Pivotal UX Readiness
Assessment Services


Facilitate Collaboration Across Devices

Your teams are on the go, and that’s a good thing. From meeting prospects to closing deals, mobility is key to staying connected and responsive, and a CRM system that keeps up is a necessity. The new Pivotal 6.5 UX Client harnesses the power of Pivotal CRM in a device and browser-agnostic application, so users can access the system when and how they need it – on desktops, notebooks, smartphones, or tablets—with zero client footprint, ensuring they never miss a beat or an opportunity to connect.

While the benefits abound, we at Tokara know that implanting a new solution takes careful preparation and planning to ensure successful integration. To that end, our new Our Pivotal UX Client Readiness Assessment Services are designed to provide the professional insight and management you need to ensure your system is ready for this latest upgrade. The end result? A fully optimized solution that maximizes your Pivotal CRM investment for the long term.

Step-by-Step Migration

Migrating your systems to the latest Pivotal 6.0 platform is a journey, and we’re prepared to help you every step of the way. Our Pivotal UX Client Readiness Assessment Services start at the beginning, helping you make the decision and set the timeline for Pivotal CRM UX Client migration. “We call this our roadmap phase.” Our consulting experts will review your current Pivotal platform, making custom adjustments as necessary so it’s completely suitable for Pivotal 6.5, making remedial recommendations if required. We’ll even validate your existing software versions including hot fixes, service packs, and applications, ensuring every component is ready for Pivotal UX Client deployment.

Total Systems Migration

Once you’re ready, we’ll help you make the transition, sharing our expert advice and input on Pivotal CRM deployment. Regardless of which version of Pivotal CRM your organization is currently running, our team of experts is ready to spearhead your upgrade to Pivotal 6.5. We understand some businesses require more consultation than others and can perform a full Pivotal Business Model analysis on your existing system, providing you cost estimates and professional recommendations for Pivotal 6.0 platform integration.

Comprehensive Lifecycle Support

We know CRM, and are proud to provide a full array of services that span the entire systems lifecycle. In addition to our Pivotal UX Client Readiness Assessment Service, we also offer:

Pivotal 6 Upgrades
Pivotal Performance Health Checks
Pivotal Mobile for iPad & iPhone
Managed Private Cloud Solutions
Remote Applications Management
Pivotal Implementations, Customizations, Reporting, Strategy & Training
Pivotal Connections to Salesforce, Marketo, LivePerson, & Salesforce CRM