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Pivotal CRM Review

Pivotal CRM
Our score: 8.0 User satisfaction: 100%
Logo of Pivotal CRM

What is Pivotal CRM?

Pivotal CRM is a fully featured cloud-hosted CRM designed to integrate, streamline and automate service and support requests with sales opportunities like upselling and cross-selling. It helps sales reps to leverage the most ROI off their prospects, while giving managers visibility across their team’s activities and deals and tools for accurate sales forecasting.

The software suits business of any size looking for marketing, salesforce and service automation. The vendor also provides full management service and hosting for on-premise setup.

Pivotal CRM is designed on Microsoft .NET architecture and hosted on Amazon Services. It is configurable to the business processes of various industries like manufacturing, service & support, finance & administration and supply chain.

Among others, Pivotal CRM fast tracks your sales cycle and increases the potential for repeat sales for more revenues. It also empowers sales teams to follow the most viable and leads and realize for themselves better results, boosting their work morale. From the customer’s perspective, queries or concerns are immediately addressed by your reps and product and services are better matched with customer needs, leading to higher customer satisfaction rating.

A separate Pivotal CRM Services, a suite of online technical resources, training and consulting as pre- and post-implementation support to ensure the system is customized to your specific processes. The service also provides training to ensure user adoption and assess the overall system efficiency to your organization on a regular basis.

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Overview of Pivotal CRM Benefits

Pivotal CRM shortens your sales cycle, allowing you to meet targets faster. With automated processes that allows for picking the most viable leads, a small sales team can concentrate on quality prospects and optimize its resources, leading to higher conversion rates.

Likewise, once individual targets are being met, employee morale is reinforced and, overall, the company becomes even more competitive and profitable. Sales reps can focus on creating more quality deals instead of being bogged down by false leads and admin tasks. With mobile access, reps can also access customer data anywhere and from any internet-enabled device.

Pivotal CRM also makes it easy to personalize your sales strategy. It unearths customer needs, interests and concerns, allowing your reps to address them with pinpoint accuracy.

For the B2B industry, the system helps you build closer and long-term relationship with clients leveraging transparency, accuracy and actionable insights.  

A derivative benefit with Pivotal CRM is that it is part of the Aptean suite of CRM solutions. Should you need to scale or add more functionalities, it is easy to natively integrate Pivotal CRM. Aptean also offers an extensive knowledge management system and IT helpdesk, plus its acquired Onyx CRM software.

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Overview of Pivotal CRM Features

  • Sales Force Automation
  • Marketing Automation
  • Service Automation
  • Partner Automation
  • Mobile CRM

Pivotal CRM Position In Our Categories

Bearing in mind businesses have specific business-related needs, it is practical they abstain from buying an all-encompassing, “perfect” software product. Just the same, it would be almost impossible to come across such an app even among sought-after software systems. The better thing to undertake is to write the varied chief aspects that call for a examination like key features, pricing, skill ability of the users, company size, etc. Then, you must follow through your product research exhaustively. Browse over some of these Pivotal CRM reviews and scrutinize the other software solutions in your list more closely. Such well-rounded product research guarantee you weed out ill-fitting applications and subscribe to the system that includes all the features your company requires.

Position of Pivotal CRM in our main categories:

TOP 500

Pivotal CRM is one of the top 500 CRM Software products

If you are interested in Pivotal CRM it may also be beneficial to investigate other subcategories of CRM Software gathered in our database of SaaS software reviews.

It is important to note that hardly any service in the CRM Software category is an ideal solution that can meet all the needs of all company types, sizes and industries. It may be a good idea to read a few Pivotal CRM CRM Software reviews first as certain software might perform well just in a very small group of applications or be created with a really specific type of industry in mind. Others might operate with an idea of being easy and intuitive and consequently lack complicated features needed by more experienced users. You can also find software that support a large group of users and provide a powerful feature set, but that frequently comes at a more expensive price of such a service. Make sure you're aware of your requirements so that you get a solution that provides all the features you search for.

How Much Does Pivotal CRM Cost?

Pivotal CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Pivotal CRM pricing details?

Pivotal CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Pivotal CRM pricing is available by quote only. Contact the vendor.

User Satisfaction

Positive Social Media Mentions 3
Negative Social Media Mentions 0

We are aware that when you decide to get a CRM Software it’s vital not only to see how professionals rank it in their reviews, but also to discover whether the real clients and businesses that purchased these solutions are genuinely satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Pivotal CRM reviews across a vast array of social media sites. The information is then presented in a simple to digest way showing how many people had positive and negative experience with Pivotal CRM. With that information at your disposal you should be ready to make an informed purchasing decision that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English
  • Dutch
  • Polish
  • Swedish

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Pivotal CRM?

Pivotal CRM integrates with the following:

  • Siebel
  • Amdocs/Clarify
  • SAP
  • Salesforce.com
  • Remedy
  • Onyx
  • Amazon Web Services
  • Qlikview Analytics

Likewise, Pivotal CRM has an extensive API library that can be configured to integrate with almost any CRM system to streamline setup costs. The API also allows for integration of the CRM’s user details, case background, process linkage, email response synchronization, SSO and other standard CRM data fields.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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