Small & Mid-Sized Business

Big company CRM features in a solution made for businesses just like yours

As your business has grown, so have your requirements for winning new customers and delivering high-quality customer service experience to your current customers. You've outgrown the spreadsheets, hunting for customer information and manual, time-consuming processes. In short, you are ready for a comprehensive CRM solution. But, who has the time and resources to spend on a CRM solution made for a massive multi-national organization?  At the same time, why should you settle for a shrink-wrap CRM package with limited features?  After all, you have to compete with multi-national organizations.

Pivotal CRM for Small and Mid-Sized Business is designed to offer you all the powerful features of Pivotal CRM in a solution that can be implemented quickly and works with what you already have on-hand. Based on proven Microsoft technology, it gives you full marketing, sales and customer service automation—everything you need to attract, win and satisfy customers. Best of all, it's easy to use because the tools you use every day—like Outlook and SharePoint—are built right in.

Key Features

  • Sales Force Automation
  • Mobile CRM
  • Customer Service
  • Email Marketing
  • Power Searches
  • Lead Management
  • Familiar Microsoft-Like Interface
  • Outlook Integration
  • Social CRM
  • Territory Management
  • Opportunity Management
  • Partner Management
  • Service Tracking
  • Document Management
  • Analytics
  • Reporting

Here's what Pivotal CRM for Small and Mid-Sized Business can do for you

Drive Revenues

Create high-impact, low-cost marketing campaigns, manage leads and take advantage of sales force automation workflows to lower the administrative burden for sales people. Spend more time selling and win more business.

Centralize Customer Information

Drive collaboration within your customer-facing team by giving salespeople, marketers and customer service representatives a single, universally-accessible repository for all customer and prospect information.

Create Repeatable Processes

Automate time-consuming processes and create repeatable workflows that ensure you are capitalizing on learnings gleaned from successful sales strategies while delivering a consistent customer service experience.

Make it Your Own

Mirror the way you work with your CRM solution. Every link, label, section or report can be quickly set up to match your processes. Each user can configure their own dashboard that shows only the information that is relevant them, in their role.