We partner with industry-leading solution providers to deliver a complete, enterprise-wide solution that addresses nearly every aspect of your business operations.  Protech Business Solutions deliver built-in integration to these best of breed solutions, eliminating the time and resource requirements involved in developing custom, third-party integrations.

c360 Productivity Pack

c360's Productivity Pack combines multiple c360 products to help you get more out of Protech Business Solutions 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
• Search PAC with query & multi-field search managers
• Active Summary with integrated screen display of all open and closed activities and notes
• Email Link
• Alerts that allow 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 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.

Learn more about the C360 Core Productivity Pack

ExactTarget Email Marketing

ExactTarget provides powerful email communications solutions and allows you to use your data to improve your bottom line.  Creating compelling one-to-one digital communications that leverage your data doesn’t have to be a difficult endeavor. ExactTarget lets you manage and automate a wide variety of marketing campaigns—without the hassle of data synchronization.  Click to see a video demonstration!

The integration of Protech Business Solutions and ExactTarget delivers a powerful communication tool and empowers you to:

• Automate.  Create date and event-based workflows that execute automatically.
• Extend. Extend personalized, relevant, one-to-one communications from email to the web.
• Personalize.  Reinforce subscriber relationships with personalized emails on behalf of your Lead, Contact, and Account owners.
• Analyze. Use real-time tracking results to send follow-up messages to an engaged group of subscribers.

Download the ExactTarget for Microsoft Dynamics CRM fact sheet

EXPOCAD

EXPOCAD® has become the industry standard to manage trade, consumer and corporate events.  Unique in its design, EXPOCAD incorporates graphics with data to create intelligent booths and captures financial information such as rate plans, sponsorships, and extra request items.  Protech Business Solutions integrate with EXPOCAD so that all of your tradeshow floor planning is executed and maintained in one place.  Booth rental, event participation and payment activity that takes place in EXPOCAD is automatically recorded in your CRM for Members database, keeping your members records complete and up to date with no need to re-key the information.

KWizCom

KWizCom is a leading developer of innovative and affordable software components designed to expand Microsoft SharePoint capabilities, streamline workflow, maximize efficiency and enhance overall productivity.  Our product portfolio is comprised of a varied range of add-ons, web parts and bundled toolkits that leverage information across an organization and include solutions for document management, enterprise search, reporting and more. 

Melissa Data Address Verification

Your member data is one of your most important assets, and keeping this data accurate is critical to maintaining effective communication with your members. Protech Business Solutions users can take advantage of the online Address Verification service provided by Melissa Data that automatically fills in the most accurate postal address using an 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

PayPal Payflow Pro
Today, a majority of member transactions are processed via credit card. Protech Business Solutions provides integration to PayPal® (formerly Verisign) Payflow Pro that seamlessly posts transactions to CRM for Members and records payment down through the 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