StoryPulse Planned Scope for Server Version 3.7.0
- 1. January 27th 2017 StoryPulse Planned Scope for Server Version 3.7.0
- 2. Disclaimer ......................................................................................................................3 Purpose..........................................................................................................................4 Planned Scope...............................................................................................................4 Stock Data Sharing .....................................................................................................5 Incremental Updates of Stockists & Products ...........................................................5 Stockist visibility to Management..............................................................................5 Tags ............................................................................................................................5 Activity Creation Flag .................................................................................................6 Enhancements to Web Based Assessments ..............................................................6
- 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 3.6.0. This document highlights the key areas of innovation planned for StoryPulse Server 3.7.0 as described below. Stock Data Sharing Increment updates of stockist and products Stockist visibility for Management Tags Activity Creation Flag Enhanced Web Surveys The release is tentatively scheduled for February.
- 5. Stock Data Sharing Users who share same values for a set of attributes have visibility into the field data captured by each other. This facilitates better collaboration and data insights. Incremental Updates of Stockists & Products This version of the software supports incremental updates to any stockist and product data in the CRM platforms. Please note that stockist is just a type of account in CRM terms and products in this context are not the traditional product catalogs in CRM platforms. They can be any custom objects repurposed for a specific need. Stockist visibility to Management With this version, management hierarchy (such as Area Business Managers who have reportees) can see stockists of his/her area irrespective of sales lines. Tags Administrators can define tags and classify assessments using the StoryPulse admin interface. User can now create, modify and assign tags to various assessments. This simplifies the ability to search for assessments.
- 6. Activity Creation Flag Administrators can specify if an activity has to be created in the CRM platform whenever an assessment is synchronized. This gives flexibility to customers based on their business process. Enhancements to Web Based Assessments With this version, surveys can be pushed over the web to recipients. Responses captured will be synchronized with back end CRM platforms. As of this version, there is no ability to target web based assessments to specific customers.