Pivotal CRM for SMBs

Realize your business' limitless potential with the CRM that
brings 'big company' customer connection within your reach.

Meeting the Unique Needs of SMBs

As your business has grown, so have your requirements for winning new customers and delivering high-quality customer service. You’ve outgrown the spreadsheets, hunting for customer information and other manual, time-consuming processes. You are ready for a comprehensive CRM solution. But who has the time and resources to spend on a solution made for massive, multi-national organizations? By the same token, why should you settle for a shrink-wrap CRM package with limited features?

Pivotal CRM for Small and Mid-Sized Business is designed to offer you all the powerful features of Pivotal CRM in a solution that can be implemented quickly and works with what you already have on-hand. Based on proven Microsoft technologies, it gives you full marketing, sales, and customer service automation—everything you need to attract, win, and satisfy customers. Best of all, it’s easy to use because the tools you use every day, like Outlook and SharePoint, are built in.

Key Features

With an industry-tailored client relationship management system, you can get big-company features in a solution made for businesses like yours. With its award-winning flexible architecture, Pivotal CRM delivers an industry-leading CRM solution with the flexibility to conform to the needs of your small-to-medium sized business, with support from our Pivotal CRM consultant team:

  • Salesforce automation
  • Mobile & social CRM
  • Customer service
  • Email marketing
  • Power searches
  • Lead & partner management
  • Microsoft-like interface & Outlook integration
  • Territory & opportunity management
  • Service tracking
  • Document management
  • Analytics & reporting

Pivotal CRM Benefits for SMBs

See what Pivotal CRM for Small to Mid-Sized Businesses can bring to your company:

Drive Revenue

Create high-impact, low-cost marketing campaigns, manage leads, and take advantage of salesforce automation workflows to lower the administrative burden for sales people. Spend more time selling and win more business.

Centralize Customer Information

Drive collaboration within your customer-facing team by giving salespeople, marketers, and customer service representatives a single, universally accessible repository for all customer and prospect information.

Create Repeatable Processes

Automate time-consuming processes and create repeatable workflows that ensure you are capitalizing on learning gleaned from successful sales strategies while delivering a consistent customer service experience.

Make It Your Own

Mirror the way you work with your CRM solution. Every link, label, section or report can be quickly set up to match your processes. Each user can configure their own dashboard that shows only the information that is relevant to them in their role.

Capture More Revenue

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

Turn Cost Centers to Revenue Centers

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.

We've had the pleasure of working with Ryan Schieman for many years on key CRM initiatives at BlueShore Financial, most recently in his role as Senior Pivotal Architect at Tokara Solutions. His expertise and trusted relationships with our developers and IT management have made him a valued extension of our team!

James RandallIT Director

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'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.