Detailed Feature List

Program Management - easily manage all aspects of a program all just a mouse click away!

Faculty Management

• Faculty assignment features allow you to choose faculty by past programs, specialties, from static lists, or from queries
• Compensation and Volunteer hours tracking
• Faculty evaluations via integrated web surveys

Participant (students) Management

• Robust order management allows you to register students as well as upsell them additional materials
• Email confirmations and reminders
• Easily generate name badges, mailing labels, etc...

CLE Management

• Auto calculate credits from the agenda (see Agenda Management)
• Auto calculate 50/60 credits for each individual state
• Generate state CLE applications, Certificates of Attendance/Teaching using both the Uniform and specific state application forms
• Easy to use reporting features help satisfy state CLE reporting requirements

Agenda Management

• Easily import program agenda items and associate them to CLE credit types, then press the auto calculate button to convert to CLE credits
• Publish the agenda to the web or export for CLE accreditation

Expense & Budget Management

• Store expenses linked to a specific programs and faculty to easily generate Profit and Loss statements per program

Venue & Project Management

• Using Outlook tasks and task templates allows program coordinators and managers to ensure that all the tasks required to conduct a successful program are being completed.
• Manage vendor relationships such as catering and hotels so everything about the program is one click away

Scholarship Management

• Full featured scholarship management system linked to programs and contacts

Order Management

• Full featured order management for program participant orders, book orders, webcasts, etc.
• Easily configurable to integrate with your eCommerce website

Publication Management

Author Management

• Manage all correspondence and details of the author
• Manage contracts
• Calculate royalties based on contracts and orders

Project management via integrated Outlook tasks for producing the publication

Inventory and pricing management

Sales reports

Member Management

• Automate membership renewals and billing
• Manage Committee assignments
• Fundraising: donor development and gift tracking

Web Integration

• Easily implemented web integration at no extra cost via Web Services
• eCommerce linked to Order Management, pricing pulled from the CRM
• Built-in web publishing capabilities make it easy to publish program content to the web
• eService capabilities allow customers to perform various self-service tasks

Out-of-Box CRM features

Ask any expert what really makes or breaks a CRM implementation, and you'll get the same answer: user adoption. CRM value ultimately derives from usage: for CRM to give true business insight, it needs to be used enterprise-wide. The companies that have the greatest success with CRM are those for which CRM becomes an indispensible daily tool, the hub of activity across customer-facing departments. For these companies, CRM isn't something you have to compel users to use, it's something users swear they couldn't function without.

Both Pivotal and Dynamics CRM come pre-integrated with the tools your employees use every day: Microsoft® Internet Explorer, Outlook®, SharePoint® (Pivotal only), and the Office suite. This allows users to move seamlessly between systems, eliminating cumbersome application switching and increasing productivity. Users enjoy the ability to use familiar tools while leveraging the rich data in CRM for CLE.

Contact Management

• Familiar Outlook and browser interfaces that your users are already familiar with
• Send/Receive Outlook emails and have them linked to the Contact/Firm within the CRM system
• Schedule calls/tasks/appointments via Outlook and link to the contact or firm
• Get a 360 degree view of your Contacts and Firms. One click to see programs attended, bar information, law interests, orders, linked documents and much more

Marketing Management

• Market specific programs and publications and measure the results
• Link orders to campaigns thereby linking efforts with outcomes
• Project management for campaigns and marketing collateral production
• Email campaigns that track click throughs, unsubscribes, etc. (inexpensive add-ons required)
• Lead assignment and processing
• Powerful out-of-box query engine helps marketers segment their Contacts and Firms to offer more targeted marketing

Customer Service

• The "one-click" 360 view of the customer provides a faster and more professional customer service experience
• Seamless Outlook integration allows customer service reps to work from Outlook while still recording valuable conversations with customers
• Configurable web-based self service tools allow you to create Customer Portals so customers can serve themselves
• Built-in Knowledge Base tools provide a repository for institutional knowledge

Document Management

• Attach any type of document such as MS Word, PDF, even scanned documents to any entity within the system (Contacts, Companies, Programs, Orders, etc.)

Analytics & Dashboards (Pivotal CRM only)

• Powerful and FREE integration to Microsoft SharePoint® allows you to quickly create the reporting dashboards that your users and managers clamor for

Low-Cost Flexibility

• The easy to use customization platform means that most customers can make their own customizations so that the application works the way you want to work
• For the highest degree of customization potential choose PivotalCRM where every piece of functionality is easily customized