Productivity Tools for Pivotal CRM

  • Published on
    20-Oct-2014

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DESCRIPTION

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.

Transcript

Productivity Pack 3.0 for Pivotal CRMProductivity Toolsfor Pivotal CRMSteve Rochsroch@crmculture.com303.875.7163www.CRMCulture.comCRM | ERP | Marketing | Web | BI | TrainingCRM | ERP | Marketing | Web | BI | TrainingBackgroundPivotal 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 PlatformCRM | ERP | Marketing | Web | BI | TrainingThank You to ourCustomer-PartnersAristech 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 LightingCRM | ERP | Marketing | Web | BI | TrainingCRMCultureCRM | ERP | Marketing | Web | BI | TrainingProductivity Pack 3.0 for Pivotal CRMSteve Rochwww.CRMCulture.com303.875.7163CRM | ERP | Marketing | Web | BI | TrainingWhat 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 platformCRM | ERP | Marketing | Web | BI | TrainingFeatures MatterEmail 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 ManagementCRM | ERP | Marketing | Web | BI | TrainingIs 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-onsOn 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 SoftwareJason RushforthPresident, Front OfficeCDC SoftwareCRM | ERP | Marketing | Web | BI | TrainingGeneral RulesWorks 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 timeCRM | ERP | Marketing | Web | BI | TrainingProd Pack AdministrationSums this field any time an Opportunity is displayed on a tabCRM | ERP | Marketing | Web | BI | TrainingEmail PreviewCRM | ERP | Marketing | Web | BI | TrainingPreview Pane ControlCRM | ERP | Marketing | Web | BI | TrainingTab ToolsShow Counts and Sums on every tab of every form Instantly! No coding or ConfigurationCRM | ERP | Marketing | Web | BI | TrainingContext MenusExpose a Context Sensitive Menu for any Table plus Security group combinationCRM | ERP | Marketing | Web | BI | TrainingHyper-NavigationPut R back into Relationship ManagementCRM | ERP | Marketing | Web | BI | TrainingHyper-NavigationCreate new lists without writing QueriesCRM | ERP | Marketing | Web | BI | TrainingHyper-NavigationDefine each feature for a table plus security groupCRM | ERP | Marketing | Web | BI | TrainingBatch Add AnythingRequired fields of the form show up dynamically for any table.CRM | ERP | Marketing | Web | BI | TrainingHyper Navigate to the $$$Show Me The Money!CRM | ERP | Marketing | Web | BI | TrainingSummarize ColumnAdd columns just like Excel!Select some rows thenRight Click to SummarizeCRM | ERP | Marketing | Web | BI | TrainingBatch EditorCRM | ERP | Marketing | Web | BI | TrainingIn-Line SRL EditingCRM | ERP | Marketing | Web | BI | TrainingEmail TemplatesCRM | ERP | Marketing | Web | BI | TrainingEmail TemplatesCRM | ERP | Marketing | Web | BI | TrainingEmail TemplatesMerge SubjectsAttachmentsEmbed ImagesMerge SecondariesCRM | ERP | Marketing | Web | BI | TrainingAuto-CompleteCRM | ERP | Marketing | Web | BI | TrainingAuto Address CorrectionZip + 4Address CorrectionSets City and StateCRM | ERP | Marketing | Web | BI | TrainingSQL QueryCRM | ERP | Marketing | Web | BI | TrainingProd Pack AdministrationSums this field any time an Opportunity is displayed on a tabCRM | ERP | Marketing | Web | BI | TrainingProd Pack SettingsCRM | ERP | Marketing | Web | BI | TrainingFully FunctionalTrial Version AvailableCRM | ERP | Marketing | Web | BI | Training