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Service Automation

Deliver more responsive, thoughtful customer service—and have more fun doing it

Outstanding service is the foundation of a winning customer experience. Efficient, effective customer service can turn this traditional cost center into a profit center for your organization.

Our service solution is a complete service automation system that helps you capture, manage, and quickly resolve customer service and support requests, without losing sight of up-selling and cross-selling opportunities.

Flexible Pivotal CRM technology enables you to rapidly and cost-effectively implement a system that automates even complex, unique service processes. Give your service team the ability to resolve customer inquiries in a personalized, but repeatable manner that accelerates incident resolution and improves customer satisfaction.

Pivotal CRM Service Automation Solutions

Social CRM

Seamlessly integrate this exciting new channel into your service process.

Call Scripting

Ensure consistency in your customer interactions with built in script authoring and execution tools.

Customer Portal

Reduce costs while increasing customer satisfaction with the power of a 24X7 online self-service website.


Increase first-contact resolutions by giving your CSRs a searchable knowledgebase of customer interaction data.

Visual Workflow

Speed interactions and decrease training time with an intuitive visual workflow that guides CSRs to a faster, better customer resolution.

Dashboards & Reporting

Quickly and easily understand trends in team productivity and customer feedback with powerful, built in reporting features.