Pivotal Mobile CRM Offers Custom Mobile Dashboards

For those who joined us before the holidays, you know we’ve been examining some ways mobile technology and devices — specifically, Pivotal for iPad and iPhone — are changing the way we live and work and providing us with extreme convenience hand in hand with functionality similar to what can be accessed in an office setting.

We’ve looked at a high level at the benefits of customizing device forms for Pivotal CRM users who are going mobile on iPad or iPhone with the Pivotal CRM App. This week we’re looking into Mobile Dashboards, just another customizable aspect of the Pivotal CRM App that enables your organization to operate according to its own requirements and business rules so that you’re fully functional in the field, and at the same time served information in the way that’s easiest to access, and that makes the most sense for you and your team.

Pivotal Toolkit enables you to design and adjust any number of areas within the Pivotal Mobile CRM App, and this blog focuses on Mobile Dashboards, which can be used to display relevant and personalized information in an easier to read format that allows users to have quick access to Pivotal information.

At the most basic level, the Pivotal CRM Mobile Dashboard lets you use portal pages to display information that you need to access frequently from the Pivotal CRM database. A portal category defines the URLs, queries, and graphs that will be displayed on the user’s dashboard. (While each user can only have a single dashboard, Pivotal does allow you to create multiple portal categories, with the application displaying the first portal category in the list.)

These portal pages can be used to display search results, and can be customized to show portal items such as URLs (displaying web sites for specified URLs), queries (displaying search results for a particular query), and graphs (referencing search results and displaying the resulting information in graphical formats, including pie, bar, line, column, point, and donut charts).

The order in which items appear on the Pivotal dashboard can also be arranged to best suit the user’s needs and preferences. For example, on the iPad, the top segment of the dashboard screen shows graphs and URLs, which are interlaced and appear in order based on number values that can be assigned with each graph/URL. Similarly, the lower segment of the iPad displays queries, which are arranged by the ordinal value that was set up with the query.

While features such as these come as ‘givens’ in CRM applications on office laptops and desktops, enabling them on mobile devices is just one more way Pivotal is ensuring users can be as fully productive in the field as they are at the office. Tune in next time for a discussion of security features in the Pivotal CRM App.

If mobile CRM is something your business might benefit from, or if you’d just like to know more about how our consultants can deliver any of this functionality to your business, please contact any member of our consulting team at [email protected]. We also encourage you to contact Tokara’s VP of Business Development, Mark Fillingim, directly at +1 972-719-0213.

Source:

Deveau, Denise J., “CDC Launches Pivotal for iPad”, CRM Buyer, April 16, 2012, http://www.crmbuyer.com/story/74868.html

Tokara Solutions

As President and founder of Tokara Solutions, Shawn Grant has over 20 years of experience in enterprise CRM design and delivery. Shawn remains instrumental in providing CRM and Marketing Automation products and services for companies in the Financial Services, Manufacturing, Public Utilities, Home Builders/Real Estate Services, and Land Title Industry. Consequently, he continues to look forward to providing his knowledge within the CRM industry by writing for our company blog. From integration to implementation, Shawn’s unmatched CRM experience provides us with exceptional insight through Tokara Solutions’ blogs.

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