Solution Sheet

No mat ter how marketS may be chaNgiNg, Stay focuSed oN your cuStomerS with eveN more coNtrol aNd flex ib il ity—aNd eveN lower coSt of owNerShip.

Pivotal® CRM 6.0

pivotal crm 6.0 puts the power and ease of crm in the hands of its users while demanding less from it—reducing costs and increasing profit.

For IT: rapid, low-cost deployment and low support costs For Your Users: an easy-to-use system that’s built to fit exactly the way they work

you have adopted a successful customer-driven crm strategy, but keeping customers happy is not enough, especially in volatile times. you must be ready to adapt to your customers’ changing needs, but also be confident that you can accomplish priorities while maintaining controlled costs. customer-centricity must come with cost-efficiency.

pivotal crm 6.0 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. your organization can deliver outstanding customer experiences and respond immediately to market requirements with the flexibility to adapt processes to meet unique needs. your it team enjoys a rapid, low-cost deployment and low support costs, while your users enjoy an easy-to-use system that’s built to fit exactly the way they prefer to work.

Increase User AdoptionEnsure Users Follow Best Practicesautomate processes at less cost. you developed your current business processes for a reason. pivotal crm 6.0 lets your users execute their day-to-day tasks using intelligent guided workflow that you design to follow your best practices, ensuring your customer information is always consistent and complete. work is streamlined, processes are simplified, and training time is reduced. best of all, customer interactions meet your standards of quality.

Create a Single, Personal View

bring information where it’s required—front and center. information from microsoft® outlook® and microsoft® Sharepoint® is seamlessly built into the pivotal crm 6.0 interface, eliminating duplicate data on multiple platforms as well as lowering the chance of error—resulting in a convenient, straightforward, seamless user experience. Now decision-making tools are all together, so users don’t have to hunt for data, and they can work the way they want to.

pivotal crm 6.0 is the next-generation crm platform that increases adoption, lowers it costs, and easily adapts to change.

Increase user adoption• with a familiar, microsoft-like user interface and by enabling users to personalize the system to work the way they do

Ensure consistency • by driving users through your best practices with custom workflows

Improve productivity• through seamless integration with microsoft outlook, microsoft Sharepoint, and microsoft office that keeps users on task

Lower IT costs • by reducing the costs of adapting, deploying, and maintaining the solution with unparalleled customization and integration abilities and fast deployment

Adapt to market changes• immediately and decisively at a lower cost

to learn more about pivotal crm 6.0 and how it can address your firm’s unique needs, call +1 877-pivotal (+1 877-748-6825).

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Boost Productivity reduce the time it takes for users to accomplish their tasks. with pivotal crm 6.0’s customizable, intuitive user interface that is integrated with outlook, Sharepoint, and the rest of the microsoft office Suite, users will move from one task to another with ease, and they’ll have an immediate view of everything they need. with fewer clicks, on fewer screens, users will accomplish all their day-to-day tasks—calendaring, contact management, e-mail, and much more—-faster, easier, and without ever leaving pivotal crm.

Reduce IT Costs Lower CRM Development Costs built on the new microsoft® .Net technology stack, pivotal 6.0 makes modifications to the data model and other customizations easier at all levels—whether it’s changes to the data model, business processes, or the user interface. pivotal crm 6.0 makes it even easier to build and update applications that support business goals so that your organization can respond quickly to changing market conditions and customer demands. your organization will spend less time coding and can concentrate its efforts on developing better business solutions.

True Microsoft Office Integrationwe have designed pivotal crm 6.0 to work closely with existing systems, giving employees access to familiar tools. users can continue working with their favorite productivity tools (such as microsoft outlook) and still have all their customer information seamlessly accumulated in the pivotal crm system. also pre-integrated with microsoft Sharepoint, pivotal crm 6.0 gives organizations the ability for low-cost integration via Sharepoint web parts from microsoft and other vendors.

Fast, Efficient Installs Speed Time to Marketbecause pivotal 6.0 supports microsoft’s clickonce deployment model, the new pivotal client, which combines the best of the former windows and rich clients, can be centrally downloaded, installed, and updated seamlessly on every machine. in this way, maintenance releases can be centrally deployed, reducing the burden on it.

Cost-Effectively Extend CRMbuild rich integrations across your organization with a centralized, easily discoverable set of web services. pivotal crm 6.0 provides the ability for customizers to embed third-party application functionality directly within a pivotal crm form, cost-effectively extending your solution. and because pivotal 6.0’s portal is based on microsoft Sharepoint, you can use Sharepoint web parts to extend your crm even further.

Survive and Thrive in Changing Marketsthe flexibility of the pivotal crm 6.0 platform gives you an even greater advantage that other crm solutions can’t promise: the ability to evolve and adapt as the business environment changes—at a lower cost. through various economic climates, amid unpredictable market forces, and in response to the changing demands of customers—your competitive advantage starts with your ability to respond quickly, easily, decisively, and affordably.

pivotal crm 6.0 is the flexible crm solution. its flexibility enables change—from fast deployments through it to empowered, productive users through to your prospects and customers.

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New Features

Key FeaturesUser Interface

Navigation familiar, microsoft-style interface with global, subject, topic, and task-level navigation is easy to use, minimizing training.

context-sensitive taskpads present a set of relevant tasks depending on the current form, data, or portal displayed, allowing users to work more efficiently and productively.

portal Sharepoint is pre-integrated as the enabling technology behind pivotal crm portals, presenting data to users in an instantly familiar way.

personalization of their portal pages gives users control over the information they use daily.

Support for existing microsoft web parts (such as calendars, announcements, and links) and pivotal crm web parts (such as rSS feeds, search results lists, and third-party web parts) enables portals to be tailored to users’ needs.

Integration

microsoft outlook microsoft outlook appears embedded in pivotal crm, allowing users to create and send outlook e-mail and perform outlook calendaring and task/contact management—all while working in the pivotal crm application.

users can look up, create, and edit pivotal crm contacts while working in microsoft outlook, streamlining communication with customers and prospects.

data integration pivotal crm portals (based on microsoft Sharepoint technology) allow users to leverage pivotal crm, microsoft, or third-party web parts to display data from third-party sources within pivotal crm and display pivotal crm data in any Sharepoint implementation.

Customization

ui creation pivotal crm 6.0 features a fully customizable, task-oriented user interface.

organizations can build portals specific to each user group or business unit’s needs, ensuring all relevant information and tasks are never more than one click away.

command metadata define actions for taskpads, collect detailed information from users, and create task-driven navigation that guides users through a crm routine step by step, ensuring successful completion of each task.

Snapshot views customizable forms allow organizations to feature all important information front and center in a single snapshot view, without drilling into sub-forms.

form customization the included microsoft visual Studio forms designer supports true wySiwyg design, drag and drop of form elements, and dynamic layout.

third-party applications custom .Net and web code, which calls third-party functionality, can be placed in a control on a form, giving users access to key third-party application functionality while working within pivotal crm.

Deployment

clickonce pivotal crm 6.0 supports the microsoft clickonce initiative, which makes deploying a windows forms–based application as easy as deploying a web application.

What Are You Waiting For? to help customers benefit from the new capabilities in pivotal crm 6.0, we provide a comprehensive set of documentation, tools, and utilities to help simplify the upgrade process. upgrade kits are available on the pivotal customer portal at login.pivotal.com.

for heavily customized implementations, pivotal crm upgrade Services brings together the tools, methodologies, and expertise necessary for a predictable, low-risk upgrade that protects your customization investment. to learn more about pivotal crm upgrade Services, contact us at +1 877-748-6825 or e-mail accountmanagement@pivotal.com.

Learn More About Pivotal CRM 6.0 to learn more about how pivotal crm 6.0 can address your unique needs, call us today at +1 877-pivotal (+1 877-748-6825) or visit us at www.pivotalcrm.com.

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