Prepare for meetings and engage with customers on the go, update
account information where and when you want, and never be out of touch
Pivotal Handheld eliminates down-time so Pivotal Handheld delivers access to key customer data and sales
mobile sales reps can be more productive.
functionality on BlackBerry® Wireless Handheld™ and Windows
• Work anywhere, anytime, while seamlessly Mobile devices, regardless of whether a wireless network connection
roaming into and out of wireless connection
areas, or work completely disconnected
in wireless dark spots such as airplanes,
hospitals, and remote, rural settings Increase Sales Productivity
Sales reps’ most precious commodity is their time. Mandated to spend more time in selling
• Sell on the go, utilizing Pivotal Handheld’s
situations with decision-makers, they struggle to find time to perform administrative tasks, update
rich, intuitive UI to rapidly navigate and
account information, and prepare for meetings. Mobile sales personnel who are always on the go
reference/update key data stored locally on a
face even greater challenges allocating their time effectively. Any down-time directly impacts their
RIM BlackBerry® or Windows Mobile device,
ability to close a deal in a timely manner.
ensuring high responsiveness no matter
where you are Pivotal Handheld is a device-resident application that provides continuous rapid access to key
• Accelerate the sales cycle, sending information, regardless of wireless network access, bandwidth, or quality of connection, letting
requests for sales manager approvals, salespeople review comprehensive information immediately prior to meetings—or even during the
advancing deals to the next stage, and even meeting, checking off options with the customer at each stage of the sales process.
closing business—all while in the field Pivotal Handheld maximizes sales productivity and effectiveness by providing mobile sales
To learn more about Pivotal Handheld and how personnel with access to the information they need, whenever and wherever they need it.
it can address your firm’s unique needs, call Customer accounts can be updated at any time, allowing mobile users to take advantage of
+1 877-PIVOTAL (+1 877-748-6825). breaks between customer meetings to update data while the details are still fresh, instead of
having to spend extra time at the end of their day.
Profit from Up-to-Date Information
Sales managers need to understand the status of each deal as it progresses. Delays by sales
reps in updating the CRM system make it difficult to generate accurate revenue forecasts or track
employee performance against quotas in a timely manner. In addition, time-sensitive deals that
require manager approval can be unduly delayed.
With quick, easy access to key Pivotal CRM functionality through Pivotal Handheld, sales reps are
able to provide account updates during or immediately following customer meetings, accelerating
the flow of information within the organization. As a result, sales managers have up-to-date metrics
on every deal, enabling them to grant approvals promptly, push deals forward at every stage, and
help close business sooner, while seamlessly managing all their mobile sales personnel without
resorting to time-consuming phone calls.
Drive CRM User Adoption and Extend ROI
Taking a business application mobile can increase the cost burden to an organization by
increasing IT administration loads and requiring expensive hardware purchases (such as laptops
or tablet PCs). In addition, the wireless mobility industry is still facing a number of growing pains,
including inconsistent wireless coverage, bandwidth, and service, which can result in dropped
connections and sluggish performance—all of which frustrate users, reducing their likelihood
Pivotal Handheld removes roadblocks to adoption through the use of a highly responsive
device-resident application that is “always on,” eliminating common wireless issues. As a result,
mobile sales personnel can continue working seamlessly while roaming into and out of cellular
Perform key sales tasks on your mobile device— range. Pivotal Handheld gives companies the opportunity to extend the ROI they have realized
regardless of network connection from their in-office CRM implementation in a cost-effective manner.
Pivotal CRM | Datasheet
Offline Availability Ensure mobile sales personnel can always be productive. Pivotal Handheld is a device-resident application,
so its functionality is available to users whether or not they are connected to the network.
Wireless Data Access Provide access to key Pivotal CRM customer data from any wireless data network provider.
Key Functionality Get read/write access to Companies, Contacts, Opportunities, and Activities out of the box, along with the ability
to tailor the application to include any functionality in the Pivotal CRM system.
Local Data Storage Store up to 40,000 records per 32 MB RAM (on average) locally to facilitate application responsiveness.
Changes to data are stored locally and forwarded to the central CRM system when the cellular network
connection is reinstated.
Remote Deployment Deploy new users over the air, with no hands-on setup by the IT team. Mobile users can request their own initial
data load. Subsequent application changes are distributed via a similar mechanism.
Customization Toolkit Customize the Pivotal Handheld application without extensive coding using a GUI-based customization toolkit.
Add business objects, logic, and fields; define the data set for individual users; and modify the UI and application
flow. Any customizations made to the Pivotal CRM system can be reflected on the device-resident application,
allowing customizers to tailor the mobile solution to ensure a 100% fit with each business’ unique needs.
Data-Security Features Keep mobile data secure. Pivotal Handheld leverages the BlackBerry platform to provide data encryption,
application authentication, and the ability to remotely “kill” a device. It also provides security-policy enforcement
and the ability to secure data on the BlackBerry even when it is disconnected.
Streamlined Interface Quickly reference key information using the rich user interface; call or e-mail a contact directly from the contact
record; mark key records for quick access; and increase mobile sales rep efficiency.
Portable Design Travel light without limiting the ability to engage customers on the go. Pivotal Handheld resides on the RIM
BlackBerry and/or Windows Mobile device (not included).
BlackBerry Client Windows Mobile Server Requirements
Requirements Client Requirements
Operating System(s) BlackBerry OS 4.0, 4.1, Windows Mobile OS 6, • Windows 2000 Server and Advanced Server Service Pack 4
4.2, 4.3, 4.5, 4.6, or 4.7 6.1, or 6.5 (Pocket PC or
• Windows 2003 Service Pack 1 Standard and Enterprise Server
Processor & RAM 32 MB RAM • 32 MB RAM • 2.4-GHz Xeon™ processor (dual Xeon recommend for
deployments of 200 or greater BlackBerry devices)
• 624 MHz or equivalent
processor • 2 GB RAM
Take the Pivotal Step with Pivotal® Handheld
To learn more about how Pivotal CRM can address your unique needs, call +1 877-PIVOTAL (+1 877-748-6825) or visit us at www.PivotalCRM.com.
Copyright © CDC Software 2009. All rights reserved. The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.