Pivotal CRM Blog

The CDC software enterprise has informed in its electronic bulletin about a few facts connected with the integration of new Pivotal CRM Sedna version with MS Office.

The customers who possess implemented MS Exchange 2003 or 2007 server will be provided with a use of MS Outlook functionality directly from Pivotal application, instead of using a traditional MS Outlook client.  In other words, the users will have the opportunity of creating e-mails, planning meetings and activities in the Outlook’s calendar, managing contacts and tasks directly from the Pivotal application. From the other hand, MS Outlook client will be still available and all changes made using Pivotal application will be reflected in Outlook. From the MS Outlook client’s level also the use of database of contacts, stored in Pivotal CRM system will be available.

The customers who have SharePoint Designer 2007 and SharePoint Server 2007 implemented will also have the ability to place new kind of Smart Portals - Pivotal Portal Pages into Pivotal CRM application. Developers of Pivotal system will have an opportunity to prepare predefined portals dedicated to individual business roles - individual for salesmen, customer service representatives, finance experts, and so on.

The users will have a chance for creating their own, predefined webparts sets, in order to create an ergonomic and adapted to their work style portal.

Despite the above-mentioned functionalities, Sedna will be provided with improved mechanisms of integration with MS Office, which are already well-known to the customers:

• Creating LetterExpress using MS Word
• The ability of searching the data from Pivotal CRM system directly in MS Office applications
• The ability to linking e-mails from Outlook to the Pivotal CRM system’s records
• The ability to export the data to MS Excel

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There has appeared an interested Juda Marto’s blog - “CRM Architect - Pivotal CRM and .Net Development” (www.crmarchitect.com) on the Internet.

The blog has existed since April 2007 and contains interested guidelines connected with the implementation of Pivotal CRM system.

Juda Marto is an independent consultant, specialized in designing and implementing CRM systems and Custom Enterprise Applications using Pivotal CRM, Microsoft CRM and .NET Framework. He is Microsoft Certified  Solutions Developer as well as a Microsoft CRM Certified Master.

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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

• The workflow for the Capital Markets and Institutional Asset Management lines of business has been streamlined to better suit real-time scenarios and minimize customization requirements.
• A new out-of-the-box workflow template is available for the Institutional Asset Management line of business.

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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