AEC360 | AEC360

AEC360 — Built for Engineers

The AEC360 Focus on Engineering

Our goal at AEC360 is to capitalize on 30+ years of AEC experience and 12+ years of Dynamics CRM experience to engineer and deliver a CRM solution that is specifically designed to support the business development and marketing requirements of engineering firms.

AEC360’s Foundation

AEC360 is built as a layer around the powerful Microsoft Dynamics CRM 2016 Online platform. Dynamics CRM is operated by more than 55,000+ customers with over 4.9M users worldwide. Microsoft Dynamics provides an “xRM” foundation to allow for specific configurations to fit the unique needs of engineering firms.

Microsoft CRM and AEC360 Functionality

  • Centralized database of accounts, contacts, relationships
  • Opportunity Tracking / Pursuit Management
  • Exchange / Outlook User Interface – Full Functionality
  • Operate directly within Outlook, Native User Experience
  • Attach Outlook emails, activities, and tasks directly to CRM
  • Relationship Intelligence Tools
  • Mobility – Tablets, iPads, and Smartphones

The AEC360 Difference

  • AEC Relationship Intelligence Tools – “It’s not always what you know, it’s who you know!”
  • AEC Project Opportunity “Scoring” – Focus on the right opportunities based on firm-wide relationships and past project experience
  • Accounting Integration – Deltek Vision, Viewpoint, Dynamics AX, Oracle, SAP, BST Global,
  • Business Process Automation and Workflow – Alerts, Notifications, Business Workflow, etc.
  • Document Assembly – Custom Proposal and Resume Generation
  • Dashboarding and Reporting Systems
  • Outlook Contact Automation – Easily contribute Outlook Contacts and Relationships
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