Posted under News & Pivotal CRM 6 - Sedna
The CDC software enterprise has informed in its electronic bulletin about a few facts connected with the integration of new Pivotal CRM Sedna version with MS Office.
The customers who possess implemented MS Exchange 2003 or 2007 server will be provided with a use of MS Outlook functionality directly from Pivotal application, instead of using a traditional MS Outlook client. In other words, the users will have the opportunity of creating e-mails, planning meetings and activities in the Outlook’s calendar, managing contacts and tasks directly from the Pivotal application. From the other hand, MS Outlook client will be still available and all changes made using Pivotal application will be reflected in Outlook. From the MS Outlook client’s level also the use of database of contacts, stored in Pivotal CRM system will be available.
The customers who have SharePoint Designer 2007 and SharePoint Server 2007 implemented will also have the ability to place new kind of Smart Portals – Pivotal Portal Pages into Pivotal CRM application. Developers of Pivotal system will have an opportunity to prepare predefined portals dedicated to individual business roles – individual for salesmen, customer service representatives, finance experts, and so on.
The users will have a chance for creating their own, predefined webparts sets, in order to create an ergonomic and adapted to their work style portal.
Despite the above-mentioned functionalities, Sedna will be provided with improved mechanisms of integration with MS Office, which are already well-known to the customers:
- Creating LetterExpress using MS Word
- The ability of searching the data from Pivotal CRM system directly in MS Office applications
- The ability to linking e-mails from Outlook to the Pivotal CRM system’s records
- The ability to export the data to MS Excel
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