Pivotal CRM

Pivotal UX Readiness
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Solutions Delivered by North America’s Leading Pivotal CRM Partner

Regardless of the Pivotal CRM solution your business needs, you couldn’t be in better hands. Recognized as Aptean Pivotal’s top premier partner in North America, Tokara is recognized both as having Pivotal CRM consultants with the deepest levels of Pivotal expertise (most of our team have Pivotal track records of 10-15 years) as well as the most innovative solutions to connect your Pivotal system with any and every other piece of functionality you need to drive tangible business results – including best-of-breed marketing automation, business intelligence, customer experience, and more. Browse the list below for some of our areas of specialty:

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 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

Pivotal CRM for Industry-wide SMBs
Pivotal CRM for Real Estate
Pivotal CRM for Home Building
Pivotal Connector for Marketo (Brochure)
Connecting Pivotal CRM to Business Intelligence/Business Discovery (QlikView)
Connecting Pivotal CRM to User Experience Management/Click-to-Chat (LivePerson)

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.

Automate Everything

Salesforce Automation

Shorten the sales cycle and improve close ratios by making your sales process one of your strongest competitive differentiators.

Marketing Automation

Increase response rates and lead quality dramatically by conducting highly targeted campaigns that capture in-depth prospect and customer data at every point of interaction.

Service Automation

Accelerate incident resolution and improve customer satisfaction by implementing efficient, repeatable customer service processes.
 

Feature-Rich Functionality

The features below are just a few of the powerful tools Pivotal 6 CRM brings to your business.

Partner Management

Collaborate more effectively with your partner channels by extending your knowledge and sales processes to them.

Analytics

Make better-informed business decisions faster with customer-data analysis.

Social CRM

Harness the power of social networks where they have the most business impact: within your CRM system.

Mobile CRM

Increase the productivity and effectiveness of your field and mobile users, whether they’re working online or disconnected.

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.

Industry-Specific Solutions

Financial Services

Whether you’re in Capital Markets, Commercial Banking, Credit Unions, Institutional Asset Management, Mututal Fund Wholesaling, or Private Banking/Wealth Management, the Tokara Solutions team is perfectly suited to partner with you to ensure your Pivotal CRM system operates flawlessly, delivering the business results financial service providers demand. Details on Pivotal CRM for Financial Services.

Home Building

As Home Building and Real Estate businesses begin to recover from the challenges of the past five years, most are recognizing that their customers are their most valuable asset to sustain and increase growth. Pivotal CRM enables them to make customers for life with its industry-specific sales and marketing solution. Details on Pivotal CRM for Home Building.

Manufacturing

Today’s leading manufacturers are making the transition to a demand-driven business model by integrating sales, marketing, and service processes to become more customer-centric. Pivotal CRM enables them to manage all their customer relationships and sales with a single, integrated system. Details on Pivotal CRM for Manufacturing.

SMBs

If you’re a Small to Mid-Sized Business, you know that your requirements for winning new customers and delivering high-quality customer service have grown along with your business. You’ve outgrown spreadsheets, hunting for customer information in disparate locations, and other manual, time-consuming processes. You are ready for a comprehensive Pivotal CRM solution that gives you “big company” features designed specifically for your size business. Details on Pivotal CRM for SMBs.

Financial Services Solutions

Browse the micro-vertical tabs below for summaries of features/functionality you get when you partner with Tokara Solutions for a Pivotal CRM financial services engagement.

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.

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