Pivotal CRM

Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the needs of capital markets, commercial and private banking, institutional asset management, and retail asset management organizations with distinct industry-tailored solutions. Built with the user experience in mind, Pivotal CRM offers unparalleled flexibility and customizability, enabling companies to tailor the system to their users’ needs. With a Microsoft-style interface and role- and task-based navigation, Pivotal CRM is user-friendly, reducing the learning curve and increasing user adoption. Pivotal CRM embeds Microsoft Outlook and SharePoint right within the CRM system and integrates closely with the Microsoft Office suite, bringing data to the user when and where they need it.