Resources & Downloads

CRM & Marketing Automation Document Downloads

If you’re looking for details on a solution we offer or a specific area of focus for us, we encourage you to view or download any of the the assets listed below.

Tokara Solutions Professional Services

 Redefining CRM Consulting (Brochure)
 Pivotal Connector for Marketo (Brochure)
 Professional Services (Datasheet)
 CRM Solutions (Datasheet)
 Marketing Automation Solutions (Datasheet)
 Managed Private Cloud Solutions (Datasheet)
 Remote Application Management Solutions (Datasheet)
 Technical Staff Augmentation Solutions (Datasheet)

Salesforce CRM Solutions

 Salesforce CRM Consulting Solutions (Datasheet)
 Salesforce Sales Cloud Solutions (Datasheet)
 Salesforce Service Cloud Solutions (Datasheet)
 Salesforce Marketing Cloud Solutions (Datasheet)
Salesforce1 Platform Solutions (Datasheet)
 Hosted Salesforce Integration Solutions (Datasheet)
 Apex Development Solutions (Datasheet)
 Visualforce Development Solutions (Datasheet)
 Salesforce Remote Application Management (Datasheet)

Pivotal CRM Solutions

 Pivotal 6 Upgrade Solutions (Datasheet)
 Pivotal Performance Health Check Services (Datasheet)
 Pivotal CRM Mobile Services for iPhone and iPad (Datasheet)

Marketo Marketing Automation

 Marketo Marketing Automation (Datasheet)

Tokara Customer Testimonials

 Salesforce Integration for M.S. Rau Antiques (Datasheet)
 Pivotal 6.0 Upgrade for Kantar Retail (Datasheet)
 Pivotal 6.0 PCM Upgrade for Pharma Industry (Datasheet)
 Innovative Solutions in Pivotal EMS and Office 365 in Pharma Industry (Datasheet)

Pivotal CRM Resources by Aptean

 Pivotal CRM for Capital Markets (Datasheet)
 Pivotal CRM for Small & Mid-Sized Businesses (Datasheet)
 Pivotal CRM for Commercial Banking (Datasheet)
 Pivotal CRM for Private Banking (Datasheet)
 Pivotal CRM for Institutional Asset Management (Datasheet)
 Pivotal CRM for Mutual Fund Wholesaling (Datasheet)
 Pivotal CRM for Manufacturing (Datasheet)
 Pivotal CRM for Home Building & Real Estate (Datasheet)
 CRM for Asset Managers (White Paper)
 Financial Services CRM Advantage (White Paper)

Pivotal CRM Resources by Aptean

 Gartner, Magic Quadrant for CRM Lead Management
 Gartner, Magic Quadrant for the CRM Customer Engagement Center
 Gartner, Magic Quadrant for Multichannel Campaign Management

Pivotal CRM Overview (Aptean)

Salesforce and Pivotal CRM Video Resources

We know that sometimes watching is the easiest way to quickly absorb information you’re looking for, so we encourage you to browse the videos below to see if there are areas of interest to you or your organization. If there’s any additional documentation we can provide to you, please don’t hesitate to ask!

Salesforce Sales Cloud Overview/Demo (Salesforce)

Salesforce Service Cloud Overview/Demo (Salesforce)

Salesforce Marketing Cloud Overview/Demo (ExactTarget)

Salesforce1 Platform Overview/Demo (Salesforce)

Because our internal development teams worked alongside Tokara’s consultants, our upgrade happened faster and with substantially lower cost than in a more traditional implementation scenario.”

Ginelle Davidson, MIS Director, Kantar Retail

We need it to be right, but we can’t spend millions of dollars re-architecting our whole organization every time we want to do a project. Now, we are completely in synchronization with zero errors.

Chris Drake, Chief Technology Officer, M.S. Rau Antiques

We were looking for a top-tier professional services partner who was really committed to the long-term relationship, and we couldn’t have made a better choice.

Project Management Officer, Global Pharmaceutical Manufacturer

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

Our internal development teams worked side-by-side with Tokara’s consultants, enabling us to walk away from the upgrade with software we know we’ll see real ROI from.

Ginelle Davidson, MIS Director, Kantar Retail

The team at Tokara has met or exceeded all my expectations. My Tokara consultant and his team understand me, our Salesforce organization, and us as a company. They really ‘get’ how we work.

Chris Drake, Chief Technology Officer, M.S. Rau Antiques

As they transitioned us from Pivotal CMS to Pivotal PCM, most users didn’t even notice a hiccup in performance – and any issues that did emerge were immediately resolved by the Tokara team.

Project Management Officer, Global Pharmaceutical Manufacturer

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 their commitment to partner in whatever way is best for that client.

Ginelle Davidson, MIS Director, Kantar Retail

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

Tokara’s consultants used a ‘train-the-trainer’–style approach that ensured we had a product we’re really able to ‘own’ in terms of future development needs we might have.

Ginelle Davidson, MIS Director, Kantar Retail

I can’t say enough good things about Tokara’s engineers, businesses analysts – really all of their technical resources. Things could not have gone more smoothly -- they did excellent work.

Project Management Officer, Global Pharmaceutical Manufacturer