Mobile CRM

Today's leading businesses are agile—and mobile. Executives, service agents, and salespeople are all increasingly called upon to do business wherever they are, whether it's on-site at a client or partner office, on a plane, at home, or in a hotel room. They can't afford to be slowed down by not having the access they need to client information and CRM tools and resources.

Pivotal Mobile CRM solutions ensure business activities are never delayed because of limited access to critical data. By making Pivotal CRM available via laptops and mobile devices—including tablet PCs, PDAs, Web-enabled phones, and other wireless tools—companies can turn down-time into productive time, which translates into improved effectiveness, new efficiencies, and increased profits.

Our mobile solutions include a range of options that can be deployed separately or in combination to best suit the diverse mobile needs of our customers.

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  • Pivotal Mobile Client: Give your users access to the tools and information they need, even when disconnected, with full offline functionality.
  • Pivotal Wireless: Deliver key business functionality to mobile personnel on their wireless devices such as cell phones or web-enabled PDAs.
  • Pivotal Handheld: Get important CRM information and functionality on BlackBerry® handheld devices, regardless of connectivity.
  • Intellisync for Pivotal: Provide bi-directional synchronization of personal information manager (PIM) information for mobile users to ensure consistency and accuracy of date.

The Power of Pivotal Mobile CRM

Pivotal Mobile CRM solutions empower employees to close more deals, accelerate the sales cycle, increase customer satisfaction, and improve sales and service processes.

  • Improve Productivity: Optimize employee productivity by ensuring the data and tools they need are always accessible to them. Eliminate time spent waiting for information to be sent from the office and ensure time spent "on the road" is consistently productive.
  • Increase User Adoption: Provide mobile CRM access to extend the usefulness and value of the application for users, promoting wider usage and adoption.
  • Accelerate Sales Cycles: Give sales users access to rich information about clients, prospects, products, contacts, and contracts to enable them to respond more quickly to leads, identify bottlenecks and recover from problems faster, outmaneuver competitors, and immediately give customers the answers they want, accelerating closing activities and driving higher revenues.
  • Improve Business Collaboration: Give field users access to the full resources of the company through mobile CRM, enabling them to share information and collaborate with in-office experts in real time to close deals and provide rapid service.
  • Improve Customer Satisfaction: Empower your users to give fast, informed answers on the spot and follow up instantly on customer requests, giving customers an exceptional experience in all interactions with your company.