Why use this solution?
Your CRM, your way
The seamless and flexible Pivotal platform lets you customize experiences around your specific business processes. Automate sales, marketing, customer service and contact management to generate and capture leads, win more deals, increase customer satisfaction and drive growth.
A flexible choice of deployment
Whatever your organization requires, Pivotal CRM can be deployed to suit it. Whether on your own premises, completely in the cloud backed by the security of AWS, or a hybrid of the two, Pivotal offers highly flexible deployment options.
Comprehensive business benefits
Increase user productivity with a customizable Pivotal workspace featuring real-time dashboard- and report-driven insights and updates to empower smarter decision making. Pivotal also supports your users wherever they are, in the office or out on the road, by ensuring a consistent user experience across platforms and devices.
Pivotal enterprise dashboards stand out because they’re built around a real-world workflow, with role-based access letting you build state-of-the-art functionality that delivers extensive interactivity, easy drill-downs and fast configuration. Key data points like current opportunities, sales pipeline and hot leads are available in the easy-access Action Center dashboard.
Microsoft Outlook integration
Users can view customer information, link documents and add vital customer data to Pivotal directly from Microsoft Outlook. Activities created in Pivotal automatically appear in the Outlook calendar too for one central view of meetings and tasks.
Great UX and mobility features
Enjoy real-time access to customer and prospect data from any device. Entering leads, updating opportunities and sending out supporting content is simple with a touch-friendly UI optimized for smaller devices. Features such as a 'key task' reminder, easy directions, quick entry forms and streamlined access make the solution perfect for the mobile era.
Smart analytics and reports
Enjoy visibility across Pivotal and enterprise data helping you develop smart and actionable insights in real-time. Monitor your pipeline and take early action with advance insight into customer successes and challenges. Analytics dashboards allow you to discover hidden opportunities and track trends right from your Pivotal application.