a mutual fund company track the sales activity of its relationship managers
  • Design and Development of a web-based compliance tool to automate the collection of compliance information across a network of field associates of a Broker/Dealer organization
  • Implementation of the Service function of a Broker/Dealer organization

Other Diverse Industries - In addition to the achievements listed above, our personnel have also played key roles in the following CRM projects:
  • Implementation of CRM with integration to a proprietary customer billing system for AT&T Latin America, a telecommunications company
  • Development of a custom marketing campaign tracking system for Earthlink, a leading Internet Service Provider
  • Development of a custom billing and CRM integration for Factiva, a Dow Jones Reuters information company
  • Implementation of highly customized CRM functionality for IMS Health, a leading provider of pharmaceutical information


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