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Account Management

Make the right move at the right time with diligent account management

Account management is about understanding the full opportunity with a customer or prospect and then maximizing that opportunity with the right approach, team and solution. Some of your salespeople are natural account managers and can easily balance hunting and farming for success. Do you find that others fit somewhere in between? The secret is to create a repeatable process that your entire team can follow.

Pivotal CRM is built so it can be molded to match the account management process that best fits your sales team.

Key Features

  • Microsoft Outlook Integration
  • Microsoft Office Data Interaction
  • Team Selling
  • Quote and Proposal Management
  • Revenue Forecasting
  • Territory Management
  • Mobile Solution
  • Call Scripting
  • Opportunity Management
  • Relationship Management
  • Sales Efficiency Tools
  • Multi-Channel Sales Integration
  • Automated Price Calculations
  • Discount Management
  • Order Management
  • Competitive and Industry Intelligence
  • Expense Management
  • Sales Analytics

Here’s what Account Management can do for your sales team

Make Your Sales Process Your Competitive Edge

Embed proven best practices by making Pivotal CRM your sales activity hub. More importantly, our solution is flexible enough to mirror your company's existing sales process. There's no need to abandon your tried-and-tested processes to fit the technology; Pivotal fits the way you work.

Know Your Customers With a Crystal-Clear View

Pivotal CRM helps teams work together to close deals faster by providing a single place to access and update critical information, track opportunities throughout the sales cycle, and record every related interaction at each stage of the sales process.