Pivotal CRM Research Services dramatically increases user efficiency and productivity with enhanced web-services support for direct access to Pivotal CRM-based customer information from applications in the Microsoft Office suite.
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
More than just marketing, “x”RM4Legal offers firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM can be anything. xRM is based on Microsoft CRM and the .NET platform.
SharePoint Server 2007 Overview - TechMentor 2007 with Joel OlesonJoel Oleson
This deck discusses the features in SharePoint Server in an overview style presentation. This was presented while I was a Product Manager for Microsoft SharePoint at TechMentor in Orlando by Joel Oleson
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
More than just marketing, “x”RM4Legal offers firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM can be anything. xRM is based on Microsoft CRM and the .NET platform.
SharePoint Server 2007 Overview - TechMentor 2007 with Joel OlesonJoel Oleson
This deck discusses the features in SharePoint Server in an overview style presentation. This was presented while I was a Product Manager for Microsoft SharePoint at TechMentor in Orlando by Joel Oleson
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Customer engagement solution architecture and Dynamics 365 PortalsDigital Illustrated
Dynamics Portals introduction. XRM portals: the history & the evolution. What are Dynamics Portals good for, where are they less than optimal. MS Cloud architecture big picture & where does Dynamics Portals fit in.
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
The amount of information inside your company is constantly expanding, and to stay competitive, your data-insight strategy has to keep pace with business change. Here, we explore the benefits of using Infor BI and how using the platform can quickly transform raw data into valuable business insight. Infor BI is the one solution for all your data analytics needs.
Architecture of Dynamics CRM with Office 365 and AzurePedro Azevedo
In this session I explained the relationship between Dynamics 365, Office 365 and Microsoft Azure. Other goal is to explain of easy is to start to develop in this platform.
Integrating sap master data with share point sp saturday st. louisBrian Chorba
One of the main goals for implementing an enterprise system is to improve efficiency by removing major obstacles to sharing and accessing information across functional areas. SAP ERP is one of the most complex Enterprise Systems and focuses on operations that are performed within an organization.
In this presentation, we will explore how SharePoint can increase the visibility of critical, accurate, and real-time line-of-business data such as Master data in SAP. Learn some of the latest trends and technologies in the Microsoft-SAP ecosystem. Discover some of the challenges associated with creating and managing SAP Master data and how we can use SharePoint to solve these problems.
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical OverviewDavid Blumentals
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...Jukka Niiranen
My session at CRM Saturday Oslo looked at the positioning of Flow in the MS cloud stack, compared Flow to the traditional Dynamics 365 workflow engine and gave some guidance on how to administer Flows when deploying the business logic into production environments.
Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
Microsoft Dynamics AX is a professional software solution for global companies that support business specific operational processes with a complete ERP (enterprise resource planning) functionality for HR process-flows and automated financial transaction processing.
Emerging Trends in Cloud Architecture: Social, Mobile, ConnectedSalesforce
In the first wave of computing, companies used mainframes and terminals across thousands of computers. Then we moved to the second wave of computing -- client server computing - where millions of PCs existed on networks. But today, we're entering into a third wave of computing, the most exciting wave of computing ever because everything is becoming connected. It’s not just PCs, but it’s smartphones, tablets, products, sensors, watches – almost anything can be connected. In fact, over 50 billion things will become connected by 2020, because everything is in the cloud.
In the third wave of computing, more and more devices and things are becoming connected and controlled through social and mobile apps.
The Pivotal CRM team at CDC Software is a leading provider of customer relationship management (CRM) software applications. Pivotal CRM is the only CRM solution offering rich functionality, a full application suite, and best-in-class customization capabilities, all with a low total cost of ownership
Customer engagement solution architecture and Dynamics 365 PortalsDigital Illustrated
Dynamics Portals introduction. XRM portals: the history & the evolution. What are Dynamics Portals good for, where are they less than optimal. MS Cloud architecture big picture & where does Dynamics Portals fit in.
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
The amount of information inside your company is constantly expanding, and to stay competitive, your data-insight strategy has to keep pace with business change. Here, we explore the benefits of using Infor BI and how using the platform can quickly transform raw data into valuable business insight. Infor BI is the one solution for all your data analytics needs.
Architecture of Dynamics CRM with Office 365 and AzurePedro Azevedo
In this session I explained the relationship between Dynamics 365, Office 365 and Microsoft Azure. Other goal is to explain of easy is to start to develop in this platform.
Integrating sap master data with share point sp saturday st. louisBrian Chorba
One of the main goals for implementing an enterprise system is to improve efficiency by removing major obstacles to sharing and accessing information across functional areas. SAP ERP is one of the most complex Enterprise Systems and focuses on operations that are performed within an organization.
In this presentation, we will explore how SharePoint can increase the visibility of critical, accurate, and real-time line-of-business data such as Master data in SAP. Learn some of the latest trends and technologies in the Microsoft-SAP ecosystem. Discover some of the challenges associated with creating and managing SAP Master data and how we can use SharePoint to solve these problems.
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical OverviewDavid Blumentals
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...Jukka Niiranen
My session at CRM Saturday Oslo looked at the positioning of Flow in the MS cloud stack, compared Flow to the traditional Dynamics 365 workflow engine and gave some guidance on how to administer Flows when deploying the business logic into production environments.
Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
Microsoft Dynamics AX is a professional software solution for global companies that support business specific operational processes with a complete ERP (enterprise resource planning) functionality for HR process-flows and automated financial transaction processing.
Emerging Trends in Cloud Architecture: Social, Mobile, ConnectedSalesforce
In the first wave of computing, companies used mainframes and terminals across thousands of computers. Then we moved to the second wave of computing -- client server computing - where millions of PCs existed on networks. But today, we're entering into a third wave of computing, the most exciting wave of computing ever because everything is becoming connected. It’s not just PCs, but it’s smartphones, tablets, products, sensors, watches – almost anything can be connected. In fact, over 50 billion things will become connected by 2020, because everything is in the cloud.
In the third wave of computing, more and more devices and things are becoming connected and controlled through social and mobile apps.
The Pivotal CRM team at CDC Software is a leading provider of customer relationship management (CRM) software applications. Pivotal CRM is the only CRM solution offering rich functionality, a full application suite, and best-in-class customization capabilities, all with a low total cost of ownership
PivotalCRM - Pivotal_crm and microsoft_usPivotal CRM
For more than a decade, Pivotal CRM has been the choice of Microsoft-centric organizations that want the flexibilityto model their specific business practices within their customer relationship management system. CDC Softwarecooperates closely with Microsoft to ensure Pivotal CRM customers can always take advantage of the latest advancesin Microsoft technology
Corporate-training-for-msbi-course-in-mumbaiUnmesh Baile
Vibrant Technologies is headquarted in Mumbai,India.We are the best MSBI training provider in Navi Mumbai who provides Live Projects to students.We provide Corporate Training also.We are Best Microsoft Business Intelligence classes in Mumbai according to our students and corporators
What’s an insight? Find out how you can consume and combine external data with your Dynamics CRM data to drive new opportunities and importantly insights.
Pivotal CRM6.0 meets the challenge. It’s a complete front-office solution built on the next-generation Pivotal CRM platform that not only adapts to the way you do business—it also ensures higher productivity and lower costs
A fully managed service for fan, member and sponsor management with integrated athlete/player administration, marketing communications, website portals, events and ticketing.
MS Dynamics CRM 365 is the comprehensive software suite facilitating brilliant fusion of CRM and ERP cloud services focused on a specific business process. This integrated cloud-based CRM and ERP solutions offer intelligent Software-as-a-Service (SaaS) applications that seamlessly integrate with Microsoft Office 365.
Technology has evolved to make software & hardware Smarter, Faster & Cheaper. Business Intelligence space also is undergoing change and moving from Top Management to Strategic & Operational levels.
Democratization of BI is a presentation about how BI is changing and organizations are implementing BI Solutions even to Operational Level.
Pivotal Mobile Customer Relationship Management (CRM) applications provide a range of solutions that ensure a sale is never delayed because of limited access to critical data.
The Pivotal Service suite has been designed to drive improvements in customer service while reducing operating and maintenance costs throughout the customer lifecycle — while improving the quality of customer interactions.
Pivotal CRM for Home Building and Real Estate is a clear choice for single- and multi-family home builders and other real estate industry firms looking to increase operational efficiency, gain competitive advantage, and meet the challenges of a market slowdown.
Wird ein Social CRM Tool mit dem Anspruch implementiert, die ohnehin nur mäßig funktionierende CRM Installation zu verbessern, führt dies so gut wie sicher zu einer Enttäuschung. Die besten Projektergebnisse erzielt ein Social CRM als natürliche Erweiterung der bisherigen CRM-Tools und-Strategien
Implementing lead management best practices through marketing automation reduces the cost of marketing, fills the sales pipeline faster with better quality leads, and grows revenue
Pivotal SyndMail is a complete e-mail marketing solution that lets you segment your audience, send electronic communications, and analyze the success of your campaign.
Institutional asset managers need to become more customer-centric to differentiate themselves in the market and retain current clients. When institutional account contracts come up for renewal, client satisfaction plays a critical role in their decision-making.
Explains how businesses can use CRM to foster and implement customer-centric innovation, enhancing the customer experience and creating internal efficiencies to establish a clear competitive edge.
Explains the practical CRM tools that can help to introduce repeatable, proven process to your sales team. So you can help them figure out what works best.
Explains the real, practical advantages healthcare payer organizations can experience by using CRM technology to streamline and minimize paper-based processes.
From Complexity and Frustration to Simplicity and Effectiveness it is the most viable foundation for discovering new opportunities that build momentum and inspire growth.
How financial services companies are using customer relationship management to converge people, processes, and products more effectively to earn the position of valued partner, and embark on true relationship banking — with the end result of growing business momentum
The executive Guide to CRM architechturePivotal CRM
Explains the importance of flexible software architecture, and how the right CRM solution can support and even advance an organization’s ability to evolve in lock-step with changes as they occur—enabling them to attain and maintain a competitive advantage.
Implementing lead management best practices through marketing automation reduces the cost of marketing, fills the sales pipeline faster with better quality leads, and grows revenue
The crm journey from productivity to profitPivotal CRM
How companies across a vast selection of industries are using customer relationship management to converge people, processes, and products more efficiently.
Addressing the contact center opportunity, discuss five important contact center trends, and explain how companies can embrace these trends to create a smart strategy that can improve the top and bottom line.
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the firm, and improve responsiveness to client demands
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Generative AI Deep Dive: Advancing from Proof of Concept to ProductionAggregage
Join Maher Hanafi, VP of Engineering at Betterworks, in this new session where he'll share a practical framework to transform Gen AI prototypes into impactful products! He'll delve into the complexities of data collection and management, model selection and optimization, and ensuring security, scalability, and responsible use.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
PHP Frameworks: I want to break free (IPC Berlin 2024)Ralf Eggert
In this presentation, we examine the challenges and limitations of relying too heavily on PHP frameworks in web development. We discuss the history of PHP and its frameworks to understand how this dependence has evolved. The focus will be on providing concrete tips and strategies to reduce reliance on these frameworks, based on real-world examples and practical considerations. The goal is to equip developers with the skills and knowledge to create more flexible and future-proof web applications. We'll explore the importance of maintaining autonomy in a rapidly changing tech landscape and how to make informed decisions in PHP development.
This talk is aimed at encouraging a more independent approach to using PHP frameworks, moving towards a more flexible and future-proof approach to PHP development.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
GridMate - End to end testing is a critical piece to ensure quality and avoid...ThomasParaiso2
End to end testing is a critical piece to ensure quality and avoid regressions. In this session, we share our journey building an E2E testing pipeline for GridMate components (LWC and Aura) using Cypress, JSForce, FakerJS…
Removing Uninteresting Bytes in Software FuzzingAftab Hussain
Imagine a world where software fuzzing, the process of mutating bytes in test seeds to uncover hidden and erroneous program behaviors, becomes faster and more effective. A lot depends on the initial seeds, which can significantly dictate the trajectory of a fuzzing campaign, particularly in terms of how long it takes to uncover interesting behaviour in your code. We introduce DIAR, a technique designed to speedup fuzzing campaigns by pinpointing and eliminating those uninteresting bytes in the seeds. Picture this: instead of wasting valuable resources on meaningless mutations in large, bloated seeds, DIAR removes the unnecessary bytes, streamlining the entire process.
In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
1. Pivotal Research Services™
Enabling an Integrated Front-Office
Pivotal CRM Research Services dramatically Ubiquitous access to customer, prospect, and product data from
increases user efficiency and productivity
with enhanced web-services support for
common applications transforms CRM into an interactive data
direct access to Pivotal CRM-based customer repository, creating a unified desktop that integrates traditional office
information from applications in the Microsoft tools with CRM to drive new levels of user productivity and efficiency.
Office suite.
Transforming CRM
Third-Party Application Support Traditionally, CRM has focused on empowering managers, not workers. Nowhere is this more
• Microsoft Outlook®
apparent than in sales organizations, where sales reps continue to employ a range of tools,
• Microsoft Word® including word processors, spreadsheets, presentation software, and contact managers to create
customer-facing documents and communications in isolation of the CRM system.
• Microsoft Excel®
• Microsoft PowerPoint® The key to creating a unified solution is integrating the productivity of traditional office tools
with the customer focus of CRM. By allowing users to work in their application of choice, while
• Microsoft Internet Explorer® leveraging CRM data that is made available to all applications—anywhere, anytime—companies
Pivotal CRM Research Services allows users create a truly customer-centric organization.
to quickly reference any data within the Pivotal
CRM enterprise database, including prospect, Microsoft Office® Integration
customer, and product data without the need Pivotal Research Services delivers a Web services-based integration with Microsoft Office®,
to launch the Pivotal CRM Suite. designed to make any business document a potential gateway into the Pivotal CRM customer
database. With or without a network connection, Pivotal Research Services provides one-click
access to Pivotal CRM customer, prospect, and product data directly within Microsoft Word®,
Microsoft Excel®, Microsoft PowerPoint®, Microsoft Outlook®, and Microsoft Internet Explorer®,
delivering the right CRM information at the right time—quickly and easily.
By expanding access to Pivotal CRM data to encompass common desktop applications, users
can work in a single environment to reference customer information, construct ad-hoc reports,
and create customer-facing communications. From initial contact to final proposal, users will never
need more than one solution. The freedom to work in the office or on the road—in connected or
disconnected environments—improves CRM user adoption and drives higher levels of productivity.
Pivotal Research Services in Action
One-click access to Pivotal CRM data from within MS Office. While working in Microsoft Word,
Outlook, PowerPoint, Excel, or Internet Explorer, users can highlight any keyword and click on it
to open a Research Pane, which displays relevant Pivotal CRM customer, prospect, or product
data within Microsfot Office, in accordance with the security profile of the user. There’s no need
to exit the Microsoft Office application or separately launch the Pivotal CRM Suite to make use of
customer data.
The Research Pane returns the results of a search conducted within the Pivotal CRM enterprise
data, based on the keyword clicked. Users can:
• Filter the results
• Perform a new search
• Send email to a contact
• Link to related Web pages
• Open the record within Pivotal CRM
• Copy or insert text from search results into a document
Pivotal CRM | Datasheet