Demonstration of Pivotal CRM’s unique ability to create secondary data in a batch mode such as Alerts, Notes, or Orders across a selected list of Contacts, Companies or any custom entity. The demo shows how easily the feature is enabled for any entity and how it is controlled by existing Pivotal security groups.
The feature is able to dynamically read the relationships between tables through the Pivotal CRM business module and offer up a “Batch Add” menu item for any table where the adminstrator allows it for a given security group. This is a great tool to quickly add associated data to existing records without having to go through the pain of the typical CRM system import tools, which are certainly easy but not this easy. A great tool for business analysts, Marketers and easy and secure enough for CRM end-users.
Check it out by watching this video on YouTube: http://www.crmculture.com/Events/Detail/?crmc_Event_Id=0000000000000615&s=379