CRM Software Products

Pivotal CRM 6.0: CRM Your Users Will Love

Ask any CRM expert what really makes or breaks a CRM implementation, and you'll get the same answer: user adoption. Many a company has invested time, money, and passion into deploying the perfect CRM system, only to find that it's worth very little if users aren't using it.

CRM value ultimately derives from usage: for CRM to give true business insight, it needs to be used enterprise-wide. The companies that have the greatest success with CRM are those for which CRM becomes an indispensible daily tool, the hub of activity across customer-facing departments. For these companies, CRM isn't something you have to compel users to use—it's something users swear they couldn't function without.

We understand this, and it's why we're so proud to introduce Pivotal CRM 6.0, a CRM solution your users will love.

Built on the innovative Microsoft .NET platform, Pivotal CRM 6.0 introduces a new Smart Client that combines the best of "thick" and "thin" client architectures. Its use of Microsoft's ClickOnce deployment technology makes it easy to implement and update. But most importantly, it offers features your users will love: an intuitive interface, deep integration with the Microsoft tools they use every day, and the ability to tailor and personalize the solution to match unique business processes and individual user needs.

Familiar Interface: Minimize the Learning Curve

The Pivotal CRM 6.0 interface and navigation is designed to closely mirror the Microsoft® interface your users are already familiar with. Finding their way around and learning to use the tools is therefore fast, intuitive, and comfortable, cutting down on training time and costs.

Familiar Interface

Task-Based Navigation: Get There Faster

 

Full-featured CRM is important, but too many bells and whistles can make any system overwhelming and challenging to navigate. Pivotal CRM 6.0's task-based navigation makes it easy to beeline straight for the features that are relevant to your role.

Task-Based Navigation

Integrated Tools: Create a True Hub

 

Pivotal CRM 6.0 comes pre-integrated with the tools your employees use every day: Microsoft® Outlook®, SharePoint, ® and the Office suite. This allows users to move seamlessly between systems, eliminating cumbersome application switching and increasing productivity. Users enjoy the ability to use familiar tools while leveraging the rich data in Pivotal CRM.

Integrated Tools

Embedded Processes: Mirror Your Workflows

 

With generic out-of-the-box CRM, companies often need to create workarounds to get the system to fit their processes, or worse, adapt their way of doing business to fit the software. With the flexibility of Pivotal CRM, you can deploy a system that reflects your unique workflows, standards, and data models, embedding your company's processes right there in the system and giving users a solution that works the way they do.

Embedded Processes

Personalization: Make It Your Own

 

Pivotal CRM 6.0's flexibility doesn't end at the administrative level; it's designed to give end users the ultimate flexibility as well. Users can configure their dashboard to show the information that is most relevant to them—their key contacts, tasks, leads, calendar items, and more. The flexible SharePoint Web Parts structure allows a virtually limitless variety of components to be integrated into the user dashboard, including third-party applications and data feeds. This makes Pivotal CRM the user's primary destination for all the information they need.

Personalization