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How to Avoid Burnout

How to Avoid Burnout

Q&A with Scott Munro, VP of CRM product management at CDC Software, providers of Pivotal CRM.

What is the #1 challenge companies face that Pivotal helps to solve?

Scott: What really makes or breaks a CRM implementation is less the system itself than the issue of user adoption—but the user-friendliness of the system plays a critical role in whether users embrace the system. That’s why with our most recent release of Pivotal CRM, Pivotal 6, we made usability and the user experience our top priorities.

Customer Relationship Management Strategies Can Be Key to Surviving Economic Slowdown

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Do you currently have a CRM system?:
If yes, what type is it?:
What type of features do you require:
 Sales Automation  Customer Service/Support
 Marketing Automation  Channel/Partner Management
 Customizable  Integration to other systems
How many people will use this system?:
How would you like users to access the CRM?:
 Through web browsers  Through company network only
 With mobile devices
Please explain why you are seeking a CRM system and
any other requirements you have:

Unlike most CRM systems, which tend to be organized based on the underlying data structures, Pivotal CRM features task-oriented navigation that allows companies to group data by user role and task, allowing them to more quickly and directly access the data and tools that are relevant to their job.

How does Pivotal allow companies to focus on what they do best?

Scott: Pivotal CRM offers a highly flexible platform and customization toolkit, enabling companies to precisely model their unique business processes within the CRM system rather than adapting their processes to fit the system.

Like other CRM systems, Pivotal CRM offers out-of-the-box sales force automation tools that companies can use to immediately streamline their sales activities. But many sales organizations develop unique sales approaches and ways of tracking and measuring sales progress, based on years of experience and success in their specific market and industry. Other companies follow recognized sales methodologies such as Miller Heiman or Solution Selling. In either case, the CRM system should reinforce and model this methodology, not change it.

Pivotal CRM makes it easy for a company to implement their specific sales methodology within the system, ensuring that it is fully integrated within their processes and consistently applied.


How does a CRM system help companies stay focused and efficient?

Scott: A CRM system that enables companies to model and automate their unique processes helps them embed the expertise and competitive advantages they’ve built up within their business over the years into their sales, marketing, and customer service processes and ensure they’re consistently followed. Ensuring that your CRM system can do this thoroughly and cost-effectively is essential.

But just as important is ensuring that the CRM system is flexible enough to enable the company to continue to learn and incorporate this knowledge into the system, adapting to changes in the company, the market, and the competitive environment.

What sets Pivotal apart from other CRM systems?

Scott: Pivotal CRM has a flexible platform foundation unlike any other CRM solution on the market. This makes Pivotal easier and more cost-effective to customize, integrate, and deploy. It opens up a world of possibility for our customers, who can use Pivotal CRM as an application development platform on which to build out custom applications very rapidly and at a fraction of the cost compared to starting from scratch. This has made Pivotal CRM the “killer app” for many of our customers.

Learn more about Pivotal here.

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