Customer-driven CRM makes it easy to connect the dots.

Attracting and retaining customers is what business is all about, and today, you need technology to underpin your strategy. Our approach to CRM is to give you powerful features out-of-the-box, yet retain flexibility so you can truly make them yours.

Increasing Advisor Productivity & Effectiveness with Smarter CRM

In this webcast, TowerGroup analyst Peter Delano provides actionable insight on CRM strategies to help you build client engagement and optimize business performance.

CDC CRM

CRM Galaxy User Conference May 14-16 2012

The convergence of ideas, technology, and stories to inspire you. Join your peers & the Pivotal & Saratoga CRM team for two jam-packed days of education, user case studies, and interactive product sessions.

Customer Service goes social.

This new Pivotal 6 module helps you deliver exceptional customer service and streamline your service request process. Quickly create service tickets from Outlook email or social media, easily search for similar support tickets, and much more.

Learn more

CDC Pivotal CRM
on Twitter

The CRM solution users love.

The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions.


Learn More

CRM built for sales.

For salespeople to use a CRM solution, it needs to deliver value—every time they log in. It needs to work the way they work, give them the tools to eliminate down-time and help them make money.

Our sales force automation solutions are built to embrace this reality. They’re mobile, they’re integrated with marketing and customer service and they flex to support a salesperson managing their day.


Learn More

Delight the sales team. Achieve your targets.

When it comes to marketing solutions, there are lots of features and benefits out there, but do they help you help you achieve your goals?

CDC marketing solutions are made for marketers. They give you powerful, time-saving features and a user experience that matches the way you work. To you, this means delighting the sales team and easily demonstrating measurable returns.


Learn More

Responsive, knowledgeable and profitable customer service.

No two customer service departments are the same. That’s why our customer service and support solutions are designed to give you the tools you need today and the flexibility to create your own processes as you go. With a system that fits, you can capture, manage, and resolve customer service and support requests quickly, while never losing sight of up-selling and cross-selling opportunities.


Learn More

Give them CRM today and “their CRM” tomorrow.

Every department wants something different from the CRM system. Some need mobility, others an intuitive workflow for entering customer data. Everyone wants it to work the way they work. They all look to you to deliver.

Our CRM solutions are your friend. You can deploy a full sales, marketing and service suite quickly. And, because our applications and platform are flexible, you have the tools to create custom workflows and interfaces that perfectly fit the requirements coming from your CRM users. Truly the best of both worlds for IT.


Learn More