Support Login
Customer Portal
Contact Us
We Are Here To Help

Relationship Management

Understand the full value of each relationship with a 360 degree view

At the heart of your long-term business success are your customer relationships. Customer expectations for their relationship with you have increased as new channels have risen: email, social networks, contact centers and third-parties all supplement the traditional salesperson.

With Pivotal CRM, we give you the ability to unify all of these channels into a single solution—helping you understand the full relationship you have with customers and prospects. From your customer service department and partners to your marketers and back-office staff, every touch point has the ability to provide insight through your CRM system. A Microsoft-style interface and integration to Microsoft Office make it easy to log information from communications via email. With every customer touch point on the same page, you’re that much better prepared to close a deal or further an existing customer relationship.

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 Relationship Management can do for you

Make the Relationship-Building Job Easier

Microsoft® Outlook® and SharePoint® are embedded right in the CRM system, eliminating integration complexity and making your CRM system the one-stop-shop for users’ daily activities.

Go to Your Customer—& Take CRM With You.

Empower your sales reps to access, update, add, and apply prospect, opportunity, and customer data while on the go—where and when the data is fresh to keep relationships moving forward.