Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price.
Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM, there was an immediate impact and we became more effective. Bill Kale l Director of IS l Sage Products 2
Big Businesses Aren t the Only Ones with Big Needs Pivotal CRM for SMB: Bigger CRM for Smaller Businesses To grow your business, you need a customer relationship management (CRM) solution that provides a complete view of your customers across sales, marketing, and customer service, so your teams can collaborate, win new business, build a loyal customer base, and respond effectively to new opportunities. Unfortunately, CRM software tends to fall into two main categories: big CRM for big enterprises complex software that takes months (and sometimes millions) to implement and small CRM for smaller businesses simpler, packaged CRM that can get up and running quickly at a cost and level of effort smaller businesses can manage. One problem: Just because a business is smaller, it doesn t mean its CRM needs are. Many small and midsized businesses select a packaged small-business CRM system because it s easy and affordable, only to find themselves held back by its limitations: fewer features, less flexibility, clumsy user interfaces, weak marketing automation the list goes on. They outgrow these overly simple systems but can t afford to move up to enterprise CRM, so they find themselves stuck in the middle and forced to settle for less than they need. Finally, there s a true alternative for small and mid-sized businesses: a robust, full-featured CRM system with enterprise-class features, without the need for an enterprise-sized budget or resources to implement and maintain. Allow us to introduce you to Pivotal CRM for Small and Mid-Sized Business (SMB). Pivotal CRM for SMB is an award-winning Microsoftbased customer relationship management solution, offering all the features of enterprise-class CRM, but designed and priced for easy, affordable roll-out and maintenance by small and mid-sized businesses. You get the rich feature sets offered by the big guys, but without the big price tag or the complex, expensive implementation process and maintenance effort. With comprehensive tools for marketing automation, sales force automation, and customer service, Pivotal CRM for SMB supports all of your company s customer-facing processes and gives you the power to centralize all customer information and collaborate effectively across departments. No more spreadsheets, data hunts, and duplication of effort! It s full-featured CRM, right-sized for SMBs that don t want to settle for less. Pivotal CRM for Small & Mid-Sized Business page 3
Microsoft-Based CRM Means More Value for You Pivotal CRM for SMB is built on and integrated with the Microsoft technologies your company already uses, so it s easy to use and extends the value of your company s existing technology investments, lowering your total cost of ownership. Its foundation is the Microsoft.NET Framework, an industry-leading standard (so there s no need to find experts with obscure proprietary programming skills). It even comes with the Microsoft Visual Studio forms designer, a powerful graphical tool, built in, so forms can be configured and personalized without any programming at all. It also includes a powerful yet easy-to-use ToolKit based on Microsoft technology that you can use to configure and personalize the system to meet your unique needs in no time. Best of all, Pivotal CRM for SMB embeds Microsoft Outlook and Microsoft SharePoint right within the system and integrates seamlessly with the Microsoft Office tools your employees use today, which means users can work within the familiar tools they already use and avoid switching back and forth between systems: it s just one fluid user experience to move between Microsoft applications and Pivotal CRM for SMB. Your users can easily look up CRM data with a single right-click on a name or piece of information in their e-mail, Excel spreadsheet, Word document, or even PowerPoint presentation, making it a real timesaver and crowd-pleaser. Meanwhile, its use of leading content management system Microsoft SharePoint means documents can be stored wherever they re most valuable within the CRM system or workflows and shared easily with other parts of the organization. SharePoint also enables fluid collaboration and powers dashboard portals that dynamically push personalized alerts and data to users so they don t have to go looking for it! No other CRM system offers such a seamless, elegant experience combining CRM and Microsoft technologies. Even Microsoft thinks so: they awarded us Partner of the Year Award for Information Worker Solutions Office Deployment based on the exceptional value this provides to users of both product suites. 4
CRM Your Users Will Love No matter which CRM system you select, it s only valuable if users actually use it. That s why the true measurement of success is user adoption. Pivotal CRM for SMB has been designed from the ground up to be a system your users will love. It helps them do their jobs more effectively by keeping them organized and alerting them to relevant and timely information and action items, ensuring consistency and focus. Familiar Interface: Minimize the Learning Curve The Pivotal CRM interface and navigation is designed to closely mirror the Microsoft interface your users are already familiar with. Finding their way around and learning to use the tools is therefore fast, intuitive, and comfortable, cutting down on training time and costs. Task-Based Navigation: Get There Faster Full-featured CRM is important, but too many bells and whistles can make any system overwhelming. Pivotal CRM s task-based navigation presents handy one-click commands that change to match the page context as the user navigates the system, making it easy to beeline straight for the features you need. Integrated Tools: Create a True Hub Because Pivotal CRM is pre-integrated with the Microsoft tools your employees use every day, users can move seamlessly between systems and leverage rich CRM data within Microsoft applications, eliminating cumbersome application switching and increasing productivity. Embedded Processes: Mirror Your Workflows The inherent flexibility of Pivotal CRM enables you to reflect your company s workflows, standards, terminology, and data models, embedding your company s processes right there in the system and giving users a solution that works the way they do. By automating workflows, call plans, methodologies, and reminders, you can help your users be effortlessly consistent, organized, focused, and effective. Personalization: Make It Your Own Pivotal CRM is designed to be personlized to fit your company, user groups, and individual users. Every section, link, report, and label can be adjusted to match your company s processes and naming conventions. Users can configure their dashboard to show the information that is most relevant to them their key contacts, tasks, leads, calendar items, and more. The flexible SharePoint Web Parts structure allows a virtually limitless variety of components to be integrated into the user dashboard, including third-party applications and data feeds, making it the user s top destination for all the information they need. Pivotal CRM for Small & Mid-Sized Business page 5
Support Your Customer Experience From End to End To offer a fluid customer experience, you need an integrated solution that spans all of your customer-facing processes, from first marketing contact through the sales process to ongoing relationship management and service. The flexible Pivotal CRM for SMB suite enables you to deliver consistent, exceptional experiences of your design across the customer lifecycle, building trust and loyalty. It also gives you business insight and reporting capabilities that span the business, enabling you to make more informed decisions. Marketing Pivotal CRM for SMB offers an easy-to-use e-mail marketing solution that allows you to leverage the power of your CRM system to generate precisely segmented lists, create and send electronic communications, and monitor key campaign success metrics. Pivotal CRM for SMB gives users a range of message personalization and automation options, and templates can be set up to strengthen branding consistency and enable high-quality e-mails to be created quickly and easily. E-mail and Print Campaign Creation and Execution List Management and Segmentation Bounce-Back Tracking and Management Personalization and Preference Management Budget Management and ROI Tracking And much more Sales Streamline and accelerate sales cycles with automated workflows that model your sales methodology. Pivotal CRM for SMB s sales force automation features are among the most flexible and powerful in the industry. Reduce administrative burden on salespeople to free up more selling time and keep them focused on success, while giving sales management the tools to effectively monitor and manage sales outcomes. Sales Activity Management Opportunity Management Multi-Channel Sales Integration Product Configuration Reporting And much more Customer Service Accelerate incident resolution and improve customer satisfaction by implementing efficient, repeatable customer-service processes. The Pivotal CRM for SMB suite includes a complete service automation solution that helps service representatives capture, manage, and resolve customer service and support requests quickly, while never losing sight of up-selling and cross-selling opportunities, enabling you to turn cost centers into profit centers. 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 And much more Additional Modules When you re ready to expand your CRM implementation, we have additional add-on modules and products for you to explore: Self-Service Customer Portal Mobile CRM Social CRM Partner Management Analytics Data Management And much more Territory Management Quote and Proposal Management Pipeline Management and Revenue Forecasting Team Selling 6
The Bottom Line: Exceptional Value and Flexibility CRM That Grows with You Enterprise-class CRM features with SMB-friendly pricing, ease of deployment, ease of use, and ease of maintenance: you won t find better software or value anywhere. Not only that, but you have your choice of two flexible pricing approaches to choose from: Standard Pricing Package Simple and Affordable Pricing from USD $750 per user First-year maintenance and support fee is included Monthly Pricing Package Strategic CRM at an Operational Price! Pricing from USD $39 per user per month Maintenance and support fee is included in price Pricing above applies for implementations of up to 40 users. Some restrictions and minimums apply. For full pricing details, please contact your Pivotal CRM Partner account manager. Pivotal CRM for SMB is designed to give you everything you need, with no hidden fees or surprises. First-year maintenance and support are included in our standard pricing package, and thereafter, ongoing maintenance and support are highly affordable from only $150 per user per year, while our monthly pricing package includes maintenance and support in the monthly fee. Pivotal CRM for SMB gives you a predictable total cost of ownership for a flexible, highquality CRM solution that offers everything you need. For many businesses, their current size is just a stepping stone on their way to bigger things. Effective CRM helps companies streamline and standardize processes, reach more prospective customers, deepen their customer relationships, and take their business to the next level. Unfortunately, some companies become victims of their own success: no sooner have they reaped the benefits of CRM than they ve outgrown it, and they then have to start the challenging process of moving up to enterprise CRM. With Pivotal CRM, this need never be the case. As a company grows, the system has the power and flexibility to grow with them, scaling to accommodate more users, locations, languages, currencies you name it. Its market-leading flexibility enables you to easily customize the system to accommodate increasingly complex processes and needs. You can even take advantage of the underlying Pivotal Platform to build out entirely new applications! When selecting a CRM system, most small and mid-sized businesses are looking for a solution that fits their current needs and budgets. An enterprise system is beyond their means and scope. With Pivotal CRM for SMB, you don t need multi-milliondollar budgets and staff to get rich, comprehensive CRM that supports your full customer relationship management needs: you get a user-friendly, fast-toinstall, easy-to-maintain CRM solution priced within your means and capable of supporting not just your immediate needs today, but your growth and evolution tomorrow. Pivotal CRM for Small & Mid-Sized Business page 7
Get Big CRM Benefits for a Small Price! Contact us today for more information about Pivotal CRM for SMB and how it can help your business excel. Learn more about Pivotal CRM at www.pivotalcrm.com Copyright CDC Software 2010. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.