Pivotal CRM Blog

Since today a mobile solution Pivotal CRM HandHeld version 5.10 is in sale.
In new version a user’s interface and a synchronization mechanism have been improved. Moreover, the adjustments for errors reported dealing with a previous version have been implemented.

A new user’s interface allows creating more dynamic and developed forms and implementing extended business logic, based on a value of individual fields. Users gains also an influence on a range of synchronizing data.

Pivotal HandHeld is a mobile solution for BlackBerry devices, which enables an access to Pivotal CRM system’s data practically anywhere and anywhen. Getting connected with Pivotal CRM server is followed by bi-directional data synchronization. Thanks to that, mobile users receive the access for actual data and stationary employees gain a fast access to local information. Pivotal HandHeld enables also the access to the data offline, that is without a connection with the Internet. In that case the application uses data collected on a portable device.

In connection with providing Pivotal HandHeld 5.10, the documentation for this solution, including administrator’s manual, installation guide and so called Release Notes - a list of introduced changes - has been published at Pivotal Partner/Customer websites.

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RS Components Hong Kong, a part of Electrocomponents PLC group, has chosen Pivotal CRM platform for supporting its processes of management of relations with customers. System will be implemented in 14 company’s offices in Asia Pacific territory, including 7ones in China itself.

Pivotal CRM system will be used for management and monitoring a broadly understood customers’ service, for instance: contact and activity management, telesales and sales account planning, account territories alignment, scorecard tracking, monitoring visits to the customers and prospects. RS will use  Pivotal CRM system also to marketing customers’ service. Moreover, Pivotal CRM system will be bi-directionally integrated with ERP system, used in RS.

More information on RS Components company can be found at:
http://www.rs-components.com/index.html

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CDC Software is starting working on the next version of Pivotal CRM!

Despite the fact that Pivotal Sedna will be released in about 9 months, CDC Software has just initiate works on its successor. A new system was given a code name “Meritage”.

On the beginning of the week, chosen customers and deliverers of Pivotal CRM system received an invitation to the participation in a “Maritage Customer Input” program. Within the framework of this program until the end of April series of dedicated teleconferences will be organized. During the conferences there will be discussed how the proposed new functionality can help solving current problems of companies and how it can influence on building and realization of CRM strategy.

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Set of 23 documents for spanish version of Pivotal CRM 5.9 has been published on Pivotal Partner/Customer Portal.

The published documentation consists mainly of help files and Release Notes for Pivotal CRM 5.9 platform components, for instance Pivotal Windows Access, Pivotal Rich Client, Email Connector, SyncStream and many more.

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On the Pivotal Customer/Partner Portal websites a new Hot Fix for Pivotal Windows Access version 5.1 has been published.

The adjustments are solving the problems with the efficiency of ANM service and modifying a mechanism of data access filters.
Additionally, the file includes all adjustments for Pivotal Windows Access version 5.1 that has been published so far.

Installation of published Hot Fixes and Service Packs is an element of proper Pivotal CRM system’s maintenance recommended by a producer.

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