CRM Software Products

Pivotal ePartner™

Pivotal ePartner is a web-based self-service portal for partners that dramatically decreases the cost of supporting and managing partners by giving them 24x7 access to collaborative sales, marketing, and service materials and tools. Pivotal ePartner extends marketing, sales, service, and ordering capabilities to business partners cost effectively, enabling them to make sales, deliver customer value, and keep customers satisfied.

Partners log in to your custom ePartner portal through their own personalized accounts and are presented immediately with information that's relevant to them. They can easily use the portal to request literature, register leads, create and track support requests, or place orders—whatever they need to do to support joint customers and make sales.

Pivotal ePartner comes pre-integrated with the rest of the Pivotal CRM suite and can be customized to fit your company's look and feel and deliver a branded experience. Pivotal ePartner works in combination with Pivotal Partner Manager to provide a full partner management solution comprising both an employee-facing application and online partner-facing tools.

Complete Online Partner Management

  • Personalized Partner Portal
  • Partner Collaboration
  • Partner Profiling
  • Partner Recruitment and Online Registration
  • Quote Management
  • Enhanced Discounting
  • Order Entry and Tracking
  • Sales Tools and Literature Fulfillment
  • Service Request Submission and Tracking
  • Real-Time Information Briefings
  • Consolidated Reporting
  • Marketing Management
  • Multi-Channel Sales Forecasting
  • Closed-Loop Lead Management
  • Joint Opportunity Management
  • Knowledge Base Access

Generate and Distribute Leads Effectively

Pivotal ePartner lets you close the loop on lead management. Through your ePartner portal, your partners can register their leads within your Pivotal lead management system, and you can automatically route leads collected through your marketing activities to the right channel partner based on skills, territory, or other criteria. This consolidated lead management provides greater insight into partner activity and conversion rates and allows you to integrate partners more seamlessly into your lead-management program and sales force.

Empower Your Partners to Sell More, Faster

Pivotal ePartner lets you instantly and cost-effectively distribute the latest sales and marketing tools, strategies, training materials, and leads across your entire partner network, ensuring your channel partners are equipped with everything they need to succeed. This also aligns them more successfully with your direct sales and service teams' approach and corporate goals, delivering a more consistent customer experience across the globe.

Forecast Sales More Reliably with Greater Channel Insight

Pivotal ePartner lets your partners enter and update opportunity information directly through the online portal, consolidating customer and opportunity information into your Pivotal CRM solution and giving your channel managers better forecasting abilities.

Streamline Service Delivery

Pivotal ePartner ensures fast, consistent, and efficient issue resolution. Partners can place service requests for customers via the portal and track the resolution process.