Datasheet: Pivotal CRM for Institutional Asset Management

July 17, 2012

To deliver the level of service necessary to develop client loyalty, you first need to align your organization to cultivate—and maintain—strong client relationships. You need your sales marketing and client service functions to be working together with the common goal of building trust with your clients. Pivotal CRM for Institutional Asset Management, starts covering bases immediately by automating activities that commonly involve multiple team members – for example opening new accounts or replying to an RFP.

Importantly, you’ll start to build a window into the complex relationships of influence that sometimes make the difference between a client’s business coming your way or not. Learn how Pivotal CRM for Institutional Asset Management can help you:

  • Improve efficiency and productivity with automated processes and better collaboration
  • Enhance your competitive advantage with more effective resource allocation
  • Accelerate revenue growth through deeper, more profitable client relationships
  • Deliver superior service with a unified view of the client
  • Get strategic insight into client influencers and relationships
  • Leverage best practices and expertise embedded in an industry-leading tool
  • Empower mobile personnel with access to key information and processes wherever and whenever required
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