Pivotal CRM

Pivotal EMS and Microsoft Office 365 Pose Challenge for Tokara Client

By September 30, 2014October 6th, 2019No Comments

Tokara Solves Aptean EMS and Microsoft Office 365 Integration Challenge

At Tokara Solutions, we know it’s not just our expertise that gives the company the reputation we have, but our genuine commitment to the customer and to delivering the business results the customer needs. We’re well versed in going the extra mile to design custom solutions tailored to our clients’ unique and specific business needs and crafted to work within the parameters of their internal processes.

Recently, we had the opportunity to develop a personalized CRM integration approach for a client in the pharmaceutical industry that highlights the commitment and ingenuity of our engineering and development team, as well as the emphasis we place on developing strong partnerships that continue past project completion.

With a robust Pivotal 6.0 CRM platform already in place, and a recent migration to Microsoft Office 365 suite of software and services, the client wanted to deploy the Email Management Services (EMS) program by Pivotal CRM parent company Aptean. From organizing complex inboxes to developing customized e-mail response campaigns, Pivotal EMS was determined to be a powerful management solution driven by cleaner, more direct communication than alternative software programs could offer.

While integrating disparate technologies such as these is not a new undertaking for the Tokara team, this instance was complicated by a significant and apparently insurmountable challenge — Pivotal EMS and Microsoft Office 365 were not compatible. Although Aptean was reported to be working on a release that would allow integration of the two solutions, the roadmap and timeline for delivery were unclear, making the ‘wait and see’ option untenable for the pharmaceutical company.

So with a seemingly unsolvable issue at hand, they looked to Tokara to provide a short-term solution that would sustain them so they could quickly and seamlessly roll out their EMS program, integrating it into their existing CRM application for maximum added functionality.

Tune in next week to find out how the technical knowledge and ingenuity of Tokara team members merges with a demonstrated commitment to partnership in an unexpected and innovative solution that ensures the client sees the needed results, as we at Tokara have relationships that continue to flourish and grow as technology progresses and business objectives change.

In the meantime, if you’d like greater detail on the performance benefits Tokara clients are seeing from our technical expertise and partnerships, we’d love to speak to you. To learn more about how our seasoned 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.