CRM ConsultingPivotal CRM

Account Management in Pivotal CRM Sales Force Automation

By June 11, 2014March 6th, 2015No Comments

For Pivotal CRM users who require maximum visibility and robust, flexible account management capabilities in their businesses, today’s post dives into just what you get with Pivotal CRM Sales Force Automation.

As the leading Pivotal CRM partners in North America, the team at Tokara Solutions knows how powerful Pivotal CRM is in delivering sales and marketing results for our clients. But we also find that often our clients may be less familiar with some of the other capabilities that might also prove valuable to their businesses. To that end, this week’s post examines some of the aspects of Pivotal’s Account Management capability that users may want to know more about.

Integrated seamlessly with your Pivotal CRM system, the Account Management component of Pivotal Sales Force Automation provides exceptional visibility into critical account data and is easily configured to fit your organization’s existing sales model. This flexibility means you don’t have to abandon trusted and proven best practices, or spend essential time re-learning new techniques or processes. Depending on your preferences, Account Management not only integrates with Microsoft’s Outlook and Office suite, but also provides fundamental resources for day-to-day requirements such as quote and proposal development, call scripting, automated price calculations, and discount management. Account Management also enables multi-channel sales integration and takes advantage of mobile sales technology to expand your team’s reach and range of connection.

While Pivotal’s Account Management capability provides a single, centralized place to store and update sales information, it’s also sufficiently tiered to support and record every interaction your team has at every stage in the sales process, allowing them to track opportunities throughout the sales cycle in as granular a fashion as they require. The result is a team that operates using streamlined, repeatable processes that save both time and money by enabling focus to remain on recruiting, nurturing, and retaining new clients rather than sorting through disparate information and trying to cobble together new, unfamiliar sales strategies.

These capabilities and more in Pivotal Account Management ensure your salesteam is operating as a smooth-running machine, at peak efficiency and seamlessly connected to every piece of data they require to work more productively, shortening the sales cycle and adding results to your bottom line. With its crystal-clear view of customer data and account management activities, you’ve strengthened your team’s competitive edge and provided a straightforward means to close deals faster, and with greater efficiency.

If you’d like greater detail on the performance benefits Pivotal CRM users are seeing from Pivotal Sales Force Automation and Account Management in particular, we’d love to speak to you. In the meantime, to learn more about how our seasoned Pivotal CRM consultants can deliver this functionality to your business, please contact any member of our consulting team at [email protected]. We also encourage you to contact Tokara’s VP of Business Development, Mark Fillingim, directly at +1 972-719-0213.