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Pivotal CRM Data Sheet-Research Services

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					                                                   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
 Features                                      Description
 Data Interaction                              Quick access to Pivotal CRM data from Microsoft Office applications, such as Microsoft Word, Microsoft Excel,
                                               Microsoft PowerPoint, Microsoft Outlook, and Microsoft Internet Explorer without the need to launch the Pivotal
                                               CRM Suite, allows users to stay focused on the task at hand.
 Offline Availability                          Users can access the local Pivotal CRM database on their laptop using Pivotal Mobile Client to reference customer,
                                               prospect and product data.
 Usability                                     One-click access to Pivotal CRM data from the front-office tool of choice drives Pivotal CRM adoption by expanding
                                               the use of important CRM data. For more information, users can quickly pop the Pivotal CRM record or link to
                                               related websites.
 Productivity                                  Results can be quickly filtered to locate relevant data, then copy or insert key information from the Research Pane
                                               into presentations, documents, e-mail, and spreadsheets with a single click.
 Fully Customizable                            Fields in the Research Pane can be configured to specify which appear and which are interactive.




Learn more about Pivotal Research Services™
To learn more about Pivotal CRM Research Services and how it can extend the value of your Pivotal CRM, call +1 877-PIVOTAL (+1 877-748-6825) or
visit us at http://www.pivotal.com.

Copyright © CDC Software 2007. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.

				
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Description: 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.