Pivotal UX Client is designed with mobility in mind featuring a touch-friendly UI with large buttons, easy scrolling and screen layouts optimized for a smaller device. The sales applications delivered with Pivotal, focus on the key tasks that a sales user would do on the road and streamlines the access to these key functions and features. Further, Pivotal’s compatibility with Office 2016, Exchange 2016 and Windows 10 makes it one of the best flexible CRM systems to use.
Pivotal UX Client with enhanced dashboard capabilities provides users with a central location to access key business metrics and drive actionable results. Information is easily available for a sales team to quickly qualify leads, manage their pipeline, and strengthen customer relationships.
Pivotal features Aptean Analytics, powered by QlikView, which enables a sales team to gain new insights within their opportunity pipeline, sales performance, and win/ loss history. High-level insights help define a sales opportunity.
Pivotal offers many search types such as, Quick, Global, Basic and Advanced that help users find information they need easily and quickly. Pivotal allows users to define their own search criteria, build their own search profiles, personalize results and save the search profiles for later use.
Single Sign On (SSO) allows users to sign in just once for all the applications. In case they have logged into another application using ADFS, SSO allows them to sign into Pivotal UX directly through ADFS or Google Apps instead of providing the credentials every time. It provides the users with both the sign in options–through credentials or through ADFS/Google Apps, to choose from.
The UX Client allows users to personalize the information displayed in the Action Center. Users can add pre-defined lists and charts, configure list columns or define their own chart and add the information they wish to include.
If users build new search profiles and want to analyze it further, Pivotal allows them to export it to Excel. Users can either select all the records or few in particular, export them to Excel and open it locally on their devices.
Pivotal eliminates the road block of re-implementing the business logic with a phased upgrade option that enables customers to upgrade the platform to the latest Pivotal releases while continuing to use Rich Client or Windows Client. It also provides the option of upgrading it themselves or have the professional services team assist them.
Mirror the way your team already works
Unlike other CRM solutions, Pivotal was designed from the ground up around the idea that your CRM should reflect and map to the way you do business—not the other way around. Pivotal CRM's extreme flexibility dramatically reduces the time it takes to mirror the way you work in your CRM system, providing you with options for robust end-user configuration as well deep workflow customizations that allow you to create the internal processes and external customer experiences that fit your strategy and vision.
Rich User Experience
UX Designed to
Engage & Delight
Easily and cost-effectively create irresistible end-user experiences—monitor, measure, and manage end-user utilization to optimize business processes.
Actionable Insights =
Achieve greater insight into customers and their business activities as Pivotal streamlines data into a centralized database—analytics are powered by QlikView.
Ease of Integration
Reduce cost and complexity integrating Pivotal with your back-office systems with flexible architecture that ensures efficient, streamlined, seamless collaboration.
Low Cost Flexibility
for Optimal ROI
Tailor workflow with a click—Pivotal’s Microsoft foundation enables easy modifications to user interface, business process, and data models for higher ROI.
CRM Tailor Made
for Your Sector
Experience industry-tailored applications developed using in-depth knowledge of Financial Services, Home Building, Manufacturing, and Healthcare industries.
Built Strong &
Experience the efficiency and productivity that come with pre-integrated Pivotal solutions, seamlessly connected with Microsoft Office® and SharePoint®.
”I can’t say enough good things about Tokara’s engineers, businesses analysts–really all of their technical resources [on this Pivotal CRM engagement]. Especially for a project of this magnitude, things could not have gone more smoothly–they did excellent work.Chief Technology OfficerGlobal Pharmaceutical Manufacturer
Tokara's Pivotal CRM Resources & Downloads
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”We were looking for a top-tier professional services partner who was really committed to the long-term relationship, and we couldn’t have made a better choice. As they transitioned us from Pivotal CMS to Pivotal PCM, most users didn’t even notice a hiccup in performance–and any issues that did emerge were immediately resolved by the Tokara team.Chief Technology OfficerGlobal Pharmaceutical Manufacturer