CRM Culture, Demos, Events, and information about Pivotal and Microsoft Dynamics

Increase your Productivity


		Productivity Pack 10 minute demo guaranteed to blow you away! All demos...
		Pivotal for iPhone is configured in hours not days. The killer app for the Road Warrior! Learn More

What People are Saying

CRMCulture truly revolutionized our business. Not only did Steve and his team make innovative changes to our processes and database design but they trained, empowered and energized us to carry on the CRM effort to achieve even greater benefits across business lines. My team is now able to work from a single data source for five key departments, including programs, marketing, customer service, publications and accounting. By centralizing how we store information and streamlining how we access it, we have improved the efficiency of our department and produced headcount savings in just a few short months. Of course, one of the biggest benefits is that we now have a more holistic view of our clients so we can serve our customers better. Wendy Velez
National Institute for Trial Advocacy

Steve and his team at CRMCulture have been vocal advocates for the Pivotal 6.0 Platform as well as providing crucial feedback and ideas to my product management and R&D teams. Frankly, I view CRMCulture as an extension of our Pivotal team and I treat him and his organization as such.Scott Munro
VP of Product Development, CDC Software

On my desk is the listing of the CRMCulture productivity pack features, this is because each time I see the amazing features you have built, I am usually asked about why/how/when we could have such features in the out of the box applications.Ehab Samy
Director of Product Management, CDC Software

Productivity Pack Overview (10 min)
Fast paced overview of the top features from the CRMCulture innovation team. Detailed webinars of each feature exist as independent webinars.
Context Menus Everywhere (10 min)
No coding, Ready-to-Install solution to expose a menu of highly useful menu choices on every grid on a form or SRL such as "Export to Excel" and "Sum Column"
Company/Contact Quick Create + Geo-Coding (9 min)
Demonstration of Company/Contact Quick Create form, plus automatic Zip Code Lookup and Geo Coding. Good demonstration of the power of Pivotal customization ability to call free or commercial web services.
Route Planning - Google Maps (6 min)
Set up your next business trip or route by simply selecting multiple locations and pressing the Google Map It button to plan the route via Google Maps.
Batch Editor (9 min)
Provides an easy way to clean data without using SQL updates (we know that you use them because what alternatives have you had until now!). Supports all tables and fields including custom tables. Updates are sync'd to Mobiles.
Social CRM Demo (6 min)

Demonstration of Pivotal CRM's Social CRM module integrating CRM with social media sites to pull customer social media updates into the Pivotal while also offering tools for employees to post their own updates to multiple social media channels at once.
Document Management (9 min)
Demonstration of the distinct features of the CRMCulture + Pivotal Document Management module.
Tab Tools (11 min)
Provides an easy way for users to get a snap shot of child data in grids and SRLs without having to drill down into potentially empty tab containers. Includes tools to conditionally hide/show tabs (.NET does not have this).
SQL Query Webinar (9 min)
Use powerful SQL features right within Pivotal. Use real table joins, NOLOCK, Group By/Having clauses and other Transact SQL features but deliver the results to Pivotal Search Results Lists.
Merge/Purge Tools (7 min)
Use powerful merging features to keep your database clean by removing duplicates.
Outlook: Email Integration (14 min)
Overview of Pivotal's award winning Email Integration
Outlook: Calendar Integration (10 min)
Overview of Pivotal's Outlook Calendar integration
Outlook: Contact Integration I (3 min)
A very short demonstration of the bi-directional Outlook integration. Shows how one can simply drag drop contacts from Pivotal into personal Outlook for transport to a phone.  Conversely use a Business Card scanner to can cards into Outlook Contacts and then transfer those to Pivotal.
Outlook: Contacts Integration II (18 min)
Easily move contacts from Pivotal to your personal Outlook Contacts or vice versa.
Letter Express - Email Merging (6 min)
Quick demonstration of creating an MS Word mail merge document then using it to do a merge to email each individual.
Pivotal SmartPhone Customization (4 min)
Demonstration of how easy it is to customize the Pivotal SmartPhone application and also commentary about what piece comes from the Pivotal Wireless and what contribution CRMCulture has made to the look & feel.
Pivotal vs. Dynamics #1: Navigation (14 min)
Side-by-side demonstration of comparitive features of the Pivotal CRM and Microsoft Dynamics CRM. This webinar focuses on the navigational elements and differences with the Outlook integration.
Pivotal vs. Dynamics #2 - Simple Queries (20 min)
Side-by-Side demonstration of simple queries and working with the resulting data. There is a separate recording for Advanced Queries and the differentiators between the two systems.
CRM4CLE: Batch Invoicing (20 min)

Comprehensive review of the various batch invoicing features that Pivotal CRM can be configured to perform. This example is for a book publishing company and member renewal management where they have to generate 500+ invoices in a batch mode each month or each week.
Pivotal for MacOS X (6 min)
Awesome demonstration of using a Mac OS X computer to run Pivotal CRM and Microsoft Outlook.