PivotalCRM - Pivotal partner suite


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Pivotal CRM is approachfit for ourbusiness makes us Their responsive the ideal to doing growing business. feel like a person and not just another number. Pivotal CRM is 100% committed to our success

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PivotalCRM - Pivotal partner suite

  1. 1. Pivotal CRM Partner Management™ SuiteTo grow revenue exponentially, support & energizepartners to do more.
  2. 2. Effective Partner Collaboration Pivotal CRM encompasses a fully integrated Partner Management suite that helps companies Growth these days is more about building more effectively manage their partner strong partnerships than building factories, relationships. Pivotal CRM Partner Management offices, and infrastructure. It’s about reduces the costs associated with managing integrating with strong partners to form a partners — and facilitates collaboration to single team. generate sales, deliver customer value, and keep customers satisfied. Pivotal Partner Manager™ The system creates a collaborative inter-company A comprehensive, employee-facing application for channel managers that simplifies the management framework to exchange knowledge, manage of partners across the entire partner lifecycle from relationships, and synchronize transactions across recruitment to retirement. Pivotal Partner Manager marketing, sales, and service. It gives partners enables organizations to build an effective partner the tools and information they need to succeed, ecosystem; collaboratively sell, service and market to and organizations better visibility into partner end customers; and measure and reward the partner performance. community based on preset criteria. Pivotal CRM Partner Management™ Pivotal Partner Analytics™ The Pivotal CRM Partner Management suite includes A versatile package that provides channel managers a number of pre-integrated applications, which work with a Web-based tool for data mining and data together to create a collaborative partner network: analysis. With detailed information on the performance and profitability of the partner network by individual or segment, or regions, channel managers have the Pivotal ePartner™ knowledge and insight required to drive better business A web-based partner self-service portal that dramatically decisions. decreases the cost of supporting and empowering partners by offering 24x7 access to collaborative sales, The Pivotal CRM Partner Management suite is marketing, and service capabilities. seamlessly integrated with Pivotal CRM, which also includes Pivotal Sales, Pivotal Marketing, Pivotal Service and Pivotal Interactive Selling. Each of these five suites works together to deliver on the promise of CRM, producing meaningful increases in revenues, margins, and customer loyalty. OPERATIONS SERVICE CEO Pivotal Partner Management Suite PARTNERS REVENUE Pivotal SALES MARKETING ePartner MARGINS LOYALTY PARTNERS Pivotal Partner Pivotal Partner Management Analytics2 Pivotal CRM for Partner Management
  3. 3. Power Your Winning Partner Management ProcessThe Pivotal CRM Partner Management suite unifies partners into a single network,increasing their effectiveness and reducing support costs. • Recruit Partners: Recruit, certify, profile, train, and manage business partners with Pivotal Partner Manager. Automate recruitment via online registration and workflow. Differentiate partners based on expertise and performance for improved targeting of communications, leads, and marketing programs. Benefit: Streamline the ‘on-boarding’ of partners. • Generate Leads: Generating leads is a two-way street. With Pivotal ePartner, partners can register leads within a consolidated lead system, and organizations can PARTNERS send leads from the system to partners. Or, automatically route unique leads to the specialized partner most likely to close the deal. Benefit: Closed-loop lead management. • Forecast Channel Revenue: Partners enter and update opportunity information, allowing channel managers to monitor pipeline forecasts. Using Pivotal Partner Analytics managers gain immediate visibility into channel operations and performance through reporting and analysis. Discover what each partner needs to generate more leads and revenue. Optimize the strengths—and minimize the weaknesses—of your extended team. Benefit: Predictable business performance. • Collaborate with Partners: Collaborate with your partners across marketing, sales, and service. Share intelligence on deals-inprogress, the competition and most effective tactics. Pivotal Partner Manager helps organizations and partners work together to solve service issues, improve marketing ROI, and increase product development effectiveness. Benefit: Increase partner effectiveness. • Ensure a Consistent Customer Experience: Accelerate the sales cycle by giving partners access to a complete set of tools, including quoting systems, marketing literature, and pricing information. Give partners the ability to process customer orders by synchronizing to back-end systems that provide order entry, validation, and tracking. Ensure the customer experience partners provide is aligned with corporate goals. Benefit: Increase customer satisfaction. • Gain Insight on Partner Performance: Build partner loyalty and improve decision- making with visibility into most and least-valuable partners. Pivotal Partner Manager monitors performance by win rates, revenue, and profitability. Share the tactics of winning partners to grow the success of the entire channel network. Benefit: Increase partner performance. “ We have a fairly complex market. We sell through affiliates and through an international sales system. We manage it all from start to finish with leading edge technology from Pivotal CRM. ” Doug Coleman, VP Application, Development, Comedy Partners Pivotal CRM for Partner Management 3
  4. 4. “Pivotal CRM is approachfit for ourbusiness makes us Their responsive the ideal to doing growing business. feel like a person and not just another number. Pivotal CRM is 100% committed to our success. ” Brian J. Boon, Ph.D., President and CEO, CARFMeasurable Partner Results Pivotal CRM’s results framework helps organizations Increase Partner Loyalty: Track partner metrics and decide on a strategic goal, and provides the tactical map performance, and tie them to rewards. Make it easy to get there. Results-oriented reporting allows team to share information across all business processes, leaders to measure, monitor and analyze progress along including sales, service and marketing by allowing your the way. business partners to collaborate via a personalized working environment. Increase Margins: Reduce channel support costs Increase Win Rate: Analyze which partners are more through online self-service for both partner and joint successful, which are more profitable, and which customer requests/issues. Provide marketing collateral, need improvement. Identify key partner skills and training and sales support online. Share prospect resources so you can match the right partner to the information, schedule activities and strategize online, right opportunity. Identify which skills are lacking in the thereby lowering the cost of joint deals. partner network, and train or recruit accordingly. Accelerate the Sales Cycle: Bring in the right partner Reduce Channel Conflict: Automatically route leads to at the right time to help identify solutions faster. Give the most appropriate channel partners based on pre- partners 24x7 access to up-to-date product information, defined business rules. training, sales tools, transaction data, and performance analysis reports. Increase Customer Satisfaction: Provide customers with a wide array of partners to match requirements. Lower Cost-to-Results: Pivotal CRM provides a Present consistent, channel-independent messages and comprehensive partner management solution that results processes to joint customers across all touchpoints. in faster time-to-implement. An intuitive user interface allows partners to quickly get up and running on their personalized partner portal with minimal training. Contact us today to learn more about how Pivotal CRM can address your unique needs. Call 1-877-PIVOTAL (1-877-748-6825) or visit us at www.pivotalcrm.com. “Pivotal CRM makes it possible one-to-one view theeach customer. franchisees with a comprehensive, for us to ensure of success of our ” Angelo Tsagarakis, Commercial Manager Flag Choice Hotels © 2007 CDC Software. All rights reserved. For more information or a complete list of our worldwide offices, please visit www.pivotal.com.