The document provides an overview of planned features for StoryPulse client version 3.5.0 including: introducing a new assessment type called Simple Form Assessment; allowing sales representatives to capture stock information from stockists and sync it to the CRM system; and enabling sales representatives to view previous month's data but only enter data up to a given period of time. Team level stockist data sharing between sales representatives is listed as out of scope for this release.

1. January 10th
2017
StoryPulse
Planned Scope for Client Version 3.5.0

2. Disclaimer ........................................................................................................................... 3
Purpose............................................................................................................................... 4
Planned Scope.................................................................................................................... 4
New Assessment type introduced for forms..................................................................... 5
Stock Capture..................................................................................................................... 5
Previous Month Data ......................................................................................................... 5
Out of Scope....................................................................................................................... 5

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 December 2016, the version of StoryPulse available in the
market is 3.4.0. This document highlights the key areas of innovation
planned for the iPad version 3.5.0 as described below.
 New Assessment type introduced for Forms
 Stock Capture
 Previous Month Data
 Out of Scope

5. In this version, sales representatives can use StoryPulse to capture
Stock information for Stockists and synchronize the data with the
CRM On Demand system.
New Assessment type introduced for forms
For this requirement, a new assessment called Simple Form
Assessment is introduced.
Stock Capture
iSales Flow: Sales representatives based on their visibility, can see a
list of all Stockists with matching geo code and Products by tapping
on the ‘Capture Stock’ button. Products information from the
selected stockist can be captured with details of week and month. All
captured info is submitted to the server for processing and stored in
the CRMOD.
StoryPulse Flow: Sales representatives can also select the StoryPulse
app to view a list of all Stockists by selecting the Accounts tab and
continue with the flow as above.
Previous Month Data
Sales representatives can view the previous month’s data all the time
but enter data only up to a given period of time.
Out of Scope
Team level Stockist Data Sharing between sales representatives will
be enabled in the subsequent release.