Pivotal SharePoint Connector Microsoft Office SharePoint Server provides a single, integrated location where employees can efficiently collaborate with team members, find organizational resources, search for experts and corporate information, manage content and workflow, and leverage business insight to make better-informed decisions. By combining Microsoft SharePoint and the Pivotal SharePoint Connector you can deliver content specific information where your employees need it, linked to the Pivotal CRM records. The Pivotal SharePoint Connector plugs into Microsoft SharePoint Server and enables it to communicate with Pivotal CRM through the supported interfaces. Features Leverage many different site templates so individual company sites have their own look • and feel. Relies on Microsoft SharePoint to perform all the “heavy lifting” and removes the burden of • saving attachments in the Pivotal CRM database. Automatically creates unique Microsoft SharePoint sites for both Company and Opportunity • records, and can be extended to other functional areas. Site security and access control rights managed within Microsoft SharePoint. • Mobile clients can access the Microsoft SharePoint component when connected to the network • The Microsoft SharePoint connection via web tab on a Company record. Use the Pivotal SharePoint Connector to enable integration between your Pivotal CRM system and Microsoft SharePoint ® for enhanced document storage capability

pivotal share point connector

Download PDF Report

Upload
pivotal-crm
View
558
Download
2

Tags:

Embed Size (px)

DESCRIPTION

Use the Pivotal SharePoint Connector to enable integration between your Pivotal CRM system and Microsoft SharePoint® for enhanced document storage capability

Citation preview

Pivotal SharePoint Connector

Microsoft Office SharePoint Server provides a single, integrated location where employees can efficiently collaborate with team members, find organizational resources, search for experts and corporate information, manage content and workflow, and leverage business insight to make better-informed decisions. By combining Microsoft SharePoint and the Pivotal SharePoint Connector you can deliver content specific information where your employees need it, linked to the Pivotal CRM records.

The Pivotal SharePoint Connector plugs into Microsoft SharePoint Server and enables it to communicate with Pivotal CRM through the supported interfaces.

FeaturesLeverage many different site templates so individual company sites have their own look •and feel.

Relies on Microsoft SharePoint to perform all the “heavy lifting” and removes the burden of •saving attachments in the Pivotal CRM database.

Automatically creates unique Microsoft SharePoint sites for both Company and Opportunity •records, and can be extended to other functional areas.

Site security and access control rights managed within Microsoft SharePoint.•

Mobile clients can access the Microsoft SharePoint component when connected to the network•

The Microsoft SharePoint connection via web tab on a Company record.

Use the Pivotal SharePoint Connector to enable integration between your Pivotal CRM system and Microsoft SharePoint® for enhanced document storage capability

Learn More About Pivotal SharePoint Connector To learn more about how Pivotal SharePoint Connector can meet your firm’s unique needs, call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.pivotal.com.

Sites created from within the Pivotal CRM framework can also be managed directly from the Microsoft SharePoint environment.

Pivotal SharePoint Connector requirements:Windows SharePoint Services 2.0 / 3.0 or Microsoft SharePoint Portal Server.•

Pivotal Versions 5.1, 5.7 and 5.9•

Windows 2003 Server Operating System•

Pricing for the Sharepoint Connector Utility includes installation (production and test) and up to eight hours of end-user training and support from Pivotal Professional Services.

Contact your Pivotal Professional Services director or account manager for further information.