Pivotal CRM + SharePoint Document Management Service

The longer we work or live in a place, the more we accumulate. And the more we accumulate, the more cumbersome and time consuming it is to get around and find what we need. The same is true in the land of CRM, so the team at Tokara has been implementing a solution our clients love that ensures they have access to all the documents they need, right at their fingertips while at the same time enhancing the performance of their Pivotal CRM system – what could be better?

We see what we will call ‘attachment clutter’ everywhere — in nearly every Pivotal customer environment we work in. And we see some of the most extreme cases at client sites where the newest version of Pivotal may not yet be running. What exactly does it look like? It’s like a mountain of literally every conceivable type of file attachment the client has – PDFs, DOCs, XLSs and more – saved directly into their Pivotal database. With the passing of each year, the actual number of attachments increases, while at the same time the sizes of files themselves are morphing into space-sucking giants (think of the evolution and now, ubiquity, of high resolution image files or even video file sizes).

On the one hand, creating this ever-larger tome of information is critical to business success and ‘comes with the territory’ in any robust CRM software system that allows you to collect and organize diverse types of relevant data on prospects and clients, as well as all of the interchanges you’ve had with them. There’s no question that you have to have it all. But at some point, the size and weightiness of storing all of it in the Pivotal database itself can begin to impede overall system performance, as well as the speed with which the system can locate and retrieve files users are looking for.

That’s where the SharePoint Solution (AKA ‘Document Management Module’) comes in.

What if you could take all the attachments currently housed in your Pivotal database, relocate them to SharePoint, and have them all accessible from Pivotal with the click of a link? And what kind of performance enhancements would you see with your Pivotal system now running at full speed?

Pivotal SharePoint Connector

Tune in next week for details on how Tokara’s implementation on these projects streamlines Pivotal CRM performance and efficiency with a best practice SharePoint solution almost everyone would benefit from!

If you’d like greater detail on the performance benefits Pivotal CRM users are seeing as they migrate attachments out of their Pivotal database and into SharePoint, we’d love to speak to you. In the meantime, if you’d 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 info@tokarasolutions.com. We also encourage you to contact Tokara’s VP of Business Development, Mark Fillingim, directly at +1 972-719-0213.