Pivotal CRM Reviews

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The initial setup and learning curve of pivotal CRM can be challenging, especially for users with limited technical.

Pivoting during problem solving is contextual to each organisation and each unique problem being solved.

this is a highly customisable CRM. It has a lot of fields that can be configured but it definitely is one of the best that I have used so far.

The only part when the implementation sort of causes slowness and you can't action your tickets

actioning support tickets reported for medworx or knova. troubleshooting any product support tickets. managing customer surveys.

In general, Pivotal CRM is a platform that meets the organizational needs of many processes within a company since it can be used in multiple types of equipment and has many functions such as the integration of emails, chats, tickets, and much more, this makes it a more functional platform. This is an advantage since most companies use multiple platforms to do different things.

Pivotal CRM is like another member of our team, since its tools are useful. and you can work remotely,

Something that should improve is the speed of the platform, sometimes it has a bit of lags, or slow loading times, it is not the big deal, but improving these points would be the perfect CRM

Pivotal CRM is useful for organizations that manage clients and need to follow up through chat, email and have a database of potential clients.

Pivotal CRM facilitates the work in our company since it has many useful functions, it is easy to configure and it turned out to be very convenient: built-in IP telephony . It significantly increases productivity and saves time since it automates services and sales by having the data of customers in a centralized way and within reach of the user.

I love that the dashboard for Pivotal can be customized to fit each individuals business needs. Pivotal also provides an excellent snapshot of your current business. I also love the simplicity of being able to track the business for each individual client in their respective profiles. We come from a very manually process of having to enter data repeatedly in several fields via an excel doc, so the ability to enter once and have multiple colleagues add information whenever calling on the client is exceptional to our day to day processes. It not only helps our business flow but is used as a critical aid when tracking the resign process for our contracts. Most recently, our company has begun utilizing this data to send our automated marketing pieces which is now tracked in Pivotal where we would have to create manual lists in the past. We now can focus on more customer interaction and in return have more opportunities to sell!

As part of the transitional team, the only dislike (which we were provided work around solutions) was moving over the data from our old system to the new. This mostly because the previous system was so obsolete.

Definition explore the option, the system is able to customize each users experience.

We are solving real time tracking. Pivotal is not only available by the software but accessible via mobile devices. This allows us to keep our data as current as possible and allows our leadership to have real time data.

The best ERP arrangements, be that as it may, are completely incorporated with every one of your frameworks over the venture, conveying an incentive to each useful zone, from fund to client administration to the board—and in case you're in assembling, this incorporates your building, plan and production network groups also.

No android application, which was an issue for a portion of our business people.

Great CRM for fair size to big business organizations. Accessible applications for Apple, however missing Android application for any Samsung cell phone clients inside your organization. Keeping pace with contenders (Salesforce as prevalent one) value astute.

We utilized tthis programming with the intend to improve client administration connections and help with client maintenance. One incredible benefitof this is having the capacity to help make a closer and long haul association with our clients!

Pivotal CRM nos permite ofrecer servicio excepcional a los clientes y simplificar el proceso de solicitudes de soporte.

La plataforma y aplicaciones en Pivotal ofrecen flexibilidad, y nos permite moldearlo a nuestras necesidades.

En alguna ocasion resulta algo lento. Por lo demas todo funciona correctamente y estamos contentos con la aplicacion.

Nos permite modificar la interfaz de usuario y personalizar.

Pivotal CRM recopila información en una base de datos única y hace que resulte fácil y rentable.

It great tool, works for wide variety of use cases

Need continued improvement , they should focus on modernizing it

Sales

I love how smart and intuitive Pivotal is at finding and managing sales and customer base

sometimes sending bulk blast emails of clients from multiple enterprises and companies is very difficult to do and has some bugs that need tweeking

It works very smart and intuitively at managing and updating accounts and your book of business

benefits are being able to easily manage my accounts in my book of business

The best ERP solutions, however, are fully integrated with all your systems across the enterprise, bringing value to every functional area, from finance to customer service to management—and if you’re in manufacturing, this includes your engineering, design and supply chain teams as well.

I haven't run into any problems that would made me dislike this product for sure ..

This glossary contains definitions related to compliance. Some definitions explain the meaning of words used in compliance regulations.

institutional asset management, mutual fund wholesaling, capital markets, commercial banking, private banking, home building and real estate, healthcare, and legal services, among others.

We can add as much as data without any problem of loafing.

The only thing I feel a bit low is its user Interface looks old.

I can easily manage my customers without any mistake.