StoryPulse Planned Scope for Server Version 3.7.0

1. January 27th
2017
StoryPulse
Planned Scope for Server Version 3.7.0

2. Disclaimer ......................................................................................................................3
Purpose..........................................................................................................................4
Planned Scope...............................................................................................................4
Stock Data Sharing .....................................................................................................5
Incremental Updates of Stockists & Products ...........................................................5
Stockist visibility to Management..............................................................................5
Tags ............................................................................................................................5
Activity Creation Flag .................................................................................................6
Enhancements to Web Based Assessments ..............................................................6

3. Disclaimer
This document in any form, software or printed matter, contains
proprietary information that is the exclusive property of
FocalCXM. This document and information contained herein may
not be disclosed, copied, reproduced or distributed to anyone
outside without prior written consent of FocalCXM. This
document is for informational purposes only and is intended solely
to assist you in planning for the implementation and upgrade of
the product features described. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and
timing of any features or functionality described in this document
remains at the sole discretion of FocalCXM. Due to the nature of
the product architecture, it may not be possible to safely include all
features described in this document without risking significant
destabilization of the code.

4. Purpose
This document provides an overview of the strategic product plans
for StoryPulse and related options from FocalCXM. It is intended
solely to help StoryPulse customers understand the value
proposition in upcoming releases.
Planned Scope
As of January 2016, the version of StoryPulse available in the
market is 3.6.0. This document highlights the key areas of
innovation planned for StoryPulse Server 3.7.0 as described below.
 Stock Data Sharing
 Increment updates of stockist and products
 Stockist visibility for Management
 Tags
 Activity Creation Flag
 Enhanced Web Surveys
The release is tentatively scheduled for February.

5. Stock Data Sharing
Users who share same values for a set of attributes have visibility
into the field data captured by each other. This facilitates better
collaboration and data insights.
Incremental Updates of Stockists & Products
This version of the software supports incremental updates to any
stockist and product data in the CRM platforms. Please note that
stockist is just a type of account in CRM terms and products in
this context are not the traditional product catalogs in CRM
platforms. They can be any custom objects repurposed for a
specific need.
Stockist visibility to Management
With this version, management hierarchy (such as Area Business
Managers who have reportees) can see stockists of his/her area
irrespective of sales lines.
Tags
Administrators can define tags and classify assessments using the
StoryPulse admin interface. User can now create, modify and
assign tags to various assessments. This simplifies the ability to
search for assessments.

6. Activity Creation Flag
Administrators can specify if an activity has to be created in the
CRM platform whenever an assessment is synchronized. This
gives flexibility to customers based on their business process.
Enhancements to Web Based Assessments
With this version, surveys can be pushed over the web to
recipients. Responses captured will be synchronized with back end
CRM platforms. As of this version, there is no ability to target web
based assessments to specific customers.