Archive for the 'Pivotal CRM 6 – Sedna' Category

September 16th 2007
Sedna News #7

Posted under News & Pivotal CRM 6 - Sedna

A recording from a webcast Pivotal CRM 6.0 – Part 2 of the Next-Generation Webcast Series is already available. Webcast lasts about an hour and really worths cognition!

During a presentation you can see live demonstrations of, among the other things,
- new user’s interface
- an integration with MS Outlook
- customization of system and forms

Webcast is available at:

Podczas prezentacji pokazywane są na żywo między innymi:
- nowy interfejs użytkownika
- integracja z MS Outlook
- kastomizacja systemu i formularzy

Webcast dostępny jest pod adresem:

https://pivotal.webex.com/pivotal/playback.php?FileName=http%3A//pivotal-marketing.com/downloads/RossSystems_22AUG07_FIN.wrf

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September 6th 2007
Sedna News #6

Posted under News & Pivotal CRM 6 - Sedna

The project Pivotal CRM Sedna has reached next milestone – Drop 4. Due to that, the webcasts have just started. Below, you can find brand new info about a new generation of the platform.

A date of releasing of Sedna has change – nowadays reaching a state of “General Availability” is scheduled for the turn of February 2008. In the October 2007, the beta program for invited customers and partners is going to start. Lots of things can be told already about a new interface, that has been presented at the webcast. A new proposal seems to be more ergonomic and user friendly. According to announcements, interface focuses on leading a business process, independently from a data structure and business objects.

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There has been also presented an integration of Pivotal system with MS Outlook. All contacts from Pivotal system can be projected from the level of Outlook’s address book. Similar is the functioning of calendar, which replaces the one known from Pivotal CRM. The forms themselves look interesting – currently they resemble those known from Windows Access procedure and they are shown in a browser. It makes customization GUI much more easier then in Active Access procedure.
During the webcast there has been also presented a way of system’s customization. A main customization will still take place in a Toolkit of Windows Access procedure. A lot of new objects which enable using new functions of the platform have been added.

A main change is related to form’s adaptation – in Sedna it will be held in Visual Studio. Thanks to that we will gain an influence on lots of
form’s properties, which wasn’t possible before. A preparation of different language versions will become much more easier, because it will be basing at the properties and not on hitherto LD Strings.

I have to say that the presentation of Drop 4′s results makes me optimistic and whet my appetite. New generation of Pivotal CRM promises to be a revelation!

Zmienił się termin wydania Sedny – obecnie osiągniecie stanu “General Availability” zapowiadane jest na przełom lutego i marca 2008

W październiku 2007 rozpocznie się program beta dla zaproszonych do udziału wybranych klientów i partnerów.

Wiele już można powiedzieć na temat nowego interfejsu, który został zaprezentowany podczas webcast’u. Nowa propozycja wydaje się być bardziej ergonomiczna i user friendly.

Interfejs zgodnie z zapowiedziami, skupia się na przeprowadzeniu procesu biznesowego, niezależnie od struktury danych i obiektów biznesowych.

Zaprezentowano również integrację systemu Pivotal z MS Outlook. Wszystkie kontakty z systemu Pivotal, mogą być teraz wyświetlane z poziomu książki adresowej Outlook’a.
Podobnie jest z kalendarzem, który zastąpi ten znany z Pivotal CRM.

Bardzo ciekawie prezentują się same formularze – obecnie przypominają one te znane z trybu Windows Access, a wyświetlane są w przeglądarce. Daje to dużo większą swobodę kastomizacji GUI, niż tryb Active Access.

Podczas webcastu zaprezentowano również w jaki sposób system będzie kastomizowany.
Główna kastomizacja nadal będzie odbywać się w Toolkicie w trybie Windows Access. Dodano szereg nowych obiektów umóżlwiających wykorzystanie nowych funkcji platformy.

Główna zmiana polega na dostosowywaniu formularzy – w Sednie będzie ona wykonywana w Visual Studio. Dzięki temu uzyskamy wpływ na szereg właściwości formularza, co dotychczas nie było możliwe. Również przygotowanie różnych wersji językowych stanie się dużo prostsze, bo będzie bazowało na właściwościach a nie na dotychczasowych LD Strings.

Muszę powiedzieć iż prezentacja wyników Drop 4 napawa optymizmem i pobudza apetyt. Nowa generacja Pivotal CRM zapowiada się rewelacyjnie!

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August 9th 2007
Sedna News #5

Posted under Pivotal CRM 6 - Sedna

On August 22, 2007 a webcast devoted to a new generation of Pivotal CRM platform – Sedna, is being organised.

The webcast will be conducted in 3 sessions:


Session 1: 6:00 am PT

* 9:00 am ET
* 14:00 UK/GMT
* 15:00 Europe/GMT+1
* 16:00 Europe/GMT+2

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Session 2: 11:00 am PT

* 2:00 pm ET
* 19:00 UK/GMT
* 20:00 Europe/GMT+1
* 21:00 Europe/GMT+2

Session 3: 6:00 pm PT

* 9:00 pm ET
* August 23, 9:00 am/UTC+8 (Perth)
* August 23, 10:00 am/UTC+9 (Tokyo)
* August 23, 11:00 am/UTC+10 (Sydney)
The registration for the webcast can be made at

http://pivotal-marketing.com/mk/get/WE_CM_SEDNA_PART_2_LONG
Below, you can find a description of webcast’s subject matter:

This is the second installment in our series of “sneak peek” webcasts designed to keep you up to date on RandD’s progress with Pivotal CRM 6.0 (codenamed “Sedna” ), the next generation of Pivotal CRM. In this special webcast, specifically for technical administrators and customizers, we will demonstrate the latest features and functionality delivered by R&D in the “Drop 4″  development milestone, including all-new Microsoft Office integration and new client features such as enhancements to forms and searches.

Webcast zostanie przeprowadzony w 3 sesjach:

Session 1: 6:00 am PT
9:00 am ET
14:00 UK/GMT
15:00 Europe/GMT+1
16:00 Europe/GMT+2

Session 2: 11:00 am PT
2:00 pm ET
19:00 UK/GMT
20:00 Europe/GMT+1
21:00 Europe/GMT+2

Session 3: 6:00 pm PT
9:00 pm ET
August 23, 9:00 am/UTC+8 (Perth)
August 23, 10:00 am/UTC+9 (Tokyo)
August 23, 11:00 am/UTC+10 (Sydney)

Rejestracji na webcast dokonywać można pod adresem: http://pivotal-marketing.com/mk/get/WE_CM_SEDNA_PART_2_LONG

Poniżej opis tematyki webcastu:
This is the second installment in our series of “sneak peek” webcasts designed to keep you up to date on R&D’s progress with Pivotal CRM 6.0 (codenamed “Sedna”), the next generation of Pivotal CRM. In this special webcast, specifically for technical administrators and customizers, we will demonstrate the latest features and functionality delivered by R&D in the “Drop 4″ development milestone, including all-new Microsoft Office integration and new client features such as enhancements to forms and searches.

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May 28th 2007
Sedna News #4

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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March 7th 2007
Sedna News #3

Posted under Pivotal CRM 6 - Sedna

Date of the premiere of next generation package Pivotal CRM – Sedna has been already announced.

Pivotal Global Technical Support has just informed about the date when the Sedna platform release will be available for existing customers to order. The intended date is the end of December 2007 what is a major change in comparison to original term of releasing new version of the package which was the end of second quarter of 2007.

Pivotal GTS defined major milestones connected with a production of the next generation Pivotal CRM’s products:

Drop 1: .NET PBS Proxy (completed) – implementation of a complete .NET API on the Pivotal Business Server.

Drop 2: UI Design (completed) – implementation of a smart client shell, Windows Forms, and support for .NET-based client-side scripting.

Drop 3: Navigation and Email (March 07) – implementation of email integration foundations, navigation structures, security and user management structures, as well as advanced forms.

Drop 4: Office Integration and Searches (April 07) – implementation of MAPI store, new portal structure, personalization logic and new search logic.

Drop 5: Migration (July 07) – verification of PIM (tasks and calendaring), migration, implementation of Help system

Beta Program: (starting September 07) – 10-12 customers and/or partners will be selected by Pivotal to participate in the Sedna Beta, which will involve testing of migration, as well as customization and end user functionality.

Availability: (December 07) – existing customers and partners will be able to order the Sedna platform products from the Pivotal Customer and Partner portal.

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