Pivotal CRM 6.0. Benefit for your organization : a solution that can support your business needs

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1 Pivotal CRM 6.0 Whatever the trend in market growth, have your customers drive your success with greater proficiency and greater flexibility and lower cost of ownership Benefit for your organization : a solution that can support your business needs Benefits for user : an easy to use system, designed to fit perfectly with their work habits Benefits for IT : rapid, economic deployment, low operating costs You have already acquired a so-called customer- driven CRM strategy, but satisfying customers is not enough in today s highly volatile environment. You must be prepared to grow along with your customers needs and be sure you can respond to priorities while controlling costs; the customer-driven strategy must go hand in hand with the bottom line. Pivotal CRM 6.0 is a new, scalable generation of CRM platform that maximizes user buy-in and minimizes IT costs. Improve buy-in for the solution s users by using a familiar interface - Microsoft customizable to their preferences. Enable consistency by getting users to follow the company s processes and adopt best practices using a guided solution. Grow productivity via seamless integration into Microsoft Outlook, Microsoft SharePoint and Microsoft Office. Minimize IT costs by reducing the solution s customization, parameterization, deployment and maintenance costs; this application provides powerful customization and integration capabilities and can be rapidly deployed. Adapt to market developments while reacting at minimal cost. Pivotal CRM 6.0 places the power and simplicity of CRM into the hands of its users while demanding less from your IT teams: costs fall, benefits rise. Pivotal CRM 6.0 is up to the challenge! This complete front-office solution, built on the latest generation of Pivotal CRM platform, adapts to your business processes while guaranteeing you greater productivity and lower costs. Your company can thus give its customers a personalized response tailored to their expectations and perfect suited to developments in their market. The benefits of such an application are felt by your IT team, which enjoys easy, rapid deployment with low support costs, and your users benefit from an easy to use system perfectly adapted to their work habits.

2 A modular solution Pivotal Sales Territory management Management of customer/ prospect portfolios Tracking of activities, estimates, quotes and ongoing business Team sales and integration of multi-channel sales Management of interactions Achievement and measurement of efficiency of Marketing campaigns, reporting Pivotal Marketing Campaign management and execution Generation and monitoring of potential prospects List management, profile segmentation and creation Real time ROI calculation and analysis Multilingual functionality (Unicode) Powerful messaging server Pivotal Service - Customer Portal Management and monitoring of requests for customer service and support, time and activities Management of service contracts and increasing requests Online problem solving Knowledge base / FAQ management Product registration and contract management Web Portal - Partner Recruitment of partners Evaluation and registration of partners Unified view of partners sales cycle and operations Customized partner portal Quotation management Provision of sales and documentation tools Pivotal Analytics ETL routines Data mart schema Predefined sales and marketing reports and analysis models User-defined measurements and alerts Open interface with BI data viewing and analysis tools Integration with Microsoft Office Pivotal Mobile Pivotal Mobile Client Pivotal Wireless Pivotal Handheld 2

3 Boost User Buy-in Ensure that users respect in-house best practices Automate processes at minimal cost. Pivotal CRM 6.0 gives its users a relevant, ergonomic tool for minimizing the performance of some daily tasks while respecting your business processes. You have the assurance that your customer information is always consistent and complete, work is optimized, procedures simplified, training time shortened, and that customer exchanges satisfy your quality charter. Provide a vision that is both unique and customized Take the information where it is found. The information coming from Microsoft Outlook and Microsoft SharePoint integrates perfectly with the Pivotal CRM 6.0 interface to reduce duplication on different platforms, minimize risk of error and provide a simple, ergonomic and standardized user workstation. Decision making tools can thus all be pooled, users no longer need to struggle to find data - they are free to work on a unified workstation. Grow productivity Shorten the time users need to perform their tasks. Thanks to the intuitive, customizable user interface in Pivotal CRM 6.0 integrated with Outlook, SharePoint and the other products in the Microsoft Office suite, users will be able to move from one task to another with ease, and will have an instant view of everything they need. With fewer manipulations and screens, users will perform their daily tasks (agenda, contact management, s, etc.) faster and easier while never having to leave their Pivotal CRM application. Lower IT costs Shrink CRM development costs Built on the Microsoft.NET enterprise platform, Pivotal CRM 6.0 makes it easier to modify the data model, at all levels, or do other customizations whether they involve changes to the data model, business processes or user interface. Pivotal CRM 6.0 simplifies even further the design and updating of its applications and accompanies you as you work towards the objectives established by your company so it can quickly adapt to the developments in its market and the needs of its customers. That means your IT teams will spend less time on development and more time focusing their effort on customizing your applications. A true integration into Microsoft Office We have designed Pivotal CRM 6.0 to merge with existing systems, thus giving employees easy access to the applications they normally use. Users can continue working with their favorite tools (such as Microsoft Outlook), and their customer information will continue to enrich their Pivotal CRM application. Pre-integration into Microsoft SharePoint lets organizations cut their integration costs by using the Web elements of SharePoint, Microsoft or other vendors. The integration of messaging also concerns Lotus Notes messaging. Fast, effective installation times Since Pivotal CRM 6.0 supports Microsoft s ClickOnce deployment model, the new Rich Client which associates the best features of the old Windows and Web Client can be installed and updated on all workstations. Consequently, maintenance versions can be deployed centrally, reducing workload on the IT department. Profitability perfectly integrated into your CRM s information system Pivotal CRM 6.0 allows the people in charge of customizing your solution to directly integrate a function from a third party application into a Pivotal CRM model to expand your application s capabilities and minimize costs. Since the Pivotal CRM 6.0 portal is based on Microsoft SharePoint, you can leverage SharePoint Web elements to further grow your CRM application s capabilities. Carve out a niche in constantly changing markets The flexibility of the Pivotal CRM 6.0 platform sets it apart from other CRM applications because of its ability to grow and adapt to developments in your market at a lower cost. Whatever the economic climate, developments in your market or your customers growing needs, your competitive edge rests in your ability to respond to them quickly, easily, effectively and in a cost-effective manner. Pivotal CRM 6.0 is a particularly flexible CRM solution, and its flexibility is what will accompany you during the change: fast IT deployments and productive users who can react to your customers and prospects services. 3

4 Key Features User interface Navigation A familiar Microsoft type of interface with comprehensive navigation, by subject, by theme and by task, simple to use, significantly reducing training time and cost, and compliant with so-called Usability standards. Contextual information is presented based on the file opened, the data or the portal displayed, so users can work more effectively and more productively. Portal Integration Microsoft Outlook The Pivotal CRM portals integrate Microsoft SharePoint so data are presented to users in a familiar context. Users maintain control over their application and its daily use thanks to their custom portal. The management of both existing Microsoft Web parts (such as agendas, alerts and links) and Pivotal CRM Web parts (such as RSS flows, lists of results and outside application views) mean the portals can be fully customized to users specific needs. Since Microsoft Outlook is integrated into Pivotal CRM, users can create and send Outlook s or even perform tasks in their agenda or manage their Outlook contacts from their Pivotal CRM application. Users can search for, create and modify the contacts in their Pivotal CRM application while working in Microsoft Outlook, thus considerably optimizing exchanges with their customers and prospects. Data Integration Customization User Interface Creation Users enjoy all the benefits of SharePoint integration into Pivotal CRM so they can access, in their work environment, data from both third party applications and in the CRM repository. Pivotal CRM 6.0 presents a fully customizable user interface with tab-based browsing. Companies are then able to build portals tailored to the needs of each user group or corporate service by ensuring that the information and tasks will be one click away. Management Rules Management rules can be defined, detailed information collected from users and navigation guided by task-oriented processes created to ensure that every operation is successful. Synoptic Views Fully customizable views provide an overview without having to consult several screens. Custom Forms The integrated Microsoft Visual Studio Forms Designer tool can produce a true WYSIWYG design, use drag and drop for manipulating form elements and enable dynamic formatting. Third Party Applications Deployment ClickOnce.NET and Web developments that invoke third party functions can be placed in one of the form s controls, thus allowing users to access key functions of third party applications while they continue to work in Pivotal CRM. Pivotal CRM 6.0 is compatible with Microsoft ClickOnce, making the deployment of an application based on Windows forms as simple and scalable as that of a simple Web application. 4

5 Advantages of pivotal CRM 6.0 Benefits for Your Company A 360 view of your customers, from identification of their needs, through marketing and commercial activities, to after-sales service. Ease of use and rapid user buy-in thanks to Smart Client and its Microsoft type of interface that can be customized to each user s preferences. Unified workstation: The user no longer has to wonder if he has to enter via his messaging or his CRM to contact his customer: messaging is now the application that displays and manages all interactions (agenda, or contacts). A service oriented architecture (SOA): Pivotal CRM 6.0 is the application helps make this architecture flexible and facilitates exchanges via its Web Service Generator. Expertise at your fingertips, with loyal customers affirming the implementation of a complete CRM system, where all the company s collaborators help enrich customer knowledge, is not fiction! Assurance of a sustainable solution through investments made every year in R&D and the desire of CDC Software Group to monitor developments in the Microsoft.NET strategy. Consistency with your specific business thanks to the application s flexibility and its vertical solutions dedicated to the finance, insurance, construction, healthcare, etc. sectors. Guaranteed savings and ROI! Lower total cost of ownership thanks to simple, undemanding customization, in terms of both time and IT resources, so users are up and running in a minimum amount of time. Interaction with existing information system: The integration of Microsoft Outlook or Lotus Notes-, SharePoint, Office and ClickOnce into the flexible architecture offers added enhancement via Framework.NET 3.5 (integrated into workstation) and its APIs. 5

6 Vertical Solutions Professional Orders and Associations Manufacturing Medical Equipment Construction and Real Estate Health Insurance Financial Services Public / Government About Gestisoft Over 13 years of experience in CRM solutions in Quebec, and leveraging Aptean experience with 9,000 customers worldwide An agile, easy to work with firm that can adapt to its customers changing needs An experienced project team able to work with customer teams and with proven success in large scale environments A service and after-sales support approach known for its proven success in the marketplace Partnership with Aptean, so Gestisoft can benefit from a pool of 9,000 customers around the world