Pivotal UX CRM
Readiness Assessments

Ensure your systems and teams are ready
to fully leverage this powerful, flexible,
mobile-optimized Pivotal UX upgrade.

Facilitate Collaboration
across Devices

Your teams are on the go, and that’s a good thing. From meeting prospects to closing deals, mobility is key to staying connected and responsive, and a CRM system that keeps up is a necessity. The new Pivotal UX client harnesses the power of Pivotal CRM in a device- and browser-agnostic application, so users can access the system when and how they need it—on desktops, notebooks, smartphones, or tablets—with zero client footprint, ensuring they never miss a beat or an opportunity to connect.

While the benefits to upgrading abound, we at Tokara know that the decision to invest in a new solution takes careful preparation and planning to ensure the integration is successful and the system yields the intended benefits.

To that end, Tokara's Pivotal UX Client Readiness Assessment Services are designed to provide the professional insight and management you need to ensure your system and teams are ready to make the most of this powerful, flexible, mobile-optimized Pivotal upgrade. The end result? A fully optimized solution that maximizes your Pivotal CRM investment for the long term.

Step-by-Step Migration

Migrating your systems to the latest Pivotal platform is a journey, and we’re prepared to help you every step of the way. Our Pivotal UX Client Readiness Assessment Services start at the beginning, helping you make the decision and set the timeline for Pivotal CRM UX Client migration.

We call this our "roadmap phase.” Our consulting experts will review your current Pivotal platform, making custom adjustments as necessary so it’s completely ready for the transition to Pivotal UX, making remedial recommendations, if required. We’ll even validate your existing software versions—including hot fixes, service packs, and applications, ensuring every component is ready for Pivotal UX client deployment.

Total Systems Migration

When making the leap from old to new, a huge consideration is the impact the change will have on your current technology: What will it take to make a successful upgrade? What will happen to your customizations and integration points? What will the impact on users be?

Once you’re ready to upgrade, we’ll help you make the transition, sharing our expert advice and input on Pivotal CRM deployment. Regardless of the version of Pivotal CRM your organization is currently running, our team of experts is ready to spearhead your upgrade to Pivotal UX. We understand some businesses require more consultation than others and can perform a full Pivotal business model analysis on your existing system, providing you cost estimates and professional recommendations for Pivotal UX platform integration.

Comprehensive Lifecycle Support

We know CRM, and we're proud to provide a full array of services that span the entire systems lifecycle. In addition to our Pivotal UX Client Readiness Assessment Service, we also offer:

  • Pivotal CRM Upgrades
  • Pivotal CRM Performance Health Checks
  • Managed Private Cloud Solutions
  • Remote Application Management Solutions
  • Pivotal CRM Implementations, Integrations, Customizations, Reporting, Strategy, and Staffing
  • Pivotal CRM Connections to Salesforce, Marketo, and LivePerson

North America’s Top
Pivotal CRM Consultants

Our Pivotal CRM consulting team has the answers for you. The head of Tokara’s upgrade team has delivered 200+ CRM upgrades over the course of his career, working closely with each customer to understand specific upgrade objectives and create upgrade plans that fit budget and goals. You’re in good hands.

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.

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.

Our internal development teams worked side-by-side with Tokara’s consultants in a ‘train-the-trainer’–style setup ... which meant our Pivotal upgrade happened faster and with substantially lower cost than would have been the case in a more traditional implementation scenario.

Ginelle DavidsonMIS Director, Kantar Retail

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.


Average Years in
CRM Consulting


Number of CRM


Client Service


Average Years
in Tech Consulting

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. PiercePrincipal Financial

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.

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)

Can you afford to wait?

Schedule your Pivotal UX Readiness Assessment today.