CRMCulture Videos
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Pivotal CRM Batch Editor

The CRMCulture Batch Editor 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. Visit www.CRMCulture.com to learn more!

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Power Toolkit: Search Result List Editor

This short video demonstrates the SRL Editor feature in Power Toolkit. Create and manage SRLs exponentially faster with Power Toolkit, a revolutionary tool for the Pivotal Customizer. Create and manage Tables, Client Forms, SRLs and more from within the Pivotal Client, visually and by drag and drop. Save huge amounts of time, reduce re-work and PBS restarts, and delight your users with the speed, consistency and standards Power Toolkit provides.

 

 

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Productivity Pack: Preview Pane Feature Part 1

Short video on the benefits of Preview Panes. Bring Outlook-style previewing within Pivotal, save time opening forms or Outlook messages and increase user adoption of email linking! Zero coding solution, configure any table or record type within minutes.

 

Short video on the benefits of Preview Panes. Bring Outlook-style previewing within Pivotal, save time opening forms or Outlook messages and increase user adoption of email linking! Zero coding solution, configure any table or record type within minutes.
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Productivity Pack: Editable SRLs Feature - YouTube

A short video on the Productivity Pack feature, Editable Search Result Lists (SRLs). Pivotal CRM users can easily edit/update data in an SRL, similar to Excel; an incredible time savings. Pivotal Administrators control which entities users can edit in this manner. Editable SRLs respects your Server Task logic. As always, no coding, all configuration. A big win for users and administrators working in Pivotal CRM!

 

 

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PowerGrid For Productivity Pack: Sales Manager Workflow

 

A short video on the usefulness of PowerGrid for reporting. Specifically, the role of a Sales Manager, and the ability to slice and dice Pivotal CRM data lik...

 

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How To Use Pivotal Splitter Container to Resize Client Forms (8 min)

More tutorial video on Pivotal Splitter Container Advanced Techniques (8 minutes)

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Productivity Pack Notifications Module Demo

Productivity Pack Notifications Module Demo - An overview of the notifications feature and how to use it.

 

 

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Route Planning

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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Context Menus

Pivotal 6.0 Demo Series - Context Menus Everywhere, CRMCulture partnering with customers to drive revenue and profit throught the relentless pursuit of operational excellence!

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Productivity Pack Etemplate Search Filters

Productivity Pack Etemplate Search Filters - eTemplate Search Filters in Productivity Pack.

 

 

Productivity Pack Etemplate Search Filters - eTemplate Search Filters in Productivity Pack.
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CRMCulture Productivity Pack's Tab Tools

This video demonstrates CRMCulture's Tab Tools functionality available in Productivity Pack. Easily sum and count records in display grids on the tab. Summarization of records on the tab.

 

 

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CRMCulture Productivity Pack for Pivotal CRM

2 minute video super-high level overview of Productivity Pack features for Pivotal CRM provided by CRMCulture. Productivity Pack is a commercial grade, plug-and-play add-on for Pivotal CRM 6.0 that works with even the most customized systems. Learn more at:
http://www.CRMCulture.com/ProdPack

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Email Templates for Pivotal CRM 6.0

Demostration of CRMCulture ETemplates module for Pivotal CRM 6.0. Shows ability to merge PDF attachments.

 

 

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Power Toolkit: Features Overview

An overview of three powerful and useful features built into Power Toolkit, the next evolution in Pivotal CRM customization. Using a toolset built right into the Pivotal Client, the Toolkit Customizer can quickly and consistently build and manage Tables, Client Forms, and SRLs. From the Table's perspective, these contextual capabilities are both visual and drag and drop; affecting the BM directly, and saving many PBS restarts and screen switches. A demonstration is highly recommended! (4 min).

 

 

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Productivity Pack: Summarize Columns Feature

With the Summarize Columns feature, select rows containing numbers, and with a single click see the Totals, Averages and Counts of any column. Works for any custom table and field!

 

 

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Productivity Pack: Batch Edit Feature

Short video on the Batch Edit feature available in Productivity Pack. Governed by Group Security, Users can quickly update multiple records at one time, saving time and effort, and increasing quality.

 

 

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Productivity Pack: Batch Add Feature

A short video on the Batch Add feature available in Productivity Pack. Add Activities, Notes and Alerts to multiple records in seconds, as opposed to opening records individually. Power through the Sales process easily and quickly without the multiple screens and mouse clicks. Pivotal Administrators control Batch Add capabilities by entity and security groups, Pivotal Users gain huge data management improvements. All configuration, no coding solution, part of the Productivity Pack!

 

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Summarize Columns Feature in Productivity Pack

With the Summarize Columns feature, select rows containing numbers, and with a single click see the Totals, Averages and Counts of any column. Works for any custom table and field!

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Productivity Pack Toolkit to the Toolkit

Power toolkit videos for pivotal CRM to enchance and boost productivity pack for thet CRM toolkit customization software business application development.

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Productivity Pack SQL Query

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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Geo Coding and Contact New

Pivotal 6.0 Webinar Series - Geo-Coding, One form to create: Contact + Company + Opportunity, Easy to implement.

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Productivity Pack Batch Editor

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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Hyper Navigation

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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Prod Pack 4.0 Intro

Short but power-packed demonstration of Pivotal CRM's capabilities with the CRMCulture Productivity Pack. Short marketing intro at the start followed by 10 minutes of hands-on demonstrations.

 

 

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Pivotal Automatic Form Re-Sizing Tutorial

Tutorial on techniques to have forms grow and shrink automatically for different resolutions and screen sizes.

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Pivotal CRM - Email Preview-Preview Pane Control

Demonstration of the Pivotal Preview Pane control from CRMCulture allowing Outlook item preview within the CRM as well as the previewing of any table data greatly improving the navigation capabilities of the CRM. Works for PCM and CMS based Pivotal CRM systems.

 

 

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