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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

Knowing that businesses have unique business-related wants, it is practical that they abstain from settling on a one-size-fits-all, “perfect” business program. Having said that, it is nearly futile to find such a software system even among recognizable software solutions. The rational step to do should be to narrow down the various vital aspects which demand investigation like essential features, pricing, skill levels of staff, company size, etc. After which, you should do the research exhaustively. Go over some of these Pivotal CRM evaluations and scrutinize the other software solutions in your shortlist more closely. Such comprehensive product investigation guarantees you circumvent ill-fitting software solutions and choose the system which provides all the tools 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 considering Pivotal CRM it could also be sensible to check out other subcategories of CRM Software listed in our base of B2B software reviews.

Each organization has different needs and needs an application that can be personalized for their size, kind of staff members and buyers, and the specific industry they are in. For these reasons, no software can offer perfect features out-of-the-box. When you look for a software system, first be sure what you want it for. Read some Pivotal CRM CRM Software reviews and ask yourself do you want basic functionality or do you require advanced features? Are there any industry-specific tools that you are seeking? Get the answers to these questions to help your search. There are plenty of aspects that you need to consider and these include your finances, specific business needs, your company size, integration needs etc. Take your time, use a few free trials, and finally select the app that presents all that you want to enhance your firm effectiveness and productivity.

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 realize that when you choose to get a CRM Software it’s crucial not only to learn how professionals score it in their reviews, but also to discover if the real users and businesses that bought this software are genuinely content with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Pivotal CRM reviews across a broad range of social media sites. The information is then featured in a simple to digest form revealing how many users had positive and negative experience with Pivotal CRM. With that information at hand 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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