What is Pivotal CRM?

Pivotal CRM is an on-premise customer relationship management (CRM) solution for businesses of all sizes, assisting them in managing various CRM processes. It supports online self-service and partner management modules, social CRM, application workflow management, and data management as core modules, as well as marketing automation, lead management, sales force automation, customer service, and contact center.

Pivotal CRM has industry-specific versions for home building and real estate, as well as financial services, including capital markets, institutional asset management, mutual fund wholesaling, commercial banking, and private banking/wealth management. The solution is also used in the healthcare and medical device industries, as well as insurance and manufacturing. Pivotal CRM is ideal for Microsoft-based organizations because it includes Microsoft Outlook and SharePoint.

If you're ready to take your organization to the next level, Pivotal CRM can help you get there by aligning your business processes with the technology required to optimize your operations so you can focus on bigger things. CRM that maps to your customers' needs can help you build, grow, and drive your business forward.

You can maximize your competitive advantage and achieve tremendous benefits by using Pivotal CRM:

  • With time-saving tools and repeatable processes, you can shorten your sales cycle and hit your targets.
  • Increase the number of high-quality leads for your sales team while putting in less effort.
  • Set the stage for future sales by providing customers with responsive, thoughtful, and personalized customer service.
  • Make it easier to do business with your company. Make it easier for your partners to sell and evaluate their performance.
  • Create real, measurable value through social channels.
  • Allow your most valuable sales and service employees to access customer data from any location.


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