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January 27th
2017
StoryPulse
Planned Scope for Client Version 3.6.0
Disclaimer ........................................................................................................................... 3
Purpose............................................................................................................................... 4
Planned Scope.................................................................................................................... 4
Custom forms.................................................................................................................. 5
Stockist Data Sharing ...................................................................................................... 5
Stock Visibility to Management ...................................................................................... 5
Disclaimer
This document in any form, software or printed matter, contains
proprietary information that is the exclusive property of FocalCXM.
This document and information contained herein may not be
disclosed, copied, reproduced or distributed to anyone outside
without prior written consent of FocalCXM. This document is for
informational purposes only and is intended solely to assist you in
planning for the implementation and upgrade of the product features
described. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
functionality described in this document remains at the sole
discretion of FocalCXM. Due to the nature of the product
architecture, it may not be possible to safely include all features
described in this document without risking significant destabilization
of the code.
Purpose
This document provides an overview of the strategic product plans
for StoryPulse and related options from FocalCXM. It is intended
solely to help StoryPulse customers understand the value proposition
in upcoming releases.
Planned Scope
As of January 2016, the version of StoryPulse available in the market
is 3.5.0. This document highlights the key areas of innovation
planned for the iPad version 3.6.0 as described below.
 Improved Stock Capture forms
 Increment updates of stockist and products
 Management stock visibility
 Assessments for stockist
In this version, sales representatives can use StoryPulse to capture
Stock information for Stockists and synchronize the data with the
CRM on Demand system.
Custom forms
A new assessment called Simple Custom Form is introduced.
Stockist Data Sharing
Rep gets latest stock information to the iPad from the Auto sync and
Reload process. IPad maintains all the recent stock information in
two ways:
1. Auto sync Updates: iPad gets the latest updates every 5 hours
from the server.
2. Reload : Sales Reps can also see the latest stock updates
instantly by clicking on the Accounts Reload button on the
Sync screen.
Stock Visibility to Management
With this version, managers (such as Area Business Managers) also
have visibility to stockists and related assessments.

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StoryPulse Planned Scope Client Version 3.6.0

  • 2. Disclaimer ........................................................................................................................... 3 Purpose............................................................................................................................... 4 Planned Scope.................................................................................................................... 4 Custom forms.................................................................................................................. 5 Stockist Data Sharing ...................................................................................................... 5 Stock Visibility to Management ...................................................................................... 5
  • 3. Disclaimer This document in any form, software or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
  • 4. Purpose This document provides an overview of the strategic product plans for StoryPulse and related options from FocalCXM. It is intended solely to help StoryPulse customers understand the value proposition in upcoming releases. Planned Scope As of January 2016, the version of StoryPulse available in the market is 3.5.0. This document highlights the key areas of innovation planned for the iPad version 3.6.0 as described below.  Improved Stock Capture forms  Increment updates of stockist and products  Management stock visibility  Assessments for stockist
  • 5. In this version, sales representatives can use StoryPulse to capture Stock information for Stockists and synchronize the data with the CRM on Demand system. Custom forms A new assessment called Simple Custom Form is introduced. Stockist Data Sharing Rep gets latest stock information to the iPad from the Auto sync and Reload process. IPad maintains all the recent stock information in two ways: 1. Auto sync Updates: iPad gets the latest updates every 5 hours from the server. 2. Reload : Sales Reps can also see the latest stock updates instantly by clicking on the Accounts Reload button on the Sync screen. Stock Visibility to Management With this version, managers (such as Area Business Managers) also have visibility to stockists and related assessments.