Pivotal Sales

Pivotal Sales delivers a comprehensive set of tools that help manage all the information your sales team needs. It empowers salespeople to manage their opportunities and drive deals toward closure intelligently. It also enables sales managers to effectively manage sales pipelines, assign territories, forecast revenues, and report on performance.

As each opportunity progresses, Pivotal Sales helps you build out a 360-degree view of your prospect, giving you the insight to sell strategically and build lasting, profitable customer relationships. The result is high productivity and more fruitful sales calls and meetings.

Pivotal Sales allows for quick, easy, and cost-effective implementation of your sales process—no matter how complex—allowing every salesperson in your company to leverage your sales methodology in a repeatable manner, shortening sales cycle times and improving close ratios.

Complete Sales Force Automation

  • Microsoft Outlook Integration
  • Microsoft Office Data Interaction
  • Team Selling
  • Quote and Proposal Management
  • Revenue Forecasting
  • Territory Management
  • Mobile Solution
  • Call Scripting
  • Opportunity Management
  • Relationship Management
  • Team Selling
  • Sales Efficiency Tools
  • Multi-Channel Sales Integration
  • Automated Price Calculations
  • Discount Management
  • Order Management
  • Competitive and Industry Intelligence
  • Expense Management
  • Sales Analytics

Make Your Sales Process Your Competitive Edge

A consistent, methodical approach to sales is the key to closing deals and edging out your competition. Embed proven best practices by making Pivotal Sales the hub of your sales activity. Even more importantly, Pivotal Sales is flexible enough to mirror your company's existing sales process. There's no need to abandon your tried-and-tested processes to fit the technology; Pivotal Sales fits the way you work.

Know Your Customers with a Crystal-Clear View

To really meet customer needs, salespeople need superior insight into their contacts' preferences and behaviors and the ability to respond accordingly. A single, integrated roll-up of rich, unified customer information helps you sell more effectively and strategically.

Pivotal Sales enables teams to work together to close deals—faster—by providing a single place to access and update critical information, track opportunities throughout the sales cycle, and record every related interaction at each stage of the sales process. This lets salespeople better manage their accounts and plan each customer interaction more effectively.

Accelerate the Sales Cycle with Productivity-Enhancing Tools

The Pivotal SmartPortal is a one-stop-shop for all the most relevant information a salesperson needs: a personalized homepage of top activities, contacts, metrics, and opportunities, with easy links to deeper information.

Pivotal Sales includes a price management solution that can help companies manage discount thresholds and volume commitments, ensuring accurate, competitive pricing that adds to the bottom line. Sales teams can track both their own contract expirations and those of competitors, ensuring contracts are renewed and competitor contracts replaced.

Integrate with Other Everyday Tools

Pivotal CRM is fully integrated with every salesperson's front-office productivity tool of choice, Microsoft Office. Sales teams can take advantage of such features as one-click access to Pivotal data from Microsoft Office applications, as well as one-click storage of Microsoft Outlook e-mails that ensures all valuable prospect and customer interactions are captured in their Pivotal CRM system.

Improve Revenues with Better Pipeline Management

Accurate real-time information about deal and opportunity status helps sales managers and executives track progress against goals for more proactive pipeline management. Identify issues and roadblocks before they jeopardize deals.

Accurately Forecast Revenues

All lead, prospect, and sales information is gathered in a single database, allowing sales managers to produce consolidated, accurate revenue forecasts in real time. Quickly and easily analyze data to reliably predict business performance.