Demos
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Demonstration of Pivotal's unique ability to create lists of related data with a single click. No more having to write queries to get to relational data. Example: Convert a list of Companies into a list of all Contacts at those companies with a single mouse-click!!
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Fast paced overview of the top features from the CRMCulture innovation team. Detailed webinars of each feature exist as independent webinars.
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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"
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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.
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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.
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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.
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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.
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Demonstration of the distinct features of the CRMCulture + Pivotal Document Management module.
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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).
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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.
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Use powerful merging features to keep your database clean by removing duplicates.
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Overview of Pivotal's award winning Email Integration
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Overview of Pivotal's Outlook Calendar integration
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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.
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Easily move contacts from Pivotal to your personal Outlook Contacts or vice versa.
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Quick demonstration of creating an MS Word mail merge document then using it to do a merge to email each individual.
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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.
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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.
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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.
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Awesome demonstration of using a Mac OS X computer to run Pivotal CRM and Microsoft Outlook.