Datasheet: Pivotal CRM Capital IQ Adapter

July 17, 2012

A division of Standard & Poor’s, Capital IQ provides deep information on companies, people, industries, and markets worldwide. Over 2,200 firms, including many of the world’s most successful investment banks, hedge funds, and private equity firms, use Capital IQ to draw deep market insights, generate better ideas, leverage relationships, and simplify their workflow. Now, your advisors can access this powerful data from within their CRM system, Pivotal CRM.

The Pivotal CRM Capital IQ Adapter enables capital markets firms to access and use Capital IQ data more conveniently and strategically in their CRM system. Learn how you can:

  • Increase market intelligence with fresh, detailed information about firms, personnel, and relationships, and put it to work within your CRM system
  • Expand reach by importing rich data on over 47,000 public companies, 280,000 private companies, 12,000 private equity firms, and over 1 million contacts from Capital IQ
  • Instantly create strategic lists of companies or contacts
  • Reduce time for company and personnel by 50% by accessing Capital IQ, allowing you to focus on winning new business and closing deals
  • Target efforts more strategically by leveraging a wealth of information about companies and their personnel
  • Reduce training and complexity by incorporating Capital IQ data and your CRM data within a single, familiar program and interface
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