The Pivotal SharePoint Connector enables integration between a company's Pivotal CRM system and Microsoft SharePoint for improved document storage and collaboration capabilities. It allows sharing of content and information between SharePoint and Pivotal records. The connector plugs into SharePoint Server to enable communication with Pivotal CRM through supported interfaces. It automatically creates unique SharePoint sites for companies and opportunities linked to Pivotal records.

1. Pivotal SharePoint Connector
Use the Pivotal SharePoint Connector to enable integration between
your Pivotal CRM system and Microsoft SharePoint® for enhanced
document storage capability
Microsoft Office SharePoint Server provides a single, integrated
location where employees can efficiently collaborate with team
members, find organizational resources, search for experts and
corporate information, manage content and workflow, and leverage
business insight to make better-informed decisions. By combining
Microsoft SharePoint and the Pivotal SharePoint Connector you can
deliver content specific information where your employees need it,
linked to the Pivotal CRM records.
The Pivotal SharePoint Connector plugs into Microsoft SharePoint Server and enables it to
communicate with Pivotal CRM through the supported interfaces.
Features
• Leverage many different site templates so individual company sites have their own look
and feel.
• Relies on Microsoft SharePoint to perform all the “heavy lifting” and removes the burden of
saving attachments in the Pivotal CRM database.
• Automatically creates unique Microsoft SharePoint sites for both Company and Opportunity
records, and can be extended to other functional areas.
• Site security and access control rights managed within Microsoft SharePoint.
• Mobile clients can access the Microsoft SharePoint component when connected to the network
The Microsoft SharePoint connection via web tab on a Company record.

2. Sites created from within the Pivotal CRM framework can also be managed directly from the
Microsoft SharePoint environment.
Pivotal SharePoint Connector requirements:
• Windows SharePoint Services 2.0 / 3.0 or Microsoft SharePoint Portal Server.
• Pivotal Versions 5.1, 5.7 and 5.9
• Windows 2003 Server Operating System
Pricing for the Sharepoint Connector Utility includes installation (production and test) and up to
eight hours of end-user training and support from Pivotal Professional Services.
Contact your Pivotal Professional Services director or account manager for further information.
Learn More About Pivotal SharePoint Connector
To learn more about how Pivotal SharePoint Connector can meet your firm’s unique needs, call us today at +1 877-PIVOTAL
(+1 877-748-6825) or visit us at www.pivotal.com.
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