Pivotal CRM Blog

New version of vertical solution “Pivotal CRM for Financial Services 5.9” is available for order now.

Below you can find the new functionality list of this application:

Streamlined Workflow and New Workflow Templates

Pivotal Active Access Usability Enhancements

• Financial Services r5.9 takes advantage of Pivotal r5.9 functionality to enhance usability.
• New features include anchored segments for forms, column spanning, and a new shortcut menu.

Enhanced Relationship Tree

• The Relationship Tree View has been enhanced to show further degrees of separation.
• Support has been added for creating relationships between employees and companies or contacts.

New SmartPortals and Reports

• Financial Services r5.9 provides new SmartPortals for the Capital Markets line of business, and provides new reports for the Capital Markets, Commercial banking, Private Banking, and Institutional Asset Management lines of business.
• Financial Services provides support for news feeds (RSS).

Rollup Notes for Completed Activities List

• A Rollup Notes View with a date and time stamp is available for the completed activities list, with the option to copy the list.

Group Calendar Notification

• Enhanced Group Calendar notification options are enabled to allow users to notify meeting attendees and calendar owners when meeting details are modified.
   

MarkeFirst Integration

• Financial Services r5.9 has been updated to work with Pivotal MarketFirst r5.10.

OSM r5.9 and Intellisync for Pivotal r5.1 Integration

• Financial Services r5.9 has been updated to support OSM r5.9 and Intellisync for Pivotal r5.1.

Handheld and Wireless Integration

• Financial Services r5.9 has been updated to work with Pivotal Handheld r5.9 and Wireless 2.0.

Money Market Directories (MMD) 2007 Integration

• Financial Services r5.9 has been updated to support integration with MMD 2007 r2.0 Hot Fix 1.

Support for the Lotus Notes E-mail Connector

• Financial Services r5.9 has been updated to support LinkPoint for e-mail integration between Financial Services r5.9 and Lotus Notes.

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A mobile version of Pivotal Financial Services 5.9 application for BlackBerry devices has been just released.

Pivotal HandHeld for Financial Services 5.9 enables field employees the access for customer’s data, tasks’ meetings’ and activities’ planning from the level of a mobile device.

The application supports all the five business areas: Private Banking, Commercial Banking, Wholesale Asset Management, Institutional Asset Management and Capital Markets.

The users has the ability of searching, creating, modifying and browsing:

• the data of enterprises, contact persons and activities from all the business areas,
• the data of sale’s opportunities for areas of Private Banking, Commercial Banking, and Institutional Asset Management,
• the data of events for areas of Institutional Asset Management and Capital Markets,
• the data of transactions for Capital Markets area

Additionally, the Pivotal HandHeld for Financial Services 5.9  application can be adapted for specified requirements of the enterprise by implementation of new functionalities and processes service.

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In the database of documentation at Pivotal Customer/Partner Portal a “Pivotal Financial Services 5.9 Database Reference” manual has been published.

It is a great help for customizers and administrators of Pivotal CRM system. The manual describes in detail a structure of Financial Services 5.9 solution’s database and a workflow of the processes supported by this data structure.

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The updated price list of all the components of Pivotal CRM package has been published at Pivotal Partner Portal websites.
The price list includes prices expressed in following currencies: YEN,NZD, USD, GBP, Euro, AUD.

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Pivotal MarketFirst v. 5.10 is already available. CDC Software has informed about providing a new version of system for marketing campaigns’ automation.

Together with the new MarketFirst version, the integration with Pivotal CRM Suite set has been improved. Thanks to that, both systems benefits even more from their resources and data. Below, you can find a specification of new functionalities introduced in the 5.10 version.

Simplified Integration Framework
Pivotal MarketFirst r5.10 provides a new, simplified integration framework that eases the integration process with Pivotal CRM. The new integration console simplifies the task of configuring and administering integration related activities. The enhanced integration console also minimizes the need to customize AppServer Rules and edit XML files.

Access to Pivotal CRM data
Pivotal MarketFirst r5.10 offers you the ability to insert a Pivotal CRM Active Search into your Pivotal MarketFirst query so you can create segments using Pivotal CRM data. What’s more, you can also browse and insert Pivotal CRM data into your Pivotal MarketFirst documents.

Using MarketFirst data within Pivotal CRM
Pivotal MarketFirst r5.10 allows Pivotal CRM users to seamlessly track a contact’s MarketFirst marketing interactions and surveys.

Easier Access to Logs
Pivotal MarketFirst provides you a Log viewer with a wide range of functionality that makes accessing logs easier.

Additionally CDC Software has published a set of new manuals for Pivotal MarketFirst 5.10

The set contains:

• Pivotal MarketFirst r5.10 Basic User Guide
• Pivotal MarketFirst r5.10 Advanced User Guide
• Pivotal MarketFirst r5.10 Campaign Portal Guide
• Pivotal MarketFirst r5.10 Integration Guide

The guides can be download from Pivotal Customer/Partner Portal.

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