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Product Quick Facts

Works Best For
Enterprise Businesses, Mid Sized Businesses

About Aptean Pivotal CRM

Aptean makes enterprise software solutions for a large range of industries. These solutions include supply chain management, vertical applications, desktop automation, and customer relation management (CRM) software. Aptean’s programs are designed to scale in order to fit the needs of all sizes of organizations. Aptean’s solutions are used by companies such as H.J. Heinz Company, Dell Financial Services, Major League Baseball, the National Hockey League, and SiriusXM.

Aptean’s Pivotal CRM solution provides sales force, service, and marketing automation for companies in any industry. Their software can be customized to meet the needs of company specific sales processes. Some of their standard sales force automation features include social CRM, team selling, marketing alignment and opportunity management. Their team selling feature allows entire sales teams to share notes and collaborate on individual prospects, while the opportunity management feature helps reps predict the right time to deploy certain sales tactics based on previous data and cycle time. Pivotal also includes a fully functional mobile CRM that can be accessed through a secure web portal on laptops, phones, or tablets. There is also a mobile client that allows for offline access to saved data, and lets users add information on the go for later synching. Their social features help companies keep up to date on their leads’ latest interactions, whether on Twitter, Facebook, or other networks. In addition, Pivotal CRM can generate reports on social activity, and relationships.

Pivotal CRM can be used in any industry, with custom solutions available for education, healthcare, manufacturing, government, SMBs, finance, and telecommunications. AAA of Western and Central New York uses Aptean’s Pivotal CRM in order to better manage their 170 frontline associates, and four call centers. They chose Pivotal after being disappointed in the lack of customization available in other programs. Using Pivotal, AAA WCNY was able to put in a place a system that conformed to their unique workflow.

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