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Pivotal Social CRM Application

The Web has gone social, and there's no turning back. Social networks and social media have revolutionized communication channels and transformed traditional one-way business-to-customer and business-to-business interactions into a complex net of many-to-many conversations. While businesses are increasingly catching on to the game-changing impact and unprecedented potential insight of social sites such as Twitter, Facebook, and LinkedIn, most are still struggling to cut through the social media din to find the business value and to understand how to apply and manage social media insights in a practical manner. Luckily, there is now a solution: Pivotal Social CRM.

Pivotal Social CRM brings the power of the social Web into your business where it is most relevant and valuable: within your Pivotal CRM system. An application module built for the Pivotal CRM 6 and Pivotal CRM for Financial Services 6 platforms, Pivotal Social CRM integrates the most popular and ubiquitous social media tools—Facebook, LinkedIn, Twitter, InsideView, and Google BlogSearch—with your users' daily activity hub, Pivotal CRM. Not only does it enable you to bring the deep insight and business intelligence derived from those social media sites into your customer and prospect database, but it is designed to incorporate social media elements into the natural daily workflows of your sales, marketing, and service teams.

Pivotal Social CRM embeds functionality into your existing Pivotal CRM 6 system that enables your users to easily use Twitter, LinkedIn, Facebook, and InsideView for useful activities such as finding relationships, managing events, finding leads, and more, uncovering the practical business value of social media channels.

Pivotal Social CRM

Social Media Integration with Facebook, Twitter, LinkedIn, InsideView, and Google BlogSearch Account Linking Activity Viewing Aggregate Views Social Media Searches

Social Media Monitoring  Social Media Communication CRM Actions Facebook Event Management Social Media Activity Tracking Relationship Tracking

Streamline Public Communication

More channels often mean more work—but not with Pivotal Social CRM. Pivotal Social CRM enables you to broadcast marketing messages and corporate announcements to your CRM contacts and social network base in a single step. You can easily expand your social networking presence by inviting customers, prospects, employees, and anyone else in your Pivotal CRM database to connect through your social networking accounts.

Gain In-Depth Sales Insight

Sales intelligence is taken to the next level with Pivotal Social CRM. You know that prospects are out there asking for advice on products and services, but finding the ones that are relevant to your business can be time-consuming work. With Pivotal Social CRM, you can identify prospects and find out what they're saying and to whom, then take immediate action within the CRM system, assigning tasks and follow-up as appropriate. You can also gain insight into deal influencers by seeing who your customers and prospects know and how they interact with each other. Identifying "who knows who" can help your sales force pinpoint connections that can give them access to target prospects and decision-makers. Monitoring social media discussions and updates can help uncover potential revenue opportunities and provide intelligence on sales deals.

Coordinate Multi-channel Marketing with Ease

Pivotal Social CRM enables you to broadcast marketing messages to all supported media in one click, dramatically reducing the time and effort required to coordinate messages across
these multiple channels. You can also easily manage online and in-person marketing events on Facebook from within the CRM system. Use Pivotal Social CRM to track the effectiveness of your social media campaigns and initiate CRM actions such as lead entry in response to social media responses.

Open Up a New Customer Service Channel

It's no secret that in the age of social media, what might once have been fairly private customer service issues or complaints have the potential to become very public ones. Pivotal Social CRM enables you to keep your ear to the ground and monitor popular social media sites for reports of customer issues or questions about your products and services, providing the opportunity to respond and react in a timely manner to ensure customer satisfaction. Pivotal Social CRM lets you easily capture support incidents from any social media update and assign them for prompt follow-up. You can also use Pivotal Social CRM to leverage social media for service and technical broadcasts and communicate with your customers via social media for service and support.