CDC Software Pivotal CRM


 

Pivotal CRM is an on-premise customer relationship management (CRM) solution that caters to businesses of all sizes, helping them manage various CRM processes. It includes marketing automation, lead management, sales force automation, customer service and contact center as core modules, and also supports online self-service and partner management modules, social CRM, application workflow management and data management.

Industry-specific versions of Pivotal CRM are available for home building and real estate, as well as financial services—including versions for capital markets, institutional asset management, mutual fund wholesaling, commercial banking and private banking/wealth management. The solution is also used in the healthcare and medical devices, insurance and manufacturing industries.

Pivotal CRM is well-suited for Microsoft-based organizations: Microsoft Outlook and SharePoint are embedded within the solution, and it is designed to integrate with the Microsoft Office suite.

Support is offered via email, phone and through an online knowledge base.

 

Pivotal CRM - Social media updates
 
  • Pivotal CRM - Social media updates
    Social media updates
  • Pivotal CRM - Convert email to service ticket
    Convert email to service ticket
  • Pivotal CRM - Social media relationships
    Social media relationships
  • Pivotal CRM - Contact's online presence
    Contact's online presence
  • Pivotal CRM - Lead qualification
    Lead qualification
  • Pivotal CRM - New call plan
    New call plan
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP

2 Reviews of Pivotal CRM

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Christopher from Struers Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

Very utilitarian and has potential for greatness, but hampered by confusing layout and menus.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The potential to pull great data via the search is there, and it's quite flexible. There are also many features making a nearly all-in-one solution.

Cons

Brutalist in its design and plagued by logic-driven search system that requires one to think like a computer it can cause fits at times.

Review Source: Capterra

  Response: Aptean, CDC Software

Date: September 2017

September 2017

 

We thank you for the feedback. We are continuously improving the Pivotal CRM product, and we recognize that providing a simpler User Interface is important to address adoption and usage. Pivotal is a flexible platform that is also easy to configure; it¿s one of our greatest strength. However, as it stands today, we place few limits on system customizers and designers. Business needs sometimes require quick turnaround from system designer, which leads to situations where it¿s easy to just create a tab and place as many fields as necessary to capture the requirement. Overtime, the system start to become heavy and cluttered, and you have forms with too many tabs, actions and fields! Given that you are in a situation where things are starting to get too complex, we would advise reviewing your forms with an eye to de-clutter.

 

Rob from Creative New Zealand
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Aptean Pivotal CRM used as a Grants Management System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

As our aging grants management software was reaching the end of its usable life we looked around for a replacement system that would be capable of encompassing a broader range of our business needs. High on our list was better integration of our grants information with our client and contact records, so a system with a CRM at its heart was the logical choice. We chose Pivotal because of its strong CRM features, including event and social media capabilities, and because its flexibility made it possible to customize the system to incorporate our grants application, approval and payment processes.
This is a very capable piece of software with plenty of bells and whistles. The CRM capabilities are impressive - we still have plenty there that we haven't yet taken advantage of. The customization for our fairly complex grants processes has worked well, and a large proportion of our business processes and data capture now take place within this one application.
Although the smart client interface is well considered and organized this is not a system that is simple to use for the occassional user. If you want a simpler more self-explanatory experience for your users you can achieve this through adding the optional Pivotal UX.
Out of the box there is no shortage of features, though investing in the Productivity Pack add-on was a must for us. For Business Intelligence the system is designed to be integrated with QlikView, and we have been impressed by the great boost this has provided all of our analysis.
Our customer support is provided by the vendor that installed and customized the system, so we have no direct experience of working with Aptean.
This has not been a cheap system to install and customize, but the efficiency savings, centralization of our processes and data, and big improvement in our business intelligence capabilities make it a very worthwhile investment for us.

Pros

It's full feature list and flexibility.

Cons

The interface can be a bit daunting for occasional users.

Review Source: Capterra