Pivotal CRM for Manufacturing

Master innovation in an 'industrial age' of connection, personalization,
and irresistable 1:1 customer experiences—manufactured en masse.

Coded & Designed
with Manufacturing in Mind

Whether you're a discrete or process manufacturer, today's demand-driven business model requires both deep integration and streamlining of sales, marketing, and service processes to achieve the extraordinary degree of customer-centricity needed to avoid being disrupted in the marketplace.

Built to Take
Competitive Advantage

Today's unprecedented levels of competition demand strong and streamlined connection at every level of your business simply to survive—making CRM and related 'people-first' technologies the 'go-to' tools to drive customer engagement and long-term revenue growth.

Delivering the Right Tools

With an award-winning architecture designed to maximize flexibility and mobility, Pivotal is an industry-leading CRM solution built to conform to the complex needs of manufacturers, and delivering key features that include:

  • Relationship management & customer analytics
  • Role-based dashboards
  • Demand forecasting
  • Marketing automation
  • Customer communication
  • Product tracking
  • Quote & contract management
  • Customer service tracking & management
  • Relationship trees
  • Discount management
  • Order capture
  • Microsoft Office integration

Drive Connection,
Fuel Sales & Revenue

With the ability to capture, analyze, and act on customer intelligence, you can aggregate and review information across the business, gathering insight to guide effective decision-making and more easily adapt to your changing market. With an industry-tailored client relationship management system, you can manage customer relationships and sales with one integrated system.

Pivotal CRM for Manufacturing is an industry-specific solution that meets your complex needs and helps you to integrate and manage your entire business while dramatically boosting your competitive advantage.

Maximize Salesforce Effectiveness

Win more business with enhanced account and role-based assignments. Spend less time on manual processes and lighten the administrative load for sales people.

Shorten Sales Cycles

Tap into the most influential contacts in each organization using power-based selling tools and follow up with them at the right time.

Boost Win Rates

Gain market share by encouraging sales reps to leverage their social networks and enable them to easily track online networking activities.

Reduce Administrative Overhead

Spend less time on paperwork and more time face-to-face with customers thanks to improved information organization and access.

Protect & Grow Revenue

Protect margins and maximize revenue-generating opportunities with accurate quote and order creation, discount management, and contract and volume commitment tracking.

Transform Cost Centers to Revenue Generators

Generate additional revenues from customer relationships with closed-loop processes that support and extend valued services to customers.

Pivotal CRM
for Financial Services

Dashboards designed for private banking and wealth management analyze clients and your activities with them—and they’re just the beginning of this industry-tailored solution.

Pivotal CRM
for Homebuilding

Capabilities tailored to homebuilders and real estate professionals seamlessly manage customers from the initial prospect stage to sales, post-sale services, and future sales.

Pivotal CRM
for Manufacturing

Capture, analyze, and act on enterprise-wide data and insights—increase customer engagement and responsiveness while making smarter, faster, better business decisions.

Pivotal CRM
for SMBs

Custom, cost-effective CRM solutions optimize existing investments while delivering ‘big company’ marketing and service capabilities—within budget and on time.

All the Power of Pivotal UX—
Packaged to Fit in Your Pocket

Fully optimized for mobile users, Pivotal UX brings all the CRM power you rely on directly to your fingertips for true 'anywhere, anytime' access to the data you need. Scroll the images to the right to see for yourself.

CRM Expertise

Our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your project entails, we can deliver the results you need.

Average Years in CRM Consulting
Number of CRM Implementations
Our Client Service Rating
Average Years in Tech Consulting

Tokara Solutions provides us with critical technical and developmental support for our Pivotal implementation at Phoenix Contact. John Hodgson and Steve Benson have been trusted partners since our initial go-live and continue to provide effective and appropriate solutions for our evolving CRM needs.

Bob TarmanBusiness Systems Manager

Tokara's Pivotal CRM Resources & Downloads

(Click any thumbnail to view and access download options.)

Pivotal CRM Connector for Marketo (Tokara Solutions, Brochure)
Pivotal CRM Upgrade for Leading Pharma Manufacturer Highlights Expertise, Partnership (Tokara Solutions, Testimonial Datasheet)
Innovative Approach to Pivotal CRM Project Speeds Implementation, Reduces Downtime for Leading Pharma Manufacturer (Tokara Solutions, Testimonial Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.