Steve Roche of CRMCulture, focuses on one of the keys to your CRM success – the navigational enhancements that demonstrate why Pivotal CRM is still the most capable CRM on the planet. View a collection of installable Pivotal enhancements referred to as the CRMCulture Productivity Pack, showcasing features that Pivotal can do right out-of-the-box for tremendous navigational ease.

1. Productivity Tools
for Pivotal CRM
STEVE ROCH
sroch@crmculture.com
303.875.7163
www.CRMCulture.com
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2. CRM | ERP | Marketing | Web | BI | Training

3. Background
• Pivotal Partner of the Year 2010, 2011, 2012
• Boulder, Colorado based
• Former Pivotal Customer 1999 – 2007
• Pivotal CRM and Microsoft Dynamics CRM
• Operational Excellence Driven - Clicks Matter
• Passion for the Pivotal Platform
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4. Thank You to our
Customer-Partners
• Aristech Acrylics • Hydro Gear
• ALL Erection & Crane Rental • Heinemann Publishing
• Chandler Asset Management • John G. Ullman & Associates
• Caridian BCT • LBA Realty
• Cypher Systems • Medical Simulation Corp
• Enerbank USA • Moneta Group
• Essential Industries • Pathway Capital Management
• Georgetown University Law • Sycuan Casino
• GE Power & Water • Visa Lighting
• Harvard Management
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5. CRMCulture
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6. Productivity Pack 3.0
for Pivotal CRM
Steve Roch
www.CRMCulture.com
303.875.7163
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7. What is it? Why do I need it?
 Quick Wins - Sexy Features users will talk about!
 Adds differentiating navigation and critical features
 Ready-To-Install add-on – configured without
coding
 Reduces I.T. calls – enables IT to manage data faster
 Demonstrates undeniable superiority of the
Pivotal platform
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8. Features Matter
• Email Preview • Batch Record Editing
• Better Interactions View • Batch Record Creation
• Record Previewer • Email Shortcuts
• Tab Tools • Email Templates
– Counts & Sums – Batch Emails, and more
• Sum Columns like Excel • SQL Query
• In-Line SRL Editor • Address Lookup &
• Hyper-Navigation Correction
• Auto-Complete Fields • Document Management
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9. Is it Supported?
• YES! All features use standard supported Pivotal API’s
that upgrade right with other platform features.
• Fully supported by CRMCulture just like other add-ons
“On my desk (see photo) is the listing of
the CRMCulture productivity pack “I consider CRMCulture to be, by
features. This is because each time I see far our most create partner and a
the amazing features you have built, I am natural extension of our team.”
asked why/how/when we could have
these in the out of the box applications.”
Ehab Samy Jason Rushforth
Director, CRM Applications President, Front Office
CDC Software CDC Software
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10. General Rules
 Works for any custom table, generically and without
coding.
 Uses Pivotal Global Notification Handlers to invoke most
functionality
 Honors server & form business logic
 Uses and honors native Pivotal Security
 Because everything is in a few DLL’s, there is no code to
modify or break at upgrade time
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11. Prod Pack Administration
Sums this field any time an Opportunity
is displayed on a tab
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12. Email Preview
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13. Preview Pane Control
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14. Tab Tools
Show Counts and Sums on every tab of every form Instantly!
No coding or Configuration
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15. Context Menus
Expose a “Context Sensitive” Menu for any
Table plus Security group combination
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16. Hyper-Navigation
Put “R” back into “Relationship Management”
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17. Hyper-Navigation
Create new lists without writing Queries
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18. Hyper-Navigation
Define each feature for a table plus security group
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19. Batch Add Anything
Required fields of the form show up
dynamically for any table.
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20. Hyper Navigate to the $$$
Show Me The Money!
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21. Summarize Column
Add columns just like Excel!
Select some rows then
Right Click to Summarize
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22. Batch Editor
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23. In-Line SRL Editing
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24. Email Templates
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25. Email Templates
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26. Email Templates
Embed Images
Merge Subjects
Merge Secondaries
Attachments
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27. Auto-Complete
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28. Auto Address Correction
Zip + 4
Address Correction
Sets City and State
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29. SQL Query
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30. Prod Pack Administration
Sums this field any time an Opportunity
is displayed on a tab
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31. Prod Pack Settings
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32. Fully Functional
Trial Version Available
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