CRM ConsultingPivotal CRM

Boosting Business Productivity: A Look at Pivotal 6 CRM Navigation, Shortcuts, and Portals

By February 11, 2013October 4th, 2019No Comments

As a Premier Pivotal partner providing Pivotal support and consulting across a range of vertical industries, we have many opportunities to see first-hand how the software’s architecture not only maximizes performance speed of the software itself, but also the ‘speed’ of business productivity, defined and measured as the length of time required to complete an end-to-end business task within the software. This post covers how the Pivotal CRM navigation structure and easy access to user history, shortcuts, and portals combine to dramatically boost business productivity.

Navigation

When we provide Pivotal 6 CRM support to clients, one of the greatest areas of productivity enhancement we see is related to its navigation structure, which is modeled around business structure rather than around a database. This provides it with the adaptability required to accommodate unique business use cases and while at the same time providing users access and functionality based on profiles that reflect their roles within the company.

Simply stated, Pivotal CRM’s navigation structure means fewer clicks to access data as well as data provision through context-driven task pads and portals that deliver critical functionality like real-time reports, KPIs, and alerts. So as users navigate through the system, they are provided with dynamically updated information in task pads and portals that reflect the most common requirements of the specific area they’re working in. Pivotal also shines in its ability to support non-linear multi-tasking, which allows users to view and interact with a variety of forms simultaneously, as well as save them for later use or create shortcuts to them.

History, Shortcuts & Portals

Another way in which Pivotal 6 CRM speeds business productivity is linked to how easy it makes it for users to access to history, create shortcuts, and aggregate information and functionality critical to their specific role through portals. Pivotal keeps user history close at hand, with easy access to both the last few items accessed as well as the most recently loaded records. Users can then organize and store this data in whatever structure makes the most sense for them based on their organizational role and working style.

Similarly, users can easily create custom shortcuts to data or functionality they access frequently, as well as configure custom portals, which aggregate all the data/functionality they’d like to see in on one centralized page – a ‘one stop shop’ customized to their unique organizational role and tasking. These features not only minimize clicks required to access desired locations, information, and functionality, but also reduce server load as steps required to complete tasking are reduced.

As a Pivotal partner, these are just a few of the ways we see the software’s architecture reduce the time required to complete business tasks. Tune in next week for details on how business productivity is dramatically increased as Pivotal provides users with the ability to easily configure smart forms; establish access and security parameters, and perform diagnostics. For more information on any of the benefits outlined here or other elements of Pivotal support, please contact a member of our Pivotal consulting team at [email protected].