Pivotal 5.x to Pivotal 6 CRM Upgrades
Pivotal CRM Performance Health Checks
Pivotal CRM Mobile for iPad & iPhone
Pivotal UX Readiness Assessments
Pivotal CRM Implementation
Pivotal CRM Customization & Reporting
Pivotal CRM Strategy Consulting
Pivotal CRM User & Developer Training
Pivotal CRM Project Management
Pivotal CRM Data & Document Mgmt
Pivotal UX CRM—
like nothing you've seen.
Pure browser-based brilliance—
taking flexibility and mobility to new heights
atop the powerful CRM you know and trust.
Pivotal 5.x to Pivotal 6 CRM Upgrades
Pivotal Social CRM (for Social Media)
Pivotal CRM Salesforce Automation
Pivotal CRM Marketing Automation
Pivotal CRM Service Automation
Pivotal CRM Partner Automation
Pivotal CRM Contact Management
Pivotal CRM Rich Client
Pivotal CRM Windows Client (and Agents)
Pivotal CRM for Financial Services
Pivotal CRM for Manufacturing
Powerful Automation, Superior Results
With an award-winning flexible architecture, Pivotal CRM delivers the industry’s most complete CRM solution and the flexibility to conform to your business. Watch the video to learn more.
The features below are just a few of the powerful tools Pivotal 6 CRM brings to your business.
Partner to Optimize Pivotal
Because we ensure your CRM solution delivers optimal business results. Period. Whether we’re providing Pivotal implementations, Performance Health Check services, customizations, or any of our other services, we know what it takes to work with companies with high levels of product and business process complexity.
The Future of CRM
Pivotal 6 CRM, the next evolution of the Pivotal platform and applications built on the .NET Framework, offers seamless integration with Microsoft Office, Outlook, and SharePoint, intuitive task-based navigation, and more.
From comprehensive out-of-the-box applications to the industry-leading Pivotal customization toolkit, Pivotal 6 CRM software puts the ability to cost-effectively adjust and innovate in the user’s hands, giving companies the capability to be customer-centric market leaders, along with the tools to remain at the forefront—today, tomorrow, and in the years ahead.
Pivotal CRM for Mobile
Pivotal Handheld provides mobile access to key information on BlackBerry and Windows Mobile devices, so Pivotal CRM users can access important information when and where they need to, regardless of connectivity. It also accelerates information flow and drives end user adoption by removing road-blocks to keeping important information up-to-date and relevant.
- Mutual Fund Wholesaling
- CRM for Mutual Fund Wholesaling
- Capital Markets
- Private Banking
- Commercial Banking
- Credit Unions
Pivotal CRM for Institutional Asset Management (IAM) offers industry-specific functionality that enables you to develop deep insight into client needs, preferences, and influencers, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. The solution mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. Details on Pivotal CRM for Institutional Asset Management.
Pivotal CRM for Mutual Fund Wholesaling is an industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity. The solution enables you to increase efficiencies and productivity, leading to greater overall profitability. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. Details on Pivotal CRM for Mutual Fund Wholesaling.
Pivotal CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of your firm. The solution offers industry-specific functionality that enables investment bankers to better manage client opportunities and relationship. Pivotal CRM for Capital Markets mirrors the business processes and data models used by firms like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, you can accelerate return on investment and lower your total cost of ownership. Details on Pivotal CRM for Capital Markets.
Pivotal CRM for Private Banking & Wealth Management helps you streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base. It’s an industry-specific solution that helps you develop deeper understanding of your clients’ needs, households, preferences, and influencers, accompanied by tools that automate multi-step processes, track performance, and improve collaboration to increase client satisfaction. Details on Pivotal CRM for Private Banking.
Pivotal CRM for Commercial Banking is an industry-specific solution that enables you to develop deep insight into your clients’ needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. Our Pivotal CRM solution mirrors the business processes and data models commonly used by commercial banks like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored system, you are well positioned to delight clients with the personalized service that makes banking with you a natural choice. Details on Pivotal CRM for Commercial Banking.
Pivotal CRM for Credit Unions enables you to automate time-consuming activities while implementing a consistent set of processes that increase member acquisition, reduce churn, maximize share of wallet, and help deliver a member experience that is noticeably better and more personalized than competing financial institutions. Details on Pivotal CRM for Credit Unions.