Productivity Tools for Pivotal CRM

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Steve Roche of CRMCulture, focuses on one of the keys to your CRM success the navigational enhancements that demonstrate why Pivotal CRM is still the most capable CRM on the planet. View a collection of installable Pivotal enhancements referred to as the CRMCulture Productivity Pack, showcasing features that Pivotal can do right out-of-the-box for tremendous navigational ease.

Text of Productivity Tools for Pivotal CRM

Productivity Pack 3.0 for Pivotal CRM

Productivity Toolsfor Pivotal CRM

Steve Rochsroch@crmculture.com303.875.7163www.CRMCulture.com

CRM | ERP | Marketing | Web | BI | Training

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Background

Pivotal Partner of the Year 2010, 2011, 2012Boulder, Colorado basedFormer Pivotal Customer 1999 2007 Pivotal CRM and Microsoft Dynamics CRMOperational Excellence Driven - Clicks MatterPassion for the Pivotal Platform

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Thank You to ourCustomer-Partners

Aristech AcrylicsALL Erection & Crane Rental Chandler Asset ManagementCaridian BCTCypher SystemsEnerbank USAEssential IndustriesGeorgetown University LawGE Power & WaterHarvard ManagementHydro GearHeinemann PublishingJohn G. Ullman & AssociatesLBA RealtyMedical Simulation CorpMoneta GroupPathway Capital ManagementSycuan CasinoVisa Lighting

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CRMCulture

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Productivity Pack 3.0 for Pivotal CRM

Steve Rochwww.CRMCulture.com303.875.7163

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What is it? Why do I need it?

Quick Wins - Sexy Features users will talk about!Adds differentiating navigation and critical featuresReady-To-Install add-on configured without codingReduces I.T. calls enables IT to manage data fasterDemonstrates undeniable superiority of the Pivotal platform

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Features Matter

Email PreviewBetter Interactions ViewRecord PreviewerTab ToolsCounts & Sums Sum Columns like ExcelIn-Line SRL EditorHyper-NavigationAuto-Complete FieldsBatch Record EditingBatch Record CreationEmail ShortcutsEmail TemplatesBatch Emails, and moreSQL QueryAddress Lookup & CorrectionDocument Management

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Is it Supported?

YES! All features use standard supported Pivotal APIs that upgrade right with other platform features. Fully supported by CRMCulture just like other add-ons

On my desk (see photo) is the listing of the CRMCulture productivity pack features. This is because each time I see the amazing features you have built, I am asked why/how/when we could have these in the out of the box applications.

I consider CRMCulture to be, by far our most create partner and a natural extension of our team.

Ehab SamyDirector, CRM ApplicationsCDC Software

Jason RushforthPresident, Front OfficeCDC Software

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General Rules

Works for any custom table, generically and without coding.Uses Pivotal Global Notification Handlers to invoke most functionalityHonors server & form business logicUses and honors native Pivotal SecurityBecause everything is in a few DLLs, there is no code to modify or break at upgrade time

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Prod Pack Administration

Sums this field any time an Opportunity is displayed on a tab

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Email Preview

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Preview Pane Control

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Tab Tools

Show Counts and Sums on every tab of every form Instantly! No coding or Configuration

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Context Menus

Expose a Context Sensitive Menu for any Table plus Security group combination

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Hyper-Navigation

Put R back into Relationship Management

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Hyper-Navigation

Create new lists without writing Queries

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Hyper-Navigation

Define each feature for a table plus security group

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Batch Add Anything

Required fields of the form show up dynamically for any table.

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Hyper Navigate to the $$$

Show Me The Money!

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Summarize Column

Add columns just like Excel!

Select some rows thenRight Click to Summarize

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Batch Editor

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In-Line SRL Editing

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Email Templates

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Email Templates

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Email Templates

Merge Subjects

Attachments

Embed Images

Merge Secondaries

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Auto-Complete

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Auto Address Correction

Zip + 4

Address Correction

Sets City and State

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SQL Query

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Prod Pack Administration

Sums this field any time an Opportunity is displayed on a tab

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Prod Pack Settings

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Fully FunctionalTrial Version Available

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