Pivotal CRM Money Market Directories Integration Access and apply rich information about plan sponsors, consultants, and investment advisers right within Pivotal CRM Pivotal CRM MMD integration enables Standard & Poor Money Market Directories (MMD) is the pre eminent institutional asset managers to access and use MMD data more conveniently.
CDC Customer Relationship Management Customer-driven CRM makes it easy to connect the dots. CDC Customer Relationship Management 1 Customer-driven CRM is driven by what keeps you up at night. It’s driven by what your customers need. 2 With the right CRM comes the opportunity for Along the way, IT managers need an integrated companies to really get to know their customers, set of technologies—from websites to databases their needs, preferences and their buying and data mining tools—to make it work. patterns. More than ever, companies require an integrated strategy that supports customers At CDC Software, our customer-driven CDC from the moment they enter the front door—or Pivotal CRM matches business strategies to website—to the time they make a purchase, and the technologies needed to make them work, beyond. They need a solution that helps them resulting in increased market share, improved connect the dots. customer satisfaction, and a higher retention rate. So, now, you can be the company you’ve always wanted to be. CDC Customer Relationship Management 3 Build, grow, and drive your business forward. Customer-driven CRM makes your staff more productive, your sales processes more effective, and your customers happier. Build outward-in. Grow upward. CRM is designed to maximize your CRM listens to your customer, understands competitive advantage—it starts by their needs, and provides them with mapping to your customers’ needs. support through processes that engage and interact, rather than contain and box in. Mirror your unique business processes. Most Stay connected. As your business grows, chances businesses have evolved with their customers over are you have less face-to-face communication with time and refined their own unique processes. These customers. Yet, those customers expect the same kind processes are hard-won competitive differentiators. of customer service they’ve always had. CRM centralizes CRM will enhance and mirror these processes, not information in a single place, which promotes a better change them. understanding of a customer’s needs. Anything relationship management. CRM is the Enhance collaboration. Accessing shared solutions management of any type of relationship—customers enables teams to make quicker, more cost effective or employees, anything. It should be fundamentally decisions. All of that account history can be quickly flexible and configurable, to meet the nuances in accessed and referred to the next time a customer your business. calls in. That responsiveness tells the customer they’re important to your company. Compromise on cost, not quality. You want your CRM at a cost you can afford. We do this by assessing Automate what works. By automating the routine your requirements and offering you strategic solutions tasks and proven processes your teams carry out you can use, so your business grows, but not at the each day, you can do more with less. So, you can fully cost of your profits. harness your hard-won business practices to grow while keeping your customers and customer-facing employees happy. Love it. CRM needs to be tightly integrated with the tools your people already use, like Microsoft Office Outlook. What that means is faster adoption by users, less switching between applications and higher productivity for anyone who deals directly with your customers. 4 Drive forward. CRM meets both customer and employee expectations, while giving your company flexibility to innovate and adapt to the changing needs of business. Take action. To grow your business, you must respond swiftly to changes in market conditions, competitive situations, and business process, and seize every opportunity that arises. CRM is a facilitator in this process, not a roadblock. Get big-picture perspective. CRM delivers real- time business visibility and actionable insights for sales, marketing and service managers, as well as executives. Solve problems and seize opportunities. Gain immediate business insight anywhere. CRM puts critical business information at your fingertips with mobile dashboards and reports. CRM interfaces with tools your users are already familiar with, so you can stay connected, anytime and anywhere. Empower to react quickly. CRM gathers and presents real-time data on everything from sales forecasts and marketing campaigns to account activities and phone logs—allowing you to spend more time managing your business, and less time with the mechanics of running reports. CDC Customer Relationship Management 5 To offer a unique customer experience, you need an integrated solution that spans all of your customer- facing processes, plus some. 6 6 CDC CRM Sales Force Automation Social CRM Shorten your sales cycle and exceed targets with time- Generate real, tangible value out of this new communica- saving tools and repeatable processes. tion channel. Marketing Automation Mobile CRM Delight your sales team with more, higher-quality leads Give your most valuable sales and service employees ac- and get there with less effort. cess to customer data regardless of their location. Service Automation Pivotal CRM Platform Lay the foundation for future sales by providing custom- Take advantage of the fact that it is the world’s leading ers with responsive, thoughtful and personalized cus- CRM solution, and also the most flexible. tomer service. Partner Automation Learn more about our CRM solutions: Make your organization easier to do business with. Help Visit www.cdcsoftware.com/crmsolutions. your partners sell, track, and assess their performance more easily. CDC Customer Relationship Management 7 When the time comes to get serious about CRM, it all boils down to the platform it is built on. CRM customers rely on a proven, trusted platform Microsoft® Integration for accessing their CRM applications. CDC Our close, long-standing relationship with Pivotal CRM integrates all the characteristics of Microsoft has enabled us to build CRM solutions successful CRM, including flexibility, reliability, that capitalize on the best of Microsoft technology high performance, and security. and come seamlessly pre-integrated with Extreme flexibility cuts down on the time it takes Microsoft Office® and SharePoint®. to mirror the way you work in Pivotal CRM. Options for robust end-user configuration as well Business Intelligence deep workflow customization allow you to create CDC Pivotal CRM streamlines information-rich the internal processes and external customer data into a centralized database, allowing you to experiences that fit your strategy and vision. achieve greater insight into your customers and business activities. Low-Cost Flexibility Tailoring your CRM workflow in Pivotal CRM is Rich User Experience often as easy as ticking a box for an end-user or CDC Pivotal CRM’s flexibility makes it easy and team manager. Underneath, Pivotal’s Microsoft cost effective to create the end-user experience .NET foundation facilitates change at every level, you envision. Monitor, measure, and manage end- so you can modify the user interface and business user utilization to optimize business processes. processes or customize the data model to see higher ROI’s. Ease of Enterprise Integration Industry Applications Our flexible architecture reduces the cost and complexity of integrating Pivotal CRM with Take advantage of industry-tailored applications, your back-office systems to ensure seamless developed using our in-depth knowledge of the collaboration. Financial Services, Home Building and Real Estate, Manufacturing, and Healthcare Insurance industries. 8 Ask our customers how they have become more competitive, more productive, and more profitable with CDC Pivotal CRM. Calamos Investments — executive Intracorp – streamlined sales process helps them management has the insight they need to drive sell more units on the spot. the business effectively. “The technology gives us a great deal of insight “In the end, we chose Pivotal CRM because of regarding each customer, which is not only its focus in the financial services industry and its valuable for building relationships, but also in reputation for success earned with many of our developing our sales strategies.’’ peer companies.’’ - Steve Sammut, CFO, Intracorp – Carolyn Stuart, Vice President of IT and Head of Business Analysis, Calamos Investments Download the case study View the video AAA Western & Central New York - a robust, M/I Homes – increased web leads from 4% - customized member relationship management 25% in three years. (MRM) solution that reflects the organization’s unique workflows and helps them provide more ‘’Pivotal has given our field reps immediate informed and efficient member service. access to the information they need. They can respond to customer requests in minutes “We wanted to be at the next level in our instead of hours or days and communicate with dealings with members.” subcontractors from anywhere.’’ - Bob Leach, CIO, AAA Western and Central New York - Ron Frissora, CIO, M/I Homes View the video Read the case study CDC Customer Relationship Management 9 Your business is unique and so are your needs. So why would you want a one-size-fits-all solution? At CDC Software, we understand that every business must have a tailor-made solution if it is to make progress down its chosen path. Our vast experience in a wide field of industries, has enabled us to create specialized solutions that fit the unique requirements of the business, right out of the box, while also offering the flexibility to customize to individual companies’ needs. Our team boasts unrivaled domain expertise and experience, and we’re committed to helping you succeed. Pivotal CRM gives you the power to create a custom solution--without a custom timeline or price tag. It’s complete out of the box--but also completely flexible. Common Approach to CRM Development 50% of your technology needs Few of your technology needs immediately met Most CRM software vendors develop products that meet less than 50% of your CRM Vendor requirements immediately. In a best-case Integrator scenario, you can work with a third party to customize the solution but in many You cases, you must change the way you work to fit the way the CRM solution works. Our Approach to Solution Development 100% of your technology needs 75% of your requirements at day 1 Our experience developing solutions is that most customers share many similar processes but their unique processes are Pivotal what make them successful. We give you a ready-to-use solution and the tools to You help you mirror your unique processes in your CRM solution. 10 You aim to please your customers. We aim to help you achieve that goal. At CDC Software, we serve companies that are driven Similarly, we can support your team with training— by customer needs, so we know you expect the same online, at our training facility, or on-site at your place high quality standards from your technology partners. of business. Our customer support staff is available by We are committed to delivering exceptional service and phone, e-mail, or online through our Customer Portal, support to match our outstanding products. offering the assistance you need, when you need it. Pivotal CRM is supported by a full continuum of Whether you’re an entrepreneur, a single store owner, or services that are affordable, easy to use, and configure have thousands of employees in locations around the to any organization in any industry. world, CDC Pivotal CRM can help you connect the dots in your customer-driven strategy. Not sure which products to use? We offer an array of solutions to select from and will spend time to understand your business and offer recommendations. Learn more about our CRM solutions: Whether you wish to handle the implementation Visit www.cdcsoftware.com/crmservices. by yourself, with a partner, or leave it to us, we can accommodate your every need. We can even take on full management and hosting of the application, if you prefer, with the option to bring the solution on-premise when you’re ready. CDC Customer Relationship Management 11 Want to learn more? Resource Library www.cdcsoftware.com/crmresources White Paper: CRM The Essential Guide www.cdcsoftware.com/crmessentials CDC Pivotal CRM www.cdcsoftware.com/crm See How We Fit Your Industry www.cdcsoftware.com/FinancialServices www.cdcsoftware.com/HomeBuildingRealEstate www.cdcsoftware.com/Manufacturing www.cdcsoftware.com/SMB Reach Out Call: 1 877-748-6825 Email: email@example.com For our global office locations, please visit: www.cdcsoftware.com/offices Stay Connected With CDC Software http://www.cdcsoftware.com/en/Social-Media-Channels © CDC Software, 2011. All rights reserved. 12 The CDC Software logo and Pivotal CRM logo are registered trademarks and/or trademarks of CDC Software.
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