Pivotal CRM for SMBs


Meeting the Unique Needs of SMBs

As your business has grown, so have your requirements for winning new customers and delivering high-quality customer service. You’ve outgrown the spreadsheets, hunting for customer information and other manual, time-consuming processes. You are ready for a comprehensive CRM solution. But who has the time and resources to spend on a solution made for massive, multi-national organizations? By the same token, why should you settle for a shrink-wrap CRM package with limited features?

CDC Pivotal CRM for Small and Mid-Sized Business is designed to offer you all the powerful features of Pivotal CRM in a solution that can be implemented quickly and works with what you already have on-hand. Based on proven Microsoft technologies, it gives you full marketing, sales, and customer service automation—everything you need to attract, win, and satisfy customers. Best of all, it’s easy to use because the tools you use every day, like Outlook and SharePoint, are built in.

Pivotal CRM Benefits for SMBs

See what Pivotal CRM 6.0 for Small to Mid-Sized Businesses can bring to your company:

Drive revenues

Create high-impact, low-cost marketing campaigns, manage leads, and take advantage of salesforce automation workflows to lower the administrative burden for sales people. Spend more time selling and win more business.

Centralize customer information

Drive collaboration within your customer-facing team by giving salespeople, marketers, and customer service representatives a single, universally accessible repository for all customer and prospect information.

Create repeatable processes

Automate time-consuming processes and create repeatable workflows that ensure you are capitalizing on learning gleaned from successful sales strategies while delivering a consistent customer service experience.

Make it your own

Mirror the way you work with your CRM solution. Every link, label, section or report can be quickly set up to match your processes. Each user can configure their own dashboard that shows only the information that is relevant to them in their role.

Capture more revenue

Protect margins and maximize revenue-generating opportunities with accurate quote and order creation, discount management, and contract and volume commitment tracking.

Turn cost centers into revenue centers

Generate additional revenues from customer relationships with closed-loop processes that support and extend valued services to customers.

Key Features

With an industry-tailored client relationship management system, you can get big-company features in a solution made for businesses like yours. With its award-winning flexible architecture, Pivotal CRM delivers an industry-leading CRM solution with the flexibility to conform to the needs of your small-to-medium sized business, with support from our Pivotal CRM consultant team:

Sales force automation
Mobile & social CRM
Customer service
Email marketing
Power searches
Lead & partner management
Microsoft-like interface & Outlook integration
Territory & opportunity management
Service tracking
Document management
Analytics & reporting


There’s no question the Tokara team has solid expertise in Pivotal CRM – but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle Davidson, MIS Director, Kantar Retail

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. Pierce, Principal Financial Group

I have been extremely pleased with their quick response, quality service, and professionalism. These guys are super easy to work with and they really know their stuff. I strongly recommend Tokara Solutions.

Sandra Luckins, Harley-Davidson Financial Services