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Company Summary
Pivotal CRM, a CDC Software solution

Overview: Pivotal CRM is a powerful solution for firms that want to use CRM to model and streamline their unique processes. With unmatched flexibility and customizability and Microsoft applications seamlessly embedded, Pivotal CRM is built for user adoption.

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Solutions offered by Pivotal CRM, a CDC Software solution.
Research offered by Pivotal CRM, a CDC Software solution

Beyond the Thin Client: Why a Smart Client CRM Solution May Be a Smarter Choice by Pivotal CRM, a CDC Software solution. November 11, 2009 - This white paper compares and contrasts the two primary alternatives to thin clients and examines the differentiating characteristics that could impact your CRM implementation. Read on to learn why a smart client CRM solution may be a smarter choice.

  View Beyond the Thin Client: Why a Smart Client CRM Solution May Be a Smarter Choice research abstract

Client Relationship Management for Asset Managers by Pivotal CRM, a CDC Software solution. February 20, 2009 - This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.

  View Client Relationship Management for Asset Managers research abstract

CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs by Pivotal CRM, a CDC Software solution. February 20, 2009 - This paper explores core principles companies can use to help them select a CRM system.

  View CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs research abstract

CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs by Pivotal CRM, a CDC Software solution. November 11, 2009 - This white paper provides everything the CIO and IT team must know to evaluate a CRM system based on the critical business and technical issues that matter to IT directors and chief information and technology officers.

  View CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs research abstract

CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs by Pivotal CRM, a CDC Software solution. July 23, 2009 - How can a company ensure that their marketing department's needs are represented when choosing an enterprise-level CRM system? This white paper provides core principles companies can use to help them select a CRM system that each marketing team member feels was built just for them.

  View CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs research abstract

CRM Built for Sales: The Executive Guide to Selecting CRM That Meets Sales Needs by Pivotal CRM, a CDC Software solution. February 20, 2009 - This white paper provides core principles companies can use to help them select a CRM system that each sales user feels was built just for them.

  View CRM Built for Sales: The Executive Guide to Selecting CRM That Meets Sales Needs research abstract

CRM: THE ESSENTIAL GUIDE - Five Principles for CRM Success by Pivotal CRM, a CDC Software solution. February 20, 2009 - This paper explains how, Customer Relationship Management (CRM) is first and foremost a strategy. This guide provides insight to help you take a more customer-centric view of your business.

  View CRM: THE ESSENTIAL GUIDE - Five Principles for CRM Success research abstract

Empowering the Mobile Enterprise by Pivotal CRM, a CDC Software solution. February 20, 2009 - This paper explains how enterprises can achieve a competitive advantage by giving remote workers access to complete CRM application functionality, with or without network connectivity.

  View Empowering the Mobile Enterprise research abstract

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution. February 20, 2009 - In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.

  View Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools research abstract

How to Ensure That Your Employees Will Want to Use CRM by Pivotal CRM, a CDC Software solution. February 20, 2009 - This paper outlines the technology building blocks that enable you to create an information-rich environment that empowers your workforce to perform at its peak. Learn how to use data to its fullest--without having to become IT experts.

  View How to Ensure That Your Employees Will Want to Use CRM research abstract

How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market by Pivotal CRM, a CDC Software solution. February 20, 2009 - In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty.

  View How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market research abstract

Microsoft Podcast: Pivotal CRM Innovates with Microsoft Technologies by Pivotal CRM, a CDC Software solution. November 18, 2009 - This podcast explains how Pivotal 6 increases user adoption and productivity by mirroring the familiar Microsoft interface and embedding Microsoft Outlook and SharePoint within the CRM system.

  View Microsoft Podcast: Pivotal CRM Innovates with Microsoft Technologies research abstract

Pivotal CRM: Built For Sales by Pivotal CRM, a CDC Software solution. July 23, 2009 - In this multimedia demo, learn how Pivotal CRM's flexible, innovative features and design give sales users an edge and make them feel the system was built just for them.

  View Pivotal CRM: Built For Sales research abstract

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution. February 20, 2009 - This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity.

  View Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty research abstract

The Last Software You'll Ever Buy? The CRM Platform as Development Platform by Pivotal CRM, a CDC Software solution. November 18, 2009 - Can't decide whether to build or buy a CRM system? This podcast presents a third solution that is an application development platform that provides the building blocks for faster, cost-effective application development that achieves a better fit for your business’ processes.

  View The Last Software You'll Ever Buy? The CRM Platform as Development Platform research abstract

The Technology of Innovation: Using CRM to Enable Customer-Centric Innovation by Pivotal CRM, a CDC Software solution. October 19, 2009 - This white paper highlights the important role technology can play in the innovation process and looks at how a customer-focused approach to innovation can be supported by flexible customer relationship management tools. It explains how businesses can use CRM to foster and implement customer-centric innovation, enhancing the customer experience.

  View The Technology of Innovation: Using CRM to Enable Customer-Centric Innovation research abstract

The Top 3 Reasons CRM Initiatives (Still) Fail - And How To Avoid Them by Pivotal CRM, a CDC Software solution. June 09, 2009 - This white paper looks at the top three reasons that CRM initiatives fail to achieve their goals and provides clear, practical recommendations for ensuring that your CRM initiative avoids these pitfalls and delivers desired returns.

  View The Top 3 Reasons CRM Initiatives (Still) Fail - And How To Avoid Them research abstract

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