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Pivotal Mobile Archives - Tokara Solutions

Pivotal Mobile CRM Security Features

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As part of today’s rapidly evolving mobile mindset, robust mobile applications in virtually all areas of life are providing us with an efficient combination of convenience, flexibility, and functionality.

Pivotal Mobile CRM on iPad & iPhone

In the case of CRM applications, we at Tokara Solutions are seeing more and more clients taking their powerful Pivotal CRM systems and going mobile, with quick and simple deployment to devices they already use and rely on. At the end of the day, the decision to ‘go mobile’ has been straightforward for most of them — eliminating the hassle of a laptop in the field means sales and customer service teams can travel light with mobile devices and achieve their goals (and the goals of the company) more quickly and easily. Read More

Pivotal Mobile CRM Offers Custom Mobile Dashboards

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For those who joined us before the holidays, you know we’ve been examining some ways mobile technology and devices — specifically, Pivotal for iPad and iPhone — are changing the way we live and work and providing us with extreme convenience hand in hand with functionality similar to what can be accessed in an office setting.

We’ve looked at a high level at the benefits of customizing device forms for Pivotal CRM users who are going mobile on iPad or iPhone with the Pivotal CRM App. This week we’re looking into Mobile Dashboards, just another customizable aspect of the Pivotal CRM App that enables your organization to operate according to its own requirements and business rules so that you’re fully functional in the field, and at the same time served information in the way that’s easiest to access, and that makes the most sense for you and your team.

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Pivotal Mobile CRM Features Custom Device Forms

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Last week’s blog covered the big wins for Pivotal CRM users who are going mobile on iPad or iPhone with the Pivotal Mobile CRM App. This week we’re taking a bit of a deeper dive into some of the customizable aspects of the Pivotal CRM Mobile App that enable your organization to operate according to its own requirements and business rules so that you’re not only fully functional in the field, but are also served information in the way that’s easiest to access, and that makes the most sense for you and your team.

Pivotal Toolkit enables you to design and adjust any number of areas within the Pivotal CRM App; this blog will focus on Device Forms, which have an enormous impact on how critical data is displayed on a mobile device.

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Pivotal Mobile CRM Brings Office Productivity to the Field

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There’s no question that mobile technology and devices are changing the way we live and work, offering both extreme convenience along with functionality that often closely mirrors what can be done in an office on a desktop or laptop.

This changing paradigm is the basis of a trend we’re seeing here at Tokara Solutions, with clients who are taking their powerful Pivotal CRM system and going mobile, with quick and simple deployment to devices they already use and rely on. Forget about opening a laptop in the field — now your sales team can travel light with mobile devices and get the job done more quickly and easily.
Pivotal Mobile CRM

Future blogs will cover some of the benefits of the Pivotal CRM mobile solution in greater depth, but read on for a high-level snapshot of what you need to know about going mobile with your Pivotal CRM system. Read More

Upgrade to Pivotal 6 PCM for Leading Pharma Company Highlights Tokara’s CRM Expertise

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With engineers boasting 10 to 15 years of Pivotal CRM experience before even joining the company, Tokara Solutions’ ability to offer the highest available level of Pivotal CRM expertise available in the marketplace is unquestioned. But what further differentiates this veteran CRM consultancy continues to be their unwavering commitment to engaging with clients in a long-term partnership model focused around that client’s individual needs and business requirements. A recent upgrade to Pivotal 6.0 PCM for Tokara client in the pharmaceutical industry highlights both the value clients derive when ‘partnership’ is taken to the next level and the reasons Tokara includes this relational component in every aspect of technical engagement.

With thousands of clients of their own across the globe, this leading pharmaceutical company knew first hand how robust and powerful the Pivotal platform had already proven to be in effectively reaching and communicating with clients and prospects. This history with the technology drove them to plan future development projects on the platform, including an upcoming mobile tablet solution for their sales team. Read More