Powerful Automation for Superior Business Results
Watch the video and browse the links below for details on unique functionality of Pivotal CRM. Be sure to visit the individual feature pages for full descriptions.
Pivotal CRM 6.0 – Automate Everything
Pivotal CRM 6.0 – Feature-Rich Functionality
The features below are just a few of the powerful tools Pivotal CRM 6.0 brings to your business.
Why Partner with Us to Optimize a Pivotal CRM Solution?
Because we ensure your CRM solution delivers optimal business results. Period.
Whether we’re providing Pivotal implementations, Performance Health Check services, customizations, or any of our other services, we know what it takes to work with companies with high levels of product and business process complexity. With an award-winning flexible architecture, Pivotal CRM delivers the industry’s most complete CRM solution and the flexibility to conform to your business.
Tokara Client Testimonials on Pivotal CRM Services
Pivotal CRM 6.0 – the Future of CRM Is Here!
Pivotal CRM 6.0, the next evolution of the Pivotal platform and applications built on the .NET Framework, offers seamless integration with Microsoft Office, Outlook, and Sharepoint, intuitive task-based navigation, and more. From comprehensive out-of-the-box applications to the industry-leading Pivotal customization toolkit, Pivotal CRM 6.0 software puts the ability to cost-effectively adjust and innovate in the user’s hands, giving companies the capability to be customer-centric market leaders, along with the tools to remain at the forefront—today, tomorrow, and in the years ahead.
Pivotal Handheld Mobile CRM
Pivotal Handheld provides mobile access to key information on BlackBerry and Windows Mobile devices, so Pivotal users can access important information when and where they need to, regardless of connectivity. It also accelerates information flow and drives end user adoption by removing road-blocks to keeping important information up-to-date and relevant.
Pivotal CRM 6.0 – Industry-Specific Solutions
Pivotal 6.0 CRM Micro-Vertical Financial Services Solutions
Browse the micro-vertical tabs below for summaries of features/functionality you get when you partner with Tokara Solutions for a Pivotal CRM financial services engagement.
- Institutional Asset Management
- Mutual Fund Wholesaling
- Capital Markets
- Private Banking
- Commercial Banking
- Credit Unions