Pivotal CRM

Rating: 0 - Write A Review
2002 Summit Boulevard, Suite 700
Atlanta, GA 30319
About 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.
Competitors of Pivotal CRM
  • Copp Clark Limited

    COPP CLARK LIMITED is the authoritative source for holiday reference data relating to global financial markets. In today’s fast-paced markets, reliable and accurate holiday data is an essential component of any financial system. COPP CLARK’s products and services enhance transactional... Read More
  • INDATA

    INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA's iPM - Intelligent Portfolio Management® technology platform allows end users to collaborate in real-time... Read More
  • BMC Software, Inc

    BMC is a global leader in innovative software solutions that enable businesses to transform into digital enterprises for the ultimate competitive advantage. BMC Digital Enterprise Management is an integrated set of IT solutions designed to fast track digital business for the ultimate competitive...
Products by Pivotal CRM
  • Pivotal CRM for Capital Markets

    In your market, relationships mean everything and sharing information across your firm is the key to collaborating and getting deals done. But, collaboration can be a challenge due to the complex network of internal and external parties involved in deals. On the equity sales side, your ability... Read more
  • Pivotal CRM for Mutual Fund Wholesaling

    To compete in today's crowded market, you need to be strategic about resource allocation and take a strategic approach to managing broker-dealer channels. To achieve this, you need better insight into broker relationships and profitability. CDC Pivotal CRM for Mutual Fund Wholesaling is an... Read more
  • Pivotal CRM for Wealth Management/Private Banking

    Clients seeking out your private banking services today are more cautious than ever. To win your share of their business, you need to demonstrate a level of personalized service that makes you stand out from competing firms.CDC Pivotal CRM for Private Banking helps you streamline operations,... Read more
White Papers by Pivotal CRM
  • CRM Built for Sales: The Executive Guide to Selecting CRM that Meets Sales Needs By

    The sales organization is often the most important—and challenging—to win over with CRM. Learn how a company can ensure it selects a CRM system that will be embraced by sales users. Read more
  • CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs By

    Learn how a company can ensure it selects a CRM system that will be embraced by service users and deliver maximum returns in the customer service department. Read more
  • CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs By

    Learn how a company can ensure that the marketing department’s needs are met when choosing an enterprise-level CRM system. Read more