Tokara Solutions' Consulting Blog

Relevant News on CRM, Marketing Automation, and Much More!

Recent Posts on Business Intelligence/Analytics

Marketo Partner Tokara Solutions Highlights Benefits of Marketing Automation

Posted by | CRM Consulting, Marketing Automation, Marketo | No Comments

Many of you already know about our recent partnership with Marketo, an industry-leading provider of marketing automation solutions. As a Marketo partner, we continue to provide our clients innovative, effective CRM and business intelligence technologies for their business, while increasing the scope and depth of the marketing automation solutions we offer.

Marketo Marketing Automation Sample

In our new position as a Marketo partner, we’re developing this series of blog posts to provide a high-level overview of features and benefits you can expect to see in your marketing when using Marketo. Following last week’s posting on email marketing, this week’s blog highlights some of the most significant aspects of automating your marketing with an easy-to-use software program like Marketo that doesn’t require technical expertise or previous knowledge of HTML. Read More

SalesChief for Pivotal 6 CRM: VP of Sales Use Case

Posted by | CRM Consulting, Marketing Automation, Pivotal CRM | No Comments

For those of you who following our blog series featuring the business intelligence functionality made possible by SalesChief, you already know SalesChief is accessible to Pivotal 6 CRM users from within a dedicated tab in the Pivotal application. Once you’ve opened Pivotal SalesChief, you can see that the application is comprised of four main tabs: Sales Performance, Opportunity Analysis, Marketing Effectiveness, and Lead Analysis.

As a follow-on to the high-level overviews provided to date in this series, today’s blog examines a typical use case for SalesChief within any sales organization, namely, that of a VP of Sales who is evaluating the performance of sales team members against pre-determined criteria and metrics. Read More

SalesChief for Pivotal 6 CRM: How to Find out More

Posted by | CRM Consulting, Pivotal CRM | No Comments

As many of you know, at this year’s Aptean Edge event in Las Vegas, the Tokara team debuted a powerful new business intelligence (BI) tool: SalesChief for Pivotal 6 CRM Users. Since that time, we’ve received an enormous amount of enthusiastic feedback from Pivotal CRM users who immediately see the BI benefits this tool would bring to their business. Everyone is asking to see more on what this BI tool can do from within Pivotal 6 CRM, and we want to make sure we show you!

To that end, we’ve created two quick demo videos you can watch entitled, ‘Introduction to SalesChief for Pivotal CRM Users’ and ‘SalesChief for Pivotal CRM Users: Use Case for VP of Sales.’ Read More

SalesChief Brings the Power of QlikView to Pivotal 6 CRM

Posted by | CRM Consulting, Pivotal CRM | No Comments

With the year’s pre-eminent Pivotal event, Aptean Edge, taking place next week (May 13-15) in Las Vegas, we thought we’d take a week off in our blog series on Pivotal 6 upgrades to tell you about SalesChief, an exciting tool designed specifically for Pivotal CRM users that’s being showcased in sessions and demos at the event.

At its core, SalesChief is a powerful connector that enables businesses running Pivotal CRM to enjoy all the benefits of QlikView business discovery software. After three consecutive years in Gartner’s Magic Quadrant for Business Intelligence (BI), many of you are probably already familiar with the benefits QlikView brings its users. But for those who aren’t, here’s just a little background on why it’s earned such accolades – and remember, now it’s available for Pivotal CRM users through SalesChief! Read More

Pivotal 6 Upgrades: Enhanced Analytics Functionality

Posted by | CRM Consulting, Pivotal CRM | No Comments

When we provide Pivotal consulting to clients, one of their primary goals is always to empower their team members to know more about their customers so they can engage with them more profitably. At the same time, we see first-hand the range of business benefits that result when our clients move to the latest version of the Pivotal CRM platform and applications. Today’s post covers the common ground between these areas and provides some detail around the enhanced customer insight that comes with a Pivotal 6 upgrade in the form of the robust Pivotal Analytics module.

At its core, Pivotal Analytics allows clients to gain maximum benefit from their investment in Microsoft in the form of CRM analytics based on the Microsoft Business Intelligence Platform. The module provides users with a toolkit that allows them to efficiently and effectively analyze customer data and make better and faster decisions around how, where, and when to engage with these customers to maximize relationship, revenue, and profit. Read More