Pivotal CRM

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2002 Summit Boulevard, Suite 700
Atlanta, GA 30319
About Pivotal CRM
  • Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the needs of capital markets, commercial and private banking, institutional asset management, and retail asset management organizations with distinct industry-tailored solutions. Built with the user experience in mind, Pivotal CRM offers unparalleled flexibility and customizability, enabling companies to tailor the system to their users’ needs. With a Microsoft-style interface and role- and task-based navigation, Pivotal CRM is user-friendly, reducing the learning curve and increasing user adoption. Pivotal CRM embeds Microsoft Outlook and SharePoint right within the CRM system and integrates closely with the Microsoft Office suite, bringing data to the user when and where they need it.
Competitors of Pivotal CRM
  • bpm'online

    Bpm'online financial services is a process-driven CRM designed for corporate and retail banks and financial institutions to help them efficiently manage every step of customer interactions, opportunities and risks. Bpm’onlie delivers three different products on a single platform. Depending on...
  • Informatica Corporation

    Informatica Corporation (NASDAQ: INFA) is the world’s number one independent provider of data integration software. The Informatica Platform provides corporations with a comprehensive, unified, open and economical approach to lower IT costs and gain competitive advantage from their information...
  • NetSuite, Inc.

    NetSuite is a leading provider of SaaS accounting/ERP software. NetSuite helps fast-growing and midsize companies and divisions of global enterprises run their entire business more productively and cut costs by providing one web-based system to run their accounting, order management, inventory,...
Products by Pivotal CRM
  • Pivotal CRM for Capital Markets

    In your market, relationships mean everything and sharing information across your firm is the key to collaborating and getting deals done. But, collaboration can be a challenge due to the complex network of internal and external parties involved in deals. On the equity sales side, your ability... Read more
  • Pivotal CRM for Mutual Fund Wholesaling

    To compete in today's crowded market, you need to be strategic about resource allocation and take a strategic approach to managing broker-dealer channels. To achieve this, you need better insight into broker relationships and profitability. CDC Pivotal CRM for Mutual Fund Wholesaling is an... Read more
  • Pivotal CRM for Wealth Management/Private Banking

    Clients seeking out your private banking services today are more cautious than ever. To win your share of their business, you need to demonstrate a level of personalized service that makes you stand out from competing firms.CDC Pivotal CRM for Private Banking helps you streamline operations,... Read more