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Intellisync for Pivotal

Intellisync for Pivotal provides mobile users with bi-directional synchronization of Personal Information Manager (PIM) information—including contacts, to do's, and calendar items—between Pivotal CRM and Microsoft® Outlook® and Lotus® Notes®, ensuring centralized CRM data is current and keeping mobile users up to date.

With Intellisync for Pivotal, data synchronization is seamlessly conducted when users connect to the main system. They can also select which items to synchronize, resolve data conflicts, and customize events and activities to be synchronized, reducing synchronization time and ensuring data consistency. While offline or away from the office, mobile users can read and write to their PIM application on their PDA.

Powered by technology from Intellisync Corporation, the recognized industry leader in PIM synchronization, Intellisync for Pivotal is a reliable and robust solution for maintaining consistent PIM information across the organization.

Complete Data Synchronization

Background Synchronization Contextual Collaboration Flexible Filtering

Custom-Field Synchronization Logging of Conflicts Unicode Support

Enable Mobile Users

While offline and away from the office, mobile users can read and write to their offline PIM applications. With Intellisync for Pivotal, upon establishing a connection to the main system, updates and changes to calendar, contact, and task information are seamlessly synchronized between Microsoft Outlook or Lotus Notes and Pivotal in the background—without requiring action from the user—ensuring that everyone in the organization has up-to-date customer data.

Drive CRM User Adoption

Employees spend a good portion of their time working in popular PIMs, such as Microsoft Outlook and Lotus Notes. In fact, most professionals start their work day by looking at their e-mail and calendar, tracking their tasks for the day and consulting their address book of contacts. Usage is high, since PIMs allow employees to maintain a view of their individual schedules, correspondence, activities, and contacts that is relevant, convenient, and helpful to them. Linking these functions to the CRM system increases user adoption.

Focus Salespeople on Selling

Intellisync for Pivotal takes all the effort out of synchronizing contact, task, and calendar information from Outlook or Lotus Notes with the Pivotal CRM system and ensures salespeople's selling time is never taken up by having to resolve data conflicts and cryptic errors.

Facilitate Team Communication and Collaboration

Intellisync for Pivotal enables sales users to easily and quickly identify recent interactions with key contacts and customers, providing timely access to deal-making and deal-breaking information that keeps sales moving forward.