Learning Center
Plans & pricing Sign in
Sign Out

PivotalCRM - Pivotal partner suite


Pivotal CRM is approach fit for our business makes us Their responsive the ideal to doing growing business. feel like a person and not just another number. Pivotal CRM is 100% committed to our success

More Info
									Pivotal CRM Partner Management™ Suite
To grow revenue exponentially, support & energize
partners to do more.
    Effective Partner Collaboration

             Pivotal CRM encompasses a fully integrated
             Partner Management suite that helps companies                                        Growth these days is more about building
             more effectively manage their partner                                                strong partnerships than building factories,
             relationships. Pivotal CRM Partner Management                                        offices, and infrastructure. It’s about
             reduces the costs associated with managing                                           integrating with strong partners to form a
             partners — and facilitates collaboration to                                          single team.
             generate sales, deliver customer value, and keep
             customers satisfied.
                                                                                               Pivotal Partner Manager™
             The system creates a collaborative inter-company                                  A comprehensive, employee-facing application for
                                                                                               channel managers that simplifies the management
             framework to exchange knowledge, manage
                                                                                               of partners across the entire partner lifecycle from
             relationships, and synchronize transactions across                                recruitment to retirement. Pivotal Partner Manager
             marketing, sales, and service. It gives partners                                  enables organizations to build an effective partner
             the tools and information they need to succeed,                                   ecosystem; collaboratively sell, service and market to
             and organizations better visibility into partner                                  end customers; and measure and reward the partner
             performance.                                                                      community based on preset criteria.

             Pivotal CRM Partner Management™                                                   Pivotal Partner Analytics™
             The Pivotal CRM Partner Management suite includes                                 A versatile package that provides channel managers
             a number of pre-integrated applications, which work                               with a Web-based tool for data mining and data
             together to create a collaborative partner network:                               analysis. With detailed information on the performance
                                                                                               and profitability of the partner network by individual
                                                                                               or segment, or regions, channel managers have the
             Pivotal ePartner™
                                                                                               knowledge and insight required to drive better business
             A web-based partner self-service portal that dramatically                         decisions.
             decreases the cost of supporting and empowering
             partners by offering 24x7 access to collaborative sales,                          The Pivotal CRM Partner Management suite is
             marketing, and service capabilities.                                              seamlessly integrated with Pivotal CRM, which also
                                                                                               includes Pivotal Sales, Pivotal Marketing, Pivotal Service
                                                                                               and Pivotal Interactive Selling. Each of these five suites
                                                                                               works together to deliver on the promise of CRM,
                                                                                               producing meaningful increases in revenues, margins,
                                                                                               and customer loyalty.

                                             OPERATIONS           SERVICE
                                                                                                                     Pivotal Partner
                                                                                                                    Management Suite

                                                                                              REVENUE                               Pivotal
                                                          SALES             MARKETING                                              ePartner

                                                                                                                 Pivotal Partner              Pivotal Partner
                                                                                                                 Management                      Analytics

2   Pivotal CRM for Partner Management
Power Your Winning Partner Management Process
The Pivotal CRM Partner Management suite unifies partners into a single network,
increasing their effectiveness and reducing support costs.
     •	 Recruit Partners: Recruit, certify, profile, train, and manage business partners
        with Pivotal Partner Manager. Automate recruitment via online registration and
        workflow. Differentiate partners based on expertise and performance for improved
        targeting of communications, leads, and marketing programs.
        Benefit: Streamline the ‘on-boarding’ of partners.
     •	 Generate Leads: Generating leads is a two-way street. With Pivotal ePartner,
        partners can register leads within a consolidated lead system, and organizations can
        send leads from the system to partners. Or, automatically route unique leads to the
        specialized partner most likely to close the deal.
        Benefit: Closed-loop lead management.
     •	 Forecast Channel Revenue: Partners enter and update opportunity information,
        allowing channel managers to monitor pipeline forecasts. Using Pivotal Partner
        Analytics managers gain immediate visibility into channel operations and
        performance through reporting and analysis. Discover what each partner needs
        to generate more leads and revenue. Optimize the strengths—and minimize the
        weaknesses—of your extended team.
        Benefit: Predictable business performance.
     •	 Collaborate with Partners: Collaborate with your partners across marketing,
        sales, and service. Share intelligence on deals-inprogress, the competition and
        most effective tactics. Pivotal Partner Manager helps organizations and partners
        work together to solve service issues, improve marketing ROI, and increase product
        development effectiveness.
        Benefit: Increase partner effectiveness.
     •	 Ensure a Consistent Customer Experience: Accelerate the sales cycle by giving
        partners access to a complete set of tools, including quoting systems, marketing
        literature, and pricing information. Give partners the ability to process customer
        orders by synchronizing to back-end systems that provide order entry, validation,
        and tracking. Ensure the customer experience partners provide is aligned with
        corporate goals.
        Benefit: Increase customer satisfaction.
     •	 Gain Insight on Partner Performance: Build partner loyalty and improve decision-
        making with visibility into most and least-valuable partners. Pivotal Partner
        Manager monitors performance by win rates, revenue, and profitability. Share the
        tactics of winning partners to grow the success of the entire channel network.
        Benefit: Increase partner performance.

        “  We have a fairly complex market. We sell through affiliates and through an
      international sales system. We manage it all from start to finish with leading edge
                               technology from Pivotal CRM.
                                                          Doug Coleman, VP Application, Development, Comedy Partners

                                                                                             Pivotal CRM for Partner Management   3
                                                    “Pivotal CRM is approachfit for ourbusiness makes us
                                                    Their responsive
                                                                     the ideal
                                                                               to doing
                                                                                        growing business.

                                                           feel like a person and not just another number.

                                                                          Pivotal CRM is 100% committed to our
                                                                                         Brian J. Boon, Ph.D., President and CEO, CARF

Measurable Partner Results
      Pivotal CRM’s results framework helps organizations               Increase Partner Loyalty: Track partner metrics and
      decide on a strategic goal, and provides the tactical map         performance, and tie them to rewards. Make it easy
      to get there. Results-oriented reporting allows team              to share information across all business processes,
      leaders to measure, monitor and analyze progress along            including sales, service and marketing by allowing your
      the way.                                                          business partners to collaborate via a personalized
                                                                        working environment.
      Increase Margins: Reduce channel support costs
                                                                        Increase Win Rate: Analyze which partners are more
      through online self-service for both partner and joint
                                                                        successful, which are more profitable, and which
      customer requests/issues. Provide marketing collateral,
                                                                        need improvement. Identify key partner skills and
      training and sales support online. Share prospect
                                                                        resources so you can match the right partner to the
      information, schedule activities and strategize online,
                                                                        right opportunity. Identify which skills are lacking in the
      thereby lowering the cost of joint deals.
                                                                        partner network, and train or recruit accordingly.
      Accelerate the Sales Cycle: Bring in the right partner
                                                                        Reduce Channel Conflict: Automatically route leads to
      at the right time to help identify solutions faster. Give
                                                                        the most appropriate channel partners based on pre-
      partners 24x7 access to up-to-date product information,
                                                                        defined business rules.
      training, sales tools, transaction data, and performance
      analysis reports.                                                 Increase Customer Satisfaction: Provide customers
                                                                        with a wide array of partners to match requirements.
      Lower Cost-to-Results: Pivotal CRM provides a
                                                                        Present consistent, channel-independent messages and
      comprehensive partner management solution that results
                                                                        processes to joint customers across all touchpoints.
      in faster time-to-implement. An intuitive user interface
      allows partners to quickly get up and running on their
      personalized partner portal with minimal training.

      Contact us today to learn more about how Pivotal CRM can address your unique needs. Call 1-877-PIVOTAL
      (1-877-748-6825) or visit us at

      “Pivotal CRM makes it possible one-to-one view theeach customer. franchisees with a
                                     for us to ensure
                                                         success of our

                                                            Angelo Tsagarakis, Commercial Manager
                                                                                                                       Flag Choice Hotels

                                   © 2007 CDC Software. All rights reserved.
                                   For more information or a complete list of our worldwide offices, please visit

To top