The document discusses a customer relationship management (CRM) solution from CDC Software that integrates technologies to help companies understand customer needs and buying patterns. The CDC Pivotal CRM matches business strategies to technologies, resulting in increased market share, improved customer satisfaction, and higher retention rates. It allows companies to build outward from customer needs and automate routine tasks to better serve customers.
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the firm, and improve responsiveness to client demands
Mobile CRM: a New Perspective Mobile sales teams are usually composed of a firm’s most valuable salespeople: the ones who close the most deals and are the most direct generators of new revenue.
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the firm, and improve responsiveness to client demands
Mobile CRM: a New Perspective Mobile sales teams are usually composed of a firm’s most valuable salespeople: the ones who close the most deals and are the most direct generators of new revenue.
Gain Business Insight & Sales Success with CRMTroyMuise
White paper to grow Sales through gaining a better understanding of your customers, and how they buy and interact with your business through the entire customer lifecycle.
Report on Chapter 14: CRM in E-Marketing [Elegant (VI)]Md. Abdur Rakib
Report on Chapter 14: Customer Relationship Management
(Based on the study of E-Marketing)
It is based on the Chapter: 14 Customer Relationship Management from E-Marketing book by Strauss, Ansary & Frost 4th edition.
It includes Background of CRM, CRM, CRM Benefits, CRM Building Blocks, CRM Strategy, CRM Technology & CRM Metrics in perspective of E-Marketing...
Interaction Bridges: Strategic Tool for Keeping Customer PromisesClearAction
How to overcome communication gaps with different personality types, to collectively meet customer commitments for great customer experience. See http://ClearActionCX.com Contact us at OptimizeCX@ClearActionCX.com
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
Gain Business Insight & Sales Success with CRMTroyMuise
White paper to grow Sales through gaining a better understanding of your customers, and how they buy and interact with your business through the entire customer lifecycle.
Report on Chapter 14: CRM in E-Marketing [Elegant (VI)]Md. Abdur Rakib
Report on Chapter 14: Customer Relationship Management
(Based on the study of E-Marketing)
It is based on the Chapter: 14 Customer Relationship Management from E-Marketing book by Strauss, Ansary & Frost 4th edition.
It includes Background of CRM, CRM, CRM Benefits, CRM Building Blocks, CRM Strategy, CRM Technology & CRM Metrics in perspective of E-Marketing...
Interaction Bridges: Strategic Tool for Keeping Customer PromisesClearAction
How to overcome communication gaps with different personality types, to collectively meet customer commitments for great customer experience. See http://ClearActionCX.com Contact us at OptimizeCX@ClearActionCX.com
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
It is tough for businesses. Particularly small businesses, to survive in the current hyper-competitive digital environment. As a small business owner, you must juggle many responsibilities. Be it acquiring and managing leads or handling contracts and deals. There is a lot that you have to get done on a day-to-day basis.
https://dreamcyberinfoway.com/blog/crm-software-types-benefits-features-the-1-alternative/
This guide provides insight to help you take a more customer-centric view of your business. It walks you through how to weigh and consider your CRM options, answering questions
Pivotal CRM Whitpapers - CRM for Asset Managers Pivotal CRM
"Client relationship management (CRM) software is the key technology enabler
for asset managers who want to take a strategic approach to coordinated,
profitable business relationships. It offers a compelling opportunity for
asset managers to improve operational efficiencies, build a loyal client base,
capitalize on opportunities to grow assets under management, and gain a
competitive edge."
Customer relationship management is one of many different approaches that allow a company to manage and analyze its own interactions with its past, current, and potential customers.
CRM help you to manage your data globally,Mactosys is all in one CRM Solutions company for managing accounting, marketing, sales, CRM for small business.
Smart voice based CRM Will help more Productivity,Accelerate sales and customer In-flow with our User-friendly Real Time IVR integrated Customer Engagement Platform
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
This document first appeared in Defying the Limits: The CRM Project, A Thought Leadership Project from Montgomery Research, Inc., Sponsored by Accenture.
It includes an executive overview of the makeup of a CRM system, as well as advice for choosing a system, Key Benefits and Best Practices for successful implementation.
Pivotal Mobile Customer Relationship Management (CRM) applications provide a range of solutions that ensure a sale is never delayed because of limited access to critical data.
The Pivotal CRM team at CDC Software is a leading provider of customer relationship management (CRM) software applications. Pivotal CRM is the only CRM solution offering rich functionality, a full application suite, and best-in-class customization capabilities, all with a low total cost of ownership
The Pivotal Service suite has been designed to drive improvements in customer service while reducing operating and maintenance costs throughout the customer lifecycle — while improving the quality of customer interactions.
Pivotal CRM for Home Building and Real Estate is a clear choice for single- and multi-family home builders and other real estate industry firms looking to increase operational efficiency, gain competitive advantage, and meet the challenges of a market slowdown.
Wird ein Social CRM Tool mit dem Anspruch implementiert, die ohnehin nur mäßig funktionierende CRM Installation zu verbessern, führt dies so gut wie sicher zu einer Enttäuschung. Die besten Projektergebnisse erzielt ein Social CRM als natürliche Erweiterung der bisherigen CRM-Tools und-Strategien
Implementing lead management best practices through marketing automation reduces the cost of marketing, fills the sales pipeline faster with better quality leads, and grows revenue
Pivotal SyndMail is a complete e-mail marketing solution that lets you segment your audience, send electronic communications, and analyze the success of your campaign.
Institutional asset managers need to become more customer-centric to differentiate themselves in the market and retain current clients. When institutional account contracts come up for renewal, client satisfaction plays a critical role in their decision-making.
Explains how businesses can use CRM to foster and implement customer-centric innovation, enhancing the customer experience and creating internal efficiencies to establish a clear competitive edge.
Explains the practical CRM tools that can help to introduce repeatable, proven process to your sales team. So you can help them figure out what works best.
Explains the real, practical advantages healthcare payer organizations can experience by using CRM technology to streamline and minimize paper-based processes.
From Complexity and Frustration to Simplicity and Effectiveness it is the most viable foundation for discovering new opportunities that build momentum and inspire growth.
How financial services companies are using customer relationship management to converge people, processes, and products more effectively to earn the position of valued partner, and embark on true relationship banking — with the end result of growing business momentum
The executive Guide to CRM architechturePivotal CRM
Explains the importance of flexible software architecture, and how the right CRM solution can support and even advance an organization’s ability to evolve in lock-step with changes as they occur—enabling them to attain and maintain a competitive advantage.
Implementing lead management best practices through marketing automation reduces the cost of marketing, fills the sales pipeline faster with better quality leads, and grows revenue
The crm journey from productivity to profitPivotal CRM
How companies across a vast selection of industries are using customer relationship management to converge people, processes, and products more efficiently.
Addressing the contact center opportunity, discuss five important contact center trends, and explain how companies can embrace these trends to create a smart strategy that can improve the top and bottom line.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
The Influence of Marketing Strategy and Market Competition on Business Perfor...
Cdc crm brochure
1. CDC Customer Relationship Management
Customer-driven CRM makes it
easy to connect the dots.
CDC Customer Relationship Management 1
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2. Customer-driven CRM is
driven by what keeps you up
at night. It’s driven by what
your customers need.
2
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3. With the right CRM comes the opportunity for Along the way, IT managers need an integrated
companies to really get to know their customers, set of technologies—from websites to databases
their needs, preferences and their buying and data mining tools—to make it work.
patterns. More than ever, companies require
an integrated strategy that supports customers At CDC Software, our customer-driven CDC
from the moment they enter the front door—or Pivotal CRM matches business strategies to
website—to the time they make a purchase, and the technologies needed to make them work,
beyond. They need a solution that helps them resulting in increased market share, improved
connect the dots. customer satisfaction, and a higher retention
rate. So, now, you can be the company you’ve
always wanted to be.
CDC Customer Relationship Management 3
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4. Build, grow, and drive your business
forward. Customer-driven CRM makes
your staff more productive, your sales
processes more effective, and your
customers happier.
Build outward-in. Grow upward.
CRM is designed to maximize your CRM listens to your customer, understands
competitive advantage—it starts by their needs, and provides them with
mapping to your customers’ needs. support through processes that engage
and interact, rather than contain and box in.
Mirror your unique business processes. Most Stay connected. As your business grows, chances
businesses have evolved with their customers over are you have less face-to-face communication with
time and refined their own unique processes. These customers. Yet, those customers expect the same kind
processes are hard-won competitive differentiators. of customer service they’ve always had. CRM centralizes
CRM will enhance and mirror these processes, not information in a single place, which promotes a better
change them. understanding of a customer’s needs.
Anything relationship management. CRM is the Enhance collaboration. Accessing shared solutions
management of any type of relationship—customers enables teams to make quicker, more cost effective
or employees, anything. It should be fundamentally decisions. All of that account history can be quickly
flexible and configurable, to meet the nuances in accessed and referred to the next time a customer
your business. calls in. That responsiveness tells the customer they’re
important to your company.
Compromise on cost, not quality. You want your
CRM at a cost you can afford. We do this by assessing Automate what works. By automating the routine
your requirements and offering you strategic solutions tasks and proven processes your teams carry out
you can use, so your business grows, but not at the each day, you can do more with less. So, you can fully
cost of your profits. harness your hard-won business practices to grow
while keeping your customers and customer-facing
employees happy.
Love it. CRM needs to be tightly integrated with the
tools your people already use, like Microsoft Office
Outlook. What that means is faster adoption by users,
less switching between applications and higher
productivity for anyone who deals directly with
your customers.
4
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5. Drive forward.
CRM meets both customer and
employee expectations, while giving your
company flexibility to innovate and adapt
to the changing needs of business.
Take action. To grow your business, you must respond
swiftly to changes in market conditions, competitive
situations, and business process, and seize every
opportunity that arises. CRM is a facilitator in this process,
not a roadblock.
Get big-picture perspective. CRM delivers real-
time business visibility and actionable insights for
sales, marketing and service managers, as well as
executives. Solve problems and seize opportunities.
Gain immediate business insight anywhere. CRM
puts critical business information at your fingertips
with mobile dashboards and reports. CRM interfaces
with tools your users are already familiar with, so you
can stay connected, anytime and anywhere.
Empower to react quickly. CRM gathers and presents
real-time data on everything from sales forecasts and
marketing campaigns to account activities and phone
logs—allowing you to spend more time managing
your business, and less time with the mechanics of
running reports.
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6. To offer a unique customer
experience, you need an
integrated solution that
spans all of your customer-
facing processes, plus some.
6 6
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7. CDC CRM
Sales Force Automation Social CRM
Shorten your sales cycle and exceed targets with time- Generate real, tangible value out of this new communica-
saving tools and repeatable processes. tion channel.
Marketing Automation Mobile CRM
Delight your sales team with more, higher-quality leads Give your most valuable sales and service employees ac-
and get there with less effort. cess to customer data regardless of their location.
Service Automation Pivotal CRM Platform
Lay the foundation for future sales by providing custom- Take advantage of the fact that it is the world’s leading
ers with responsive, thoughtful and personalized cus- CRM solution, and also the most flexible.
tomer service.
Partner Automation
Learn more about our CRM solutions:
Make your organization easier to do business with. Help Visit www.cdcsoftware.com/crmsolutions.
your partners sell, track, and assess their performance
more easily.
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8. When the time comes to get serious
about CRM, it all boils down to the
platform it is built on.
CRM customers rely on a proven, trusted platform Microsoft® Integration
for accessing their CRM applications. CDC
Our close, long-standing relationship with
Pivotal CRM integrates all the characteristics of
Microsoft has enabled us to build CRM solutions
successful CRM, including flexibility, reliability,
that capitalize on the best of Microsoft technology
high performance, and security.
and come seamlessly pre-integrated with
Extreme flexibility cuts down on the time it takes Microsoft Office® and SharePoint®.
to mirror the way you work in Pivotal CRM.
Options for robust end-user configuration as well Business Intelligence
deep workflow customization allow you to create CDC Pivotal CRM streamlines information-rich
the internal processes and external customer data into a centralized database, allowing you to
experiences that fit your strategy and vision. achieve greater insight into your customers and
business activities.
Low-Cost Flexibility
Tailoring your CRM workflow in Pivotal CRM is Rich User Experience
often as easy as ticking a box for an end-user or CDC Pivotal CRM’s flexibility makes it easy and
team manager. Underneath, Pivotal’s Microsoft cost effective to create the end-user experience
.NET foundation facilitates change at every level, you envision. Monitor, measure, and manage end-
so you can modify the user interface and business user utilization to optimize business processes.
processes or customize the data model to see
higher ROI’s. Ease of Enterprise Integration
Industry Applications Our flexible architecture reduces the cost and
complexity of integrating Pivotal CRM with
Take advantage of industry-tailored applications, your back-office systems to ensure seamless
developed using our in-depth knowledge of the collaboration.
Financial Services, Home Building and Real Estate,
Manufacturing, and Healthcare Insurance industries.
8
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9. Ask our customers how they have become
more competitive, more productive, and
more profitable with CDC Pivotal CRM.
Calamos Investments — executive Intracorp – streamlined sales process helps them
management has the insight they need to drive sell more units on the spot.
the business effectively.
“The technology gives us a great deal of insight
“In the end, we chose Pivotal CRM because of regarding each customer, which is not only
its focus in the financial services industry and its valuable for building relationships, but also in
reputation for success earned with many of our developing our sales strategies.’’
peer companies.’’ - Steve Sammut, CFO, Intracorp
– Carolyn Stuart, Vice President of IT and Head of
Business Analysis, Calamos Investments
Download the case study View the video
AAA Western & Central New York - a robust, M/I Homes – increased web leads from 4% -
customized member relationship management 25% in three years.
(MRM) solution that reflects the organization’s
unique workflows and helps them provide more ‘’Pivotal has given our field reps immediate
informed and efficient member service. access to the information they need. They
can respond to customer requests in minutes
“We wanted to be at the next level in our instead of hours or days and communicate with
dealings with members.” subcontractors from anywhere.’’
- Bob Leach, CIO, AAA Western and Central New York - Ron Frissora, CIO, M/I Homes
View the video Read the case study
CDC Customer Relationship Management 9
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10. Your business is unique and so are
your needs. So why would you want a
one-size-fits-all solution?
At CDC Software, we understand that every business must have a tailor-made solution if it is to make
progress down its chosen path. Our vast experience in a wide field of industries, has enabled us to create
specialized solutions that fit the unique requirements of the business, right out of the box, while also
offering the flexibility to customize to individual companies’ needs. Our team boasts unrivaled domain
expertise and experience, and we’re committed to helping you succeed.
Pivotal CRM gives you the power to create a custom solution--without a custom timeline or price tag.
It’s complete out of the box--but also completely flexible.
Common Approach to CRM Development
50% of your technology needs
Few of your technology needs
immediately met
Most CRM software vendors develop
products that meet less than 50% of your CRM Vendor
requirements immediately. In a best-case
Integrator
scenario, you can work with a third party
to customize the solution but in many You
cases, you must change the way you work
to fit the way the CRM solution works.
Our Approach to Solution Development
100% of your technology needs
75% of your requirements at day 1
Our experience developing solutions is
that most customers share many similar
processes but their unique processes are Pivotal
what make them successful. We give you
a ready-to-use solution and the tools to You
help you mirror your unique processes in
your CRM solution.
10
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11. You aim to please your customers.
We aim to help you achieve
that goal.
At CDC Software, we serve companies that are driven Similarly, we can support your team with training—
by customer needs, so we know you expect the same online, at our training facility, or on-site at your place
high quality standards from your technology partners. of business. Our customer support staff is available by
We are committed to delivering exceptional service and phone, e-mail, or online through our Customer Portal,
support to match our outstanding products. offering the assistance you need, when you need it.
Pivotal CRM is supported by a full continuum of Whether you’re an entrepreneur, a single store owner, or
services that are affordable, easy to use, and configure have thousands of employees in locations around the
to any organization in any industry. world, CDC Pivotal CRM can help you connect the dots
in your customer-driven strategy.
Not sure which products to use? We offer an array
of solutions to select from and will spend time to
understand your business and offer recommendations.
Learn more about our CRM solutions:
Whether you wish to handle the implementation Visit www.cdcsoftware.com/crmservices.
by yourself, with a partner, or leave it to us, we can
accommodate your every need. We can even take on
full management and hosting of the application, if you
prefer, with the option to bring the solution on-premise
when you’re ready.
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