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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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Alternatives to Aptean Pivotal CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

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2 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

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3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

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