Pivotal CRM Blog

New hot fixes for Pivotal CRM products have been published at the Pivotal Customer/Partner Portal.

Pivotal Financial Services 4.1 HotFix 4 is a solution for issue where the user was unable to Send Docs for the Literature Fulfillment activity.

Pivotal Market First 5.9 HotFix 6 - resolved two reported issues: where there was a memory leak detected while performing an Assign Value task, as well as where, when choosing Delete and Archive Lead during a Process Lead task does not produce any results and the lead is neither deleted nor archived.

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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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