Pivotal CRM: The Market s Most Innovative CRM Solution

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1 Pivotal CRM: The Market s Most Innovative CRM Solution

2 Pivotal CRM: Microsoft Partner of the Year

3 Why Your Business Will Love Pivotal CRM BUSINESS INNOVATION

4 What Is Business Innovation? Business innovation means developing and implementing unique added value that the customers adopt. The more unique and the bigger your head start over the competition the better your chance of success with the customers, not to mention your operating results. Capgemini

5 Our Customers DNA Are You a Match? Want to be leaders, not just like every other company View their needs as more than just CRM Have unique and/or complex business processes Use business processes as a competitive differentiator Invest in automating and enhancing business processes Leverage and extend the value of Microsoft technology Differentiation Innovation Processes & Productivity CRM+ Microsoft Technology

6 The Pivotal Difference High Uniqueness/ Complexity of Business Practices Low OOTB CRM Scope of Deployment xrm/ CRM+

7 Our distinctive competence is our flexibility to enable our customers innovation Unique Uniqueness of Business Processes OOTB CRM Type of Business Processes CRM+ A/R and GL IT service requests Billing and invoicing Contracts management Shipping and receiving Order management Event management Facilities management Registration management Membership management Price management Asset management RFP management Resource scheduling HR management Education class scheduling Project tracking Resource management Portfolio management

8 Conclusion: Our Customers Are Business Innovators PIVOTAL CRM: THE MOST INNOVATIVE FRONT-OFFICE SOLUTION IN THE WORLD

9 The Complete Package Marketing Automation Lead Management Sales Force Automation Service Automation Complaint Management Customer Intelligence Partner Management Mobile CRM But how is that different from any other CRM vendor?

10 The Pivotal Difference: It s Your CRM Pivotal CRM gives you the power to create a custom solution without a custom timeline or price tag It s complete out of the box but also completely customizable: Your processes Your portal elements Your organization structure Your form design Your competitive differentiators

11 Why Your Users Will Love Pivotal CRM PIVOTAL CRM: LOVE AT FIRST USE

12 What Other CRM Companies Won t Tell You The secret to CRM success? User adoption No usage = no value Steep learning curve, lack of personalization, poor business fit: obstacles Time savings, convenience, comfort: incentives You need a CRM system your users will love

13 Pivotal CRM: Loved by Users Familiar Features 2 In-Context Task Pad 3 Role-Based Navigation 4 Easy Searching 5 Personalized Dashboard

14 Microsoft Technologies Embedded

15 Pivotal CRM Suite Sales Marketing Service eservice & epartner Customer Intelligence Pivotal Sales Pivotal emarketing Pivotal Service Pivotal eservice Predictive Modeling Miller Heiman Edition Pivotal Mobile Pivotal Handheld CDC MarketFirst Pivotal Contact Center PICUE Pivotal eservice Call Scripting Customer Self- Service Statistical Analyis Business Intelligence

16 Pivotal CRM Suite Pivotal Sales Pivotal Service Key Features Customer and Contact Profiling and Management Lead and Opportunity Management Quote, Proposal, and Order Management Revenue Forecasting Sales Force and Territory Management Mobile Sales Force Support Expense Management Microsoft Outlook Integration Key Features Service Request and Issue Management and Tracking SLA and Escalation Management Online Issue Resolution Time and Activity Tracking and Management Internal and External FAQ/Knowledgebase Management Product Registration and Contract Management

17 Marketing Automation Pivotal emarketing CDC MarketFirst Key Features Flexible Campaign Designer Scheduled and Recurring Campaigns Personalization Results Reporting Bounce-Back Tracking Preference Management Batch ing Dynamic Sender Address Self-Service Opt-In and Opt-Out Key Features Campaign Management and Execution Lead Qualification, Distribution, and Tracking List Management, Segmentation, and Profiling Real-Time ROI Calculation and Analysis Customer Preference Tracking Multi-Lingual Capabilities

18 Customer/Partner Portals eservice epartner Key Features Key Features 24x7 Self-Service and Knowledgebase Access Message Center for Alerts and Time- Sensitive Information Order and Contract Tracking Product Feedback and Registration Personalized Customer Portal Profile Management, Delegated Security, and Self-Service Reporting Key Features Key Features Partner Lifecycle and Recruitment Management Service Request Management and Knowledgebase Opportunity, Forecasting, Quote, and 24x7 Order Management Lead Submission, Distribution, and Management Sales and Marketing Tools, Including Literature Fulfillment Operational Reporting Partner Profiling and Role-Based Security

19 Additional Applications Mobile CRM Analytics Key Features Pivotal Mobile Client Full Offline Functionality on a Laptop Microsoft Office Integration Application Synchronization Centralized Administration Pivotal Handheld Device-Resident Application for BlackBerry Local Storage for 40,000+ Records Fully Customizable Secure Solution Pivotal Wireless Wireless Read/Write Access Device Independent Key Features Based on Microsoft s integrated BI platform Open interface to BI viewers and analysis tools End-to-end solution with packaged: Data-mart schema (SQL Server 2000 Data Warehouse and Microsoft Analysis Services Cubes Data integration and ETL routines Pre-defined process for building a custom BI solution, including built-in set-up wizards and tuning of the SQL Server database Integration with Microsoft Office

20 Sales Reps: Help Me Sell More! Streamlined workflows 360-degree view Outlook integration Mobile CRM

21 Users Love It! Our users love the tight integration with Outlook. Don Patulo, Senior Director of Sales Support, and Training Sysmex America Inc. Outlook integration saved time and made a big difference for the sales force. Judy Dietz, Pivotal Application Manager ECCU

22 Sales Executives: Give Me Insight! Real-time visibility Sales methodology Visibility without micro-management Responsive management tools

23 Service Reps: Help Me Help Customers! Complete customer picture Call routing Detailed knowledgebase

24 Service Depends on It! Our CSRs love Pivotal CRM for the instant insight it gives them into customer information and history. Liza Klokow, Client Services Project Manager Essential Industries Inc.

25 Service Managers: Help Me Balance Cost and Quality! Embedded workflows and scripts Service-level management Escalation management Self-service Management tools

26 Marketers: Help Me Reach My Audience! Marketing automation Powerful segmentation Personalized communications Lead routing Recipient self-service Reusable campaigns

27 Marketing Managers: Help Me Prove ROI! Campaign result tracking Marketing project reporting Lead source tracking Customer analysis

28 Why Your IT Department Will Love Pivotal CRM UNPARALLELED FLEXIBILITY

29 The Power to Innovate Build Grow Adapt

30 Pivotal CRM: The World s Most Flexible CRM Solution and Platform The flexibility and ease of customization were the most important reasons for selecting Pivotal CRM. I don t think we would have been able to achieve anywhere near the same level of customization in any other product with the limited resources we have. David Arbuthnot, Vice President of IT Multiple Sclerosis Society of Canada MENU

31 Pivotal CRM Solution Map

32 Why Your CEO Will Love Pivotal CRM LOW TOTAL COST OF OWNERSHIP

33 Pivotal CRM: Low TCO Leverages existing technology and skill sets Fast and cost-effective to configure, integrate, and customize Easy to adapt to evolving business needs Powerful application development platform Fuels innovation and business agility Delivers your vision, your way

34 It s About Compatibility, Not Features Choosing the right CRM system is about finding the right long-term match Look at underlying attributes, not just bells and whistles Pivotal CRM is about usability, flexibility, productivity, and innovation

35 Partner for Success CRM success takes more than just software CDC Software offers: A strong professional services organization Industry expertise A full continuum of deployment and maintenance services as little or as much as you need Additional services you need to succeed: change management, strategy planning, communications planning, user training, and more

36 Who We Help Pivotal CRM customers worldwide Bankers Bank

37 Who We Help Pivotal CRM customers in Singapore

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