productivity tools for pivotal crm

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Productivity Toolsfor Pivotal CRM

STEVE ROCHsroch@crmculture.com

303.875.7163www.CRMCulture.com

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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