The Pivotal CRM Capital IQ Adapter comes with the pre-built tables, who has a relationship with your firm. Use these existing connections andforms, and data structures required to support Capital IQ data; no relationships to find the best way to approach a firm or gauge interest,complex programming is required to support the imported data within and apply an action plan to pursue the opportunity. Act more strategicallyyour system and it’s all accessible within the user-friendly Pivotal CRM and efficiently by honing in on the most promising opportunities andinterface.

1. Pivotal CRM Capital IQ Adapter
Identify business opportunities with access to Capital IQ market
intelligence about companies and people within Pivotal CRM
The Pivotal CRM Capital IQ Adapter A division of Standard & Poor’s, Capital IQ provides deep information
enables capital markets firms to access
and use Capital IQ data more conveniently
on companies, people, industries, and markets worldwide. Over 2,200
and strategically in their CRM system. firms, including many of the world’s most successful investment banks,
• Increase market intelligence with fresh,
hedge funds, and private equity firms, use Capital IQ to draw deep
detailed information about firms, personnel, market insights, generate better ideas, leverage relationships, and
and relationships, and put it to work within simplify their workflow. Now capital markets firms can enjoy access to
your CRM system
Capital IQ company and personnel intelligence directly within Pivotal
• Expand reach by importing rich data on CRM for Capital Markets, enabling them to search, report on, and use
over 47,000 public companies, 280,000
private companies, 12,000 private equity
this information conveniently in their CRM system.
firms, and over 1 million contacts from
Capital IQ provides highly integrated views of public and private companies, investment firms,
Capital IQ
and professionals, including detailed information on relationships among firms and people,
• Instantly create strategic lists of biographical and contact data, transactions, events, and news. Capital IQ is the perfect
companies or contacts database for capital markets firms involved in equity financing and mergers and acquisitions
to identify business opportunities, learn more about existing clients and partners, and gain
• Reduce time for company and personnel
competitive intelligence.
by 50% by accessing Capital IQ, allowing
you to focus on winning new business and The ability to access and use robust Capital IQ data within a firm’s CRM system is highly valuable.
closing deals Most capital markets firms also keep their own records on client and prospect companies
• Target efforts more strategically by and contacts. Referencing multiple systems and data sources to get a full picture of a client
leveraging a wealth of information about or prospect is inefficient and time-consuming, and it may lead to important information and
companies and their personnel opportunities being overlooked. CDC Software has answered this challenge by providing an
adapter that allows Capital IQ data to be easily imported, updated, accessed, and used within
• Reduce training and complexity by Pivotal CRM for Capital Markets, increasing its value and accessibility to your firm.
incorporating Capital IQ data and your
CRM data within a single, familiar program Easily Import and Manage Capital IQ Data
and interface The Pivotal CRM Capital IQ Adapter includes specialized import tools that enable your
To learn more about the Pivotal CRM Capital administrators to easily import the Capital IQ data to which you subscribe—rich information about
IQ Adapter and how it can address your firm’s companies, people, transactions, key developments, and corporate relationships—directly into
unique needs, call us at +1 877-PIVOTAL Pivotal CRM, where you can put it to work for you. Rather than replacing your firm’s valuable client
(+1 877-748-6825). and prospect intelligence, the import tools automatically link your existing Pivotal CRM records
with a new Capital IQ record, while also enabling you to create custom linkages. These record
links allow you to easily obtain a comprehensive picture of any given company or individual. You
can also populate fields within your Pivotal CRM records with Capital IQ data where desired, or
automatically create Pivotal CRM records based on Capital IQ data for entities or individuals that
are not yet in your CRM database.
Access detailed lists of professionals at target firms
Pivotal CRM | Datasheet

2. The Pivotal CRM Capital IQ Adapter comes with the pre-built tables, who has a relationship with your firm. Use these existing connections and
forms, and data structures required to support Capital IQ data; no relationships to find the best way to approach a firm or gauge interest,
complex programming is required to support the imported data within and apply an action plan to pursue the opportunity. Act more strategically
your system and it’s all accessible within the user-friendly Pivotal CRM and efficiently by honing in on the most promising opportunities and
interface. Just run the import utility and rapidly take advantage of this rich using your existing relationships to their best advantage. Spend less
information within your client relationship management system. time switching between systems, reconciling multiple data sources, and
hunting for information, and more time acquiring new business and driving
Identify Target Firms and Leverage Relationships deals forward.
Increase your market intelligence with access to Capital IQ’s
comprehensive company profiles where you need them most—in your Keep Data Up to Date—Hassle-Free
CRM system. Capital IQ offers business overviews, officers and directors, Capital IQ releases updated data daily, which could pose administrative
transactions, investments, relationships, key developments, and news on challenges for some firms—but not with the Pivotal CRM Capital IQ
over 47,000 public companies worldwide; deep profiles on over 280,000 Adapter. Its sophisticated import tools and interface to the Capital IQ FTP
private companies; and rich information on over 12,000 private equity, site allow automatic daily updates to be scheduled and administered,
venture capital, mezzanine, and other private capital firms worldwide. downloading only the data updates unless a full data import is desired.
Search this information using Pivotal CRM’s advanced querying If any errors arise in the course of the file transfer or import, the
capabilities to quickly zero in on firms of a certain size, profile, or focus to administrator will be automatically alerted. Better yet, the Pivotal CRM
learn more about your clients or prospective clients. Drill down into Capital Capital IQ Adapter will maintain any linkages between Capital IQ and
IQ records to access rich data about companies’ composition, leadership, Pivotal CRM records that you have created, so no repetition or laborious
news, and goals. Then, again using Pivotal CRM’s powerful search tools, administration is required to take advantage of fresh data every day.
identify contacts within firms and instantly understand who’s who and
Features Description
Import Tools Easily import Capital IQ data for which you have a subscription into Pivotal CRM by running simple import tools
accessible within an intuitive administrative interface.
Data Structures Instantly integrate Capital IQ data into Pivotal CRM with pre-built data structures, forms, and tables designed
specifically to house relevant Capital IQ data, including Company Intelligence, People Intelligence, Key
Developments, Transactions, and Corporate Relationships.
User Interface Access and use Capital IQ data within the familiar Pivotal CRM interface. The Pivotal CRM Capital IQ Adapter adds
links to Capital IQ companies and contacts objects directly within the “eTab” navigation and presents Capital IQ
data within the Pivotal CRM record format, increasing speed of access and ease of use.
Automated and Manual Record Linking Run the import tools to perform automatic linking between Capital IQ files and your records within Pivotal CRM.
Easily create manual links where obvious file associations do not exist.
Record Matching Look up potential matches between Capital IQ and Pivotal CRM records where exact matches don’t exist and
create links in a single click.
Field Population Enrich your Pivotal CRM records by populating empty fields with Capital IQ data in addition to creating linked read-
only Capital IQ records.
Record Creation Where Capital IQ data concerns companies or individuals with no existing record in your system, instantly generate
a Pivotal CRM record in a single step.
Actions Apply actions to new records created with Capital IQ data. For example, convert them into opportunities or targets
and assign call plans, deal pitches, alerts, and relationship plans to them.
Querying Take advantage of Pivotal CRM’s advanced querying capabilities to search Capital IQ data to find target firms for
M&As, to research clients and prospects, and more.
Programmed Searches Use pre-programmed searches such as “Find all employees, customers, or prospects who are linked to
<company or contact>” and “Find all SEC filings for <public company>” to more quickly perform often-used
queries.
Static Lists Create and store static lists of companies or individuals based on custom criteria for rapid access and use.
Reporting Run reports on Capital IQ data or combinations of Pivotal CRM and Capital IQ data directly within the system using
Pivotal CRM’s advanced reporting tools.
Automatic Daily Updates Take advantage of daily Capital IQ data updates with a special FTP interface that automatically connects to the
Capital IQ FTP site for daily update downloads at a pre-set time. The system downloads only the updates—not the
full files—for efficient daily updating, and it maintains all previous field associations and record links.
Import Administration and Error Handling Track daily file imports and receive alerts of any errors encountered during the automated process for rapid
problem resolution. Control updates and schedule full new data imports when desired.
Note: Subscription to Capital IQ data is not included as part of the Pivotal CRM Capital IQ Adapter and must be purchased separately.
Learn More About the Pivotal CRM Capital IQ Adapter
To learn more about how Pivotal CRM for Capital Markets and the Capital IQ Adapter can meet your firm’s unique needs, call us today at
+1 877-PIVOTAL (+1 877-748-6825) or visit us at www.pivotal.com/financialservices.
Copyright © CDC Software 2008. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.