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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.
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Productivity Toolsfor Pivotal CRM
STEVE [email protected]
303.875.7163www.CRMCulture.com
CRM | ERP | Marketing | Web | BI | Training
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Background• Pivotal Partner of the Year 2010, 2011, 2012• Boulder, Colorado based• Former Pivotal Customer 1999 – 2007 • Pivotal CRM and Microsoft Dynamics CRM• Operational Excellence Driven - Clicks Matter• Passion for the Pivotal Platform
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Thank You to ourCustomer-Partners
• Aristech Acrylics
• ALL Erection & Crane Rental
• Chandler Asset Management
• Caridian BCT
• Cypher Systems
• Enerbank USA
• Essential Industries
• Georgetown University Law
• GE Power & Water
• Harvard Management
• Hydro Gear
• Heinemann Publishing
• John G. Ullman & Associates
• LBA Realty
• Medical Simulation Corp
• Moneta Group
• Pathway Capital Management
• Sycuan Casino
• Visa Lighting
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CRMCulture
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Productivity Pack 3.0 for Pivotal CRM
Steve Rochwww.CRMCulture.com
303.875.7163
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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 features
Ready-To-Install add-on – configured without coding
Reduces I.T. calls – enables IT to manage data faster
Demonstrates undeniable superiority of the Pivotal platform
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Features Matter• Email Preview
• Better Interactions View
• Record Previewer
• Tab Tools– Counts & Sums
• Sum Columns like Excel
• In-Line SRL Editor
• Hyper-Navigation
• Auto-Complete Fields
• Batch Record Editing
• Batch Record Creation
• Email Shortcuts
• Email Templates– Batch Emails, and more
• SQL Query
• Address Lookup & Correction
• Document Management
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Is it Supported?• YES! All features use standard supported Pivotal API’s 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 functionality
Honors server & form business logic
Uses and honors native Pivotal Security
Because everything is in a few DLL’s, 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 ToolsShow Counts and Sums on every tab of every form Instantly!
No coding or Configuration
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Context MenusExpose a “Context Sensitive” Menu for any
Table plus Security group combination
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Hyper-NavigationPut “R” back into “Relationship Management”
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Hyper-NavigationCreate new lists without writing Queries
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Hyper-NavigationDefine 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 ColumnAdd 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 SubjectsAttachmentsEmbed ImagesMerge Secondaries
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Auto-Complete
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Auto Address Correction
Zip + 4Address 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
