Pivotal CRM Peak
Performance Health Checks

Prepare to achieve the business results you need.
Fine tune your Pivotal CRM system to speed performance,
boost productivity, and dramatically strengthen ROI.

Peak Performance
Health Check Basics

For clients who have already invested in Pivotal as a CRM powerhouse, it’s just good business sense to make sure your systems are operating at peak performance—not because it’s an interesting statistic, but because it affects the behaviors and success of every team member using those systems.

Peak performance efficiency means productive individuals and teams, which generally equates to profitable operations. You’ve already made the investment in your technology—make sure it’s providing you the highest possible return.

All about

One of the key components of Pivotal Performance Health Check services is optimization of your technologies. Our technical experts perform regular maintenance checks and fine tuning of your system to make sure you’re taking full advantage of all of your system’s capabilities, as well as making sure everything is running as efficiently as possible.

Low Risk,
No Surprises

Along with all these benefits to your business, our Pivotal CRM consulting services provide the added bonus of making this a low-risk, fixed-fee service. We tell you the scope and cost of the project and ensure there are no hidden or unexpected costs. And the best part is you can expect to see real, tangible results almost immediately.

A Critical Consideration—
User Adoption

Best performed every two years or so, our clients consistently tell us that the Pivotal Performance Health Check is the key to ongoing user experience, and (by extension) user adoption. It makes perfect sense — if a system is too slow in critical areas of functionality, internal teams develop workarounds or worse, just stop using the system entirely, regardless of how powerful that system might actually be or how much investment has been made in the technology.

Why You Should Care

What this effectively means is that the system optimization that results from having periodic health checks is about much more than improved statistics around performance for a system administrator. This optimization actually ensures that the whole team sees real day-to-day speed, efficiency, and enhancements in productivity.

So from sales to services to marketing — more is being done — faster and more easily. Business goals are being achieved as a result of a tangibly enhanced user experience, users are happy and satisfied, adoption is maximized, and the business’ return on its technology investment is guaranteed. Best of all, it really is that easy to accomplish.

Three Areas of Focus

The Pivotal Performance Health Check has three primary areas of focus. First, we work to prevent problems within your system before they hinder the performance of your business. Second, we’re able to optimize your system’s performance once it’s up and running, and finally, our regular maintenance enables clients to seamlessly adapt to market changes and changes in their business environments.

Not only do these services boost the performance of your business, they can also reduce your total cost of ownership. And best of all, the complete analysis of your system and recommendations for how to proceed are completed in just five days.

Infrastructure Review

Our infrastructure review of your Pivotal system looks at all essential features, including your servers, network, and clients, along with your system’s configuration settings, performance, and operating procedures.

This review and subsequent optimization ensure that you benefit from the full investment you’ve made in your Pivotal system by providing troubleshooting, identification of risk areas, investigations into any problem areas, and detailed recommendations for how to improve your system. We’ll also provide education services and diagnostic tools for your team to conduct their own follow-up performance testing and analysis after we’re no longer on site.

Tokara Consultants

Whether you’re looking to take advantage of new features offered on the latest platform or to move up from an old software version to stay current with support, it’s time to consider how new technology can better deliver the results you need. Our experienced upgrade team will ensure the process is both simple and painless for you.

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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.

"Companies in the early stages of digital transformation demonstrate—almost without exception—talent gaps that will need to be filled using appropriately-skilled contingent workers, contractors, or consultants to effectively move them forward ... as they work in parallel to develop talent from within."

—MIT Sloan School of Management, "Moving Digital Transformation Forward"

There’s no question the Tokara team has solid expertise in Pivotal CRM–but the added component that makes working with them entirely different is that their expertise comes with a commitment to partner in whatever way is best for that client.

Ginelle DavidsonMIS Director, Kantar Retail

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

At Tokara, our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your CRM project might entail, we're certain we have seasoned professionals to guide you to the results you need.


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Average Years
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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)

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

Can you afford to wait?

Schedule your Pivotal Peak Performance Health Check today.