The Power & Flexibility of Pivotal CRM

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.

Shorten the sales cycle and improve close ratios by making your sales process one of your strongest competitive differentiators.

Increase response rates and lead quality dramatically by conducting highly targeted campaigns that capture in-depth prospect and customer data at every point of interaction.

Accelerate incident resolution and improve customer satisfaction by implementing efficient, repeatable customer service processes.

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.

Collaborate more effectively with your partner channels by extending your knowledge and sales processes to them.

Make better-informed business decisions faster with customer-data analysis.

Harness the power of social networks where they have the most business impact: within your CRM system.

Increase the productivity and effectiveness of your field and mobile users, whether they’re working online or disconnected.

Why Partner with Us to Optimize a Pivotal CRM Solution?

Because we ensure your CRM solution delivers optimal business results. Period.
We know what it takes to work with companies with high levels of product and business process complexity. Based on an award-winning flexible architecture, Pivotal CRM software delivers the industry’s most complete customer relationship management solution out of the box and the flexibility to conform to your way of doing business.

Pivotal CRM 6.0 – the Future of CRM Is Here!

Experience the next generation of CRM! 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 much 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. Pivotal software not only gives companies the capability to be customer-centric market leaders, it also gives them 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

Get value sooner with solutions tailored to your industry needs.

Whether you’re in Capital Markets, Commercial Banking, Credit Unions, Institutional Asset Management, Mututal Fund Wholesaling, or Private Banking/Wealth Management, the Tokara Solutions team is perfectly suited to partner with you to ensure your Pivotal CRM 6.0 system operates flawlessly, delivering the business results financial service providers demand. Click for details.

As Home Building and Real Estate businesses begin to recover from the challenges of the past five years, most are recognizing that their customers are their most valuable asset to sustain and increase growth. Pivotal CRM 6.0 enables them to make customers for life with its industry-specific sales and marketing solution. Click for details.

Today’s leading manufacturers are making the transition to a demand-driven business model by integrating sales, marketing, and service processes to become more customer-centric. Pivotal CRM 6.0 enables them to manage all their customer relationships and sales with a single, integrated system. Click for details.

If you’re a Small to Mid-Sized Business, you know that your requirements for winning new customers and delivering high-quality customer service have grown along with your business. You’ve outgrown spreadsheets, hunting for customer information in disparate locations, and other manual, time-consuming processes. You are ready for a comprehensive CRM solution that gives you “big company” features designed specifically for your size business. Click for details.

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.

Pivotal CRM for Institutional Asset Management offers industry-specific functionality that enables you to develop deep insight into client needs, preferences, and influencers, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. The solution mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. Click for details.

Pivotal CRM for Mutual Fund Wholesaling is an industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity. The solution enables you to increase efficiencies and productivity, leading to greater overall profitability. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. Click for details.

Pivotal CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of your firm. The solution offers industry-specific functionality that enables investment bankers to better manage client opportunities and relationship. Pivotal CRM for Capital Markets mirrors the business processes and data models used by firms like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, you can accelerate return on investment and lower your total cost of ownership. Click for details.

Pivotal CRM for Private Banking & Wealth Management helps you streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base. It’s an industry-specific solution that helps you develop deeper understanding of your clients’ needs, households, preferences, and influencers, accompanied by tools that automate multi-step processes, track performance, and improve collaboration to increase client satisfaction. Click for details.

Pivotal CRM for Commercial Banking is an industry-specific solution that enables you to develop deep insight into your clients’ needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. Our CRM solution mirrors the business processes and data models commonly used by commercial banks like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored system, you are well positioned to delight clients with the personalized service that makes banking with you a natural choice. Click for details.

Pivotal CRM for Credit Unions enables you to automate time-consuming activities while implementing a consistent set of processes that increase member acquisition, reduce churn, maximize share of wallet, and help deliver a member experience that is noticeably better and more personalized than competing financial institutions. Click for details.