Explore Resources & Downloads
No matter how you prefer to get your information, we want to deliver. Whether you're looking for a quick video overview, a detailed datasheet, or the latest analyst report, we've got it for you.
CRM Solutions: Video Resources
We know that sometimes watching is the easiest way to quickly absorb information you’re looking for, so we encourage you to browse the videos below to see if there are areas of interest to you or your organization.
Pivotal CRM: Built for Your Business
Mobile, Social & the Future of CRM:
Social Revolution: Connecting with Today’s Customer (Salesforce.com)
Salesforce.com Marketing Cloud
Salesforce.com Sales Cloud
Salesforce.com Service Cloud
Salesforce.com Force.com
5 Steps to Building an Effective Sales & Marketing Strategy (Salesforce.com)
CRM Solutions: Document Downloads
If you’re looking for details on a particular solution offering or a specific area of focus for one of the application providers we support, we encourage you to view or download the assets listed below. If there’s any additional documentation we can provide to you, please don’t hesitate to ask!
Tokara Solutions Professional Services
- Tokara’s Professional Services (Data Sheet)
- Tokara’s CRM Solutions (Data Sheet)
- Tokara’s Marketing Automation Solutions (Data Sheet)
- Tokara’s Managed Private Cloud Solutions (Data Sheet)
- Tokara’s Remote Application Management Solutions (Data Sheet)
- Tokara’s Pivotal 6 Upgrade Solutions (Data Sheet)
- Tokara’s SalesChief for Pivotal CRM Users (Data Sheet)
Pivotal CRM
- Pivotal CRM for Capital Markets (Data Sheet)
- Pivotal CRM for Small & Mid-Sized Businesses (Data Sheet)
- Pivotal CRM for Commercial Banking (Data Sheet)
- Pivotal CRM for Private Banking (Data Sheet)
- Pivotal CRM for Institutional Asset Management (Data Sheet)
- Pivotal CRM for Mutual Fund Wholesaling (Data Sheet)
- Pivotal CRM for Manufacturing (Data Sheet)
- Pivotal CRM for Home Building & Real Estate (Data Sheet)
- CRM for Asset Managers (White Paper)
- Financial Services CRM Advantage (White Paper)
Salesforce.com
- Salesforce.com Sales Cloud (Data Sheet)
- Salesforce.com Sales Cloud: Manage Partners (Data Sheet)
- Salesforce.com Service Cloud (Data Sheet)
- Salesforce.com Mobile (Data Sheet)
- The Social-Powered Enterprise (eBook)
- Meet Customers Where They Are (eBook)