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- CRM: The Essential Guide
- This paper distills insights from Pivotal customers and prospects, industry analysts, and journalists into five key principles for CRM success. These five principles can be used as a guide for selecting the right solution, and ultimately, delivering CRM success. The paper features real-world lessons in CRM from companies including Allianz...
- Tags: CDC Software, CRM, Advertising & Promotion, Customer Relationship Management (CRM), Enterprise Software, Marketing, Software
- White papers 2006-01-09
- Building Relationship Capital: Client Relationship Management for the Capital Markets
- Current market trends in both investment banking and equity sales, trading, and research demand a rapid and sophisticated response, not just in terms of corporate strategy, but in the technologies and processes put in place to support these strategic moves. Without the proper technology bedrock - one that builds and...
- Tags: Capital Market, Relationship, CDC Software, Investment, Financial Services, Sales Strategy, Strategy, Finance, Sales, Management
- White papers 2005-10-01
- Productivity Tips for Pivotal Sales: Making a CRM System More Helpful for End Users
- For many sales teams today, a Customer Relationship Management CRM system provides the resources they need to do their jobs. A CRM system serves several functions: it acts as a repository for product information, it streamlines the sales process, it enables salespeople to collaborate, and it acts as a gateway...
- Tags: CRM System, CDC Software, Pivotal Corp., CRM, Customer Relationship Management (CRM), Sales Strategy, Advertising & Promotion, Enterprise Software, Software, Sales, Marketing
- White papers 2005-10-01
- Introduction to Strategic CRM for High-Production Homebuilders
- There has been a great deal of discussion within the homebuilder community regarding the application of customer relationship strategies to marketing, sales, and service-warranty operations. Much of the discussion has centered on a very limited application of this technology in the sales automation area. There seems to be a perception...
- Tags: CDC Software, SFA, CRM, Sales Strategy, Sales Force Automation (SFA), Sales Force Management, Customer Relationship Management (CRM), Enterprise Software, Sales, Software
- White papers 2005-05-18
- Wayne Homes Implements Innovative Automated Marketing and Lead Management Using Pivotal CRM
- Wayne Homes by Centex is a leading builder of award-winning handcrafted homes, providing customers in seven states in the mid- and southeast United States with more than 30 years of experience. Wayne Homes was unable to effectively manage the large number of leads generated from rapid industry growth and successful...
- Tags: CDC Software, Pivotal Corp., CRM, Marketing Research, Marketing
- Case studies
- Sales Representatives at Sage Products Can Manage More Accounts - A Tenfold Increase Since Using Pivotal
- From clinics to hospitals to community care facilities, Sage needs to support them all with its medical devices. The changing industry has resulted in a huge growth in Sage's customer base, so that they are now servicing more than 150,000 customers in the healthcare arena. Keeping track of contact with...
- Tags: TenFold, CDC Software, Pivotal Corp., Sales Strategy, Sales Force Management, Healthcare, Advertising & Promotion, Vertical Industries, Customer Relationship Management (CRM), Benefits, Sales, Marketing, Enterprise Software, Software, Human Resources
- Case studies
- Mikohn Places a Safe Bet With Pivotal CRM
- Mikohn is a diversified supplier to the casino gaming industry worldwide, specializing in "The development of innovative products with recurring revenue potential". The company set out on a search for a Customer Relationship Management CRM solution that could help tie together all of Mikohn's disparate customer information and ensure that...
- Tags: CDC Software, Pivotal Corp., CRM, Mikohn, Sales Strategy, Advertising & Promotion, Customer Relationship Management (CRM), Sales Force Management, Enterprise Software, Strategy, Sales, Marketing, Software, Management
- Case studies
- Pivotal Case Study: Holophane Corporation
- Much of Holophane's success is directly attributable to the work of Holophane's direct sales team, which is known within their industry for their work in providing customized lighting design and product assistance in creating lighting solutions based on unique customer needs. Although Holophane's strength has always been in its ability...
- Tags: CDC Software, Pivotal Corp., Manufacturing, Sales Strategy, Sales
- Case studies
- Biosite Improves Customer Intelligence With Pivotal
- Headquartered in San Diego, California, Biosite Incorporated provides novel, rapid medical diagnostics that improve a physician's ability to diagnose debilitating and life-threatening diseases. When the company's homegrown customer concerns tracking system which required some paper documentation was proving to be too cumbersome, a Biosite team started looking for a system...
- Tags: Biosite Inc., CDC Software, Pivotal Corp., Biosite, Team Management, Customer Relationship Management (CRM), Enterprise Software, Management, Software
- Case studies
- Farm Credit Services of America Doubles Its Net Worth and Increases Its Assets by 60%
- Farm Credit Services of America, based in Omaha, Nebraska, is dedicated to serving the agricultural credit and financial needs of farmers and ranchers in Iowa, Nebraska, South Dakota, and Wyoming. In 1998, Farm Credit Services of America began to reinvent itself with a vision of becoming more accessible, customer responsive,...
- Tags: Asset, America, Nebraska, CDC Software, Insurance, Financial Planning, Strategy, Business Operations, Corporate Insurance, Finance, Management
- Case studies
- Pivotal Case Study: IOB Thomson
- Prior to the implementation of their Pivotal CRM solution, IOB Thomson in Brazil based its sales, telemarketing and customer service activities on stand-alone, administration intensive systems. Today, drawing on the power and flexibility of the Pivotal CRM Suite, IOB Thomson has witnessed an increase in customer retention and satisfaction rates...
- Tags: CDC Software, Thomson Corp., Pivotal Corp., Sales Strategy, Telemarketing, Sales Force Management, Customer Relationship Management (CRM), Product Marketing, Sales, Marketing, Marketing Research, Enterprise Software, Software
- Case studies
- Pivotal Case Study: Warehouse Stationery
- New Zealand owned and operated company, Warehouse Stationery, is renowned as one of the country's leading retailers of major office products, evolving from a stationery category killer to a major office products solution provider, growing sales from $800k to $124million per annum. In addition to its highly successful retail offering,...
- Tags: CDC Software, Pivotal Corp., B2B, Sales Strategy, Sales Force Management, E-business/E-Commerce, Internet, Sales
- Case studies
- Bringing Geographic Information Systems to the World
- As with many large organizations, ESRI has experienced an explosion of customer-related information all over the company. By operating from a coordinated company knowledge base, ESRI concluded that it would be able to ensure that every marketing mailing, technical update, company newsletter or support document distributed by the company could...
- Tags: Environmental Systems Research Institute Inc., CDC Software, GIS, Strategy, Software, Management
- Case studies
- Mold-Masters Extends Its Global Reach With Pivotal
- Headquartered in Georgetown, Canada, Mold-Masters employs approximately 1000 people globally, serving customers in more than 40 countries. Before Mold-Masters implemented a Pivotal CRM system in the late 1990s, the company had developed a homegrown database of customer contacts. But the solution wasn't easy for the field sales reps to access...
- Tags: CDC Software, Pivotal Corp., Mold-Masters, Sales Strategy, Sales Force Management, Customer Relationship Management (CRM), Sales, Enterprise Software, Software
- Case studies
- CARF Manages Growing Demand for Accreditation With Pivotal Solution
- Consumers of human services are demanding higher standards and greater accountability from service providers. CARF is a not-for-profit accrediting body that is addressing this problem by establishing customer-driven standards to help providers measure and improve the quality, value and outcomes of their services. To manage the vast and growing demands...
- Tags: CDC Software, Pivotal Corp., Standards, CARF, Partner Relationship Management (PRM), Quality, Business Services, Enterprise Software, Software, Business Operations
- Case studies
- Pivotal Helps Popular Australian Football Club to Build a Team on and Off the Pitch
- Hawthorn Football Club HFC wanted a solution that had the flexibility and potential to grow with their club, that could integrate into and bring together all their management, administration, marketing and sales data as well as their event management and membership information. Following its implementation of the Pivotal solution, HFC...
- Tags: Team, CDC Software, Pivotal Corp., Sales Strategy, Sales Force Management, Team Management, Workforce Management, Sales, Management, Human Resources
- Case studies
- Pivotal Case Study: Telstra eMerge
- A core business unit of Australia's number one telecommunications provider, Telstra, the eMerge Centre is an innovative and highly cost effective unit charged with testing Telstra's marketing campaigns, product innovations, service offerings and various price points. With a staff of forty Consultants, Campaign Managers, IT specialists and Data Analysts working...
- Tags: Telstra Corp., CDC Software, Pivotal Corp., Customer Relationship Management (CRM), Advertising & Promotion, Enterprise Software, Marketing Research, Telecommunications, Software, Marketing
- Case studies
- Lake Region Manufacturing Streamlines the Quote-to-Contract Process - From One Day to Five Minutes
- For Chaska, Minnesota - based Lake Region, developing and manufacturing medical devices and components to aid in patient treatment has been a daily focus for more than 35 years. One of the company's real challenges lay in trying to find better ways to quickly provide price quotations to customers. All...
- Tags: Patient, CDC Software, Manufacturing
- Case studies
- Pivotal Case Study: Allianz Dresdner
- Allianz Dresdner Asset Management UK Ltd is an asset management company with £5 billion under management offering a broad range of products for both institutional and retail clients and their advisers. Allianz Dresdner Asset Management recognised the value that a highly responsive CRM system could bring to their business, enabling...
- Tags: CDC Software, Pivotal Corp., Asset Management, Customer Relationship Management (CRM), Sales Strategy, Enterprise Software, Investment, Operational Planning, Business Operations, Software, Sales, Finance
- Case studies
- NSCU Achieves Dramatic ROI With Pivotal CRM
- North Shore Credit Union needed to better match up services to members in order to improve customer retention, increase profitability and provide superior service in an increasingly competitive environment. The goal of this more personalized service was to ensure that instead of waiting for a member to initiate a loan,...
- Tags: Financial, ROI, CDC Software, Pivotal Corp., CRM, NSCU, Financial Accounting, Mortgages, Customer Relationship Management (CRM), Enterprise Software, Finance, Capital Structures, Software
- Case studies
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