Pivotal CRM Blog

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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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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New documents describing examples of system’s implementation all around the world have been published at Pivotal Partner Portal website.

The above-mentioned documentary set includes 17 presentations of case studies, for instance for ESRI, Allianz, CMS Cameron McKenna, SecureWorks, and many more.

The documents can be downloaded from Sales menu -> Sales Tools -> Case Studies.

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Large package of documentation dedicated for Partners, has been published at Pivotal Partner Portal.The documentation includes above 30 documents on Pivotal CRM for Financial Sevices, materials on subject of a vertical solution Pivotal CRM Homebuilder and a set of a corporation materials, presenting CDC enterprise and a location of Pivotal CRM package in CDC Software strategy.

The published materials include:

Pivotal CRM Financial Services
Commercial tools
       Demo Scripts - manual of conducting presentations with FS
       Sale Strategies - documents recommended a way of selling FS
       Positioning FS - a list of needs which Pivotal FS solution meets
       Financial Services Roadmap - describing CDC strategy of FS’s development

Technical tools
       A full specification of Financial Services’ technical solutions

Marketing tools
       White Papers documents describing use of Financial Services in practice

The documents can be found at Pivotal Partner Portal in Sales category -> Sales Tools. They can be downloaded by marking Microvertical Solutions/Financial Services checkbox.

Pivotal CRM Homebuilder
Commercial tools
       A presentation of Homebuilder solution
       Marketing materials for Pivotal CRM Homebuilder

The documents can be found at Pivotal Partner Portal in Sales category -> Sales Tools. They can be downloaded by marking Microvertical Solutions/Real Estate And Construction checkbox.

Corporation documents
       CDC Software Presentation - Corporate Overview Presentation - presentation of CDC corporation
       CDC Software Corporate Presentation - Pivotal CRM - presentation of Pivotal CRM package
       Marketing materials on CDC corporation

The documents can be found at Pivotal Partner Portal in Sales category -> Sales Tools. They can be downloaded by marking Corporate Information/Corporate Presentations and Corporate Information/Literature checkbox.
 

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Vaultus Designer 5.10 Developer Guide is already available.

Vaultus Designer is a dedicated tool for creating a mobile applications for Pivotal HandHeld 5.10 for BlackBerry devices. The 150-page manual contains a detailed description of the tool, rules of creating the mobile applications and a way of configuration developer, test and productive environment. Individual chapters include a number of examples presenting a way of building the application in practice.

The manual can be downloaded from a Pivotal Customer/Partner Portal websites.

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