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Pivotal Mobile Client
Pivotal Mobile Client is a special version of the Pivotal CRM solution, optimized to run on a laptop computer regardless of access to an Internet connection. Pivotal Mobile Client offers mobile users who are away from the office for extended periods of time complete access to full, rich Pivotal CRM functionality, enabling them to make sales and provide service with all the insight and information resident in Pivotal CRM.
Pivotal Mobile Client offers the familiar Pivotal CRM interface to which users are accustomed—accessible anytime, anywhere. Users can read and input CRM data, review product catalogs, configure products, and produce accurate quotes while offline at the customer site, and then synchronize the system when they are online, ensuring that they have the latest data and that the data they have updated in the field gets propagated throughout the organization.
Complete Mobile CRM Client
- Offline Read/Write Access to CRM Data
- User-Controlled Synchronization Options
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- Offline Product Catalog
- Quote Creation
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Accelerate Sales Cycles with On-the-Spot Performance
Offline access to the resources needed to negotiate sales deals ensures that Internet connectivity never impedes sales, allowing salespeople to respond to queries and generate quotes instantly while on-site at client meetings or on the road. Faster responses move the sales process forward more rapidly, leading to shorter sales cycles.
Ensure Data Is Updated Regularly
Pivotal Mobile Client users can connect with the main Pivotal CRM system intermittently to ensure they have the latest CRM data. Bi-directional synchronization ensures sales managers and other team members are up to date with deal progress, meeting notes, quotes that have been extended to prospects, and more.
Increase Sales Productivity
Sales users are continually on the move. But limited Internet connectivity and lack of access to CRM data can prevent them from making optimal use of travel time. With Pivotal Mobile Client, salespeople always have the information they need to prepare for or follow up on sales meetings, leading to more effective, informed use of both client-facing time and travel time.