Connect sales to customer insights
Streamline how you manage customer experience with one powerful 360° view across sales, service and support, arming your sales teams with all the knowledge they need to maximize opportunities. Spend less time on admin tasks with simplified tools and dashboards, so you can focus on more important activities: improving customer relationships and driving sales.
Gain marketing visibility into customer information
Make tracking customer leads, sources and information easy with one global platform, integrated across systems. Manage customer interactions, generate leads and eliminate lost leads by properly assigning marketing tracked opportunities. Use hundreds of data points to build a detailed picture of customer journeys, helping you rapidly launch enhanced experience initiatives and tailor loyalty programs to customer behavior.
Harness analytics to support your business
Ensure that all your systems are quickly connected with your CRM to deliver an immediate 360º view into every customer. This helps you simplify how you manage the customer journey across systems to ensure a positive experience. Built-in analytics, reporting and search let you leverage a huge range of customer data and information to help you conquer your business goals.
CRM that flexes to complement your unique processes
Why compromise on what works best for you? Pivotal fits around your organization, helping to enhance your CRM practices and automate sales, marketing and service to support your specific growth needs.
Onyx CRM makes it simple to put customer experience at the heart of your business, keeping productivity high with time-saving tools like advanced searching, pre-built reports, mobile apps, Outlook connectivity and process automation.
Versatile, multi-platform CRM
Rich of out-of-the-box functionality can be enhanced by your own processes while multi-platform delivery gives you access to mission-critical data anywhere.
Perfect for community banks and credit unions
Centralize vital client data and use CoreTrac’s reporting to search contact history for up- and cross-sell opportunities and store customer insights so you’re ready when they call.
Customer Experience Cloud
Reduce support tickets, shrink support costs and improve customer and employee satisfaction with the Avolin Knowledge Management solution. Queries are three times more likely to be resolved during the first interaction.