Pivotal Mobile Sales
Disconnected and Wireless Access for Your Company
The release of Pivotal CRM 6.0 brings many Engaging customers and prospects anywhere, anytime, while still retaining access to critical
powerful enhancements to the Pivotal account and product information can dramatically shorten the sales cycle and significantly raise
Sales suite. Now, more than ever, Pivotal your chances of closure. Effective sales teams are armed to do both.
Sales provides the step-by-step tools that
make closing deals easier, faster and more Pivotal CRM 6.0 is built and optimized with a deep understanding of the roles and usability
profitable. requirements faced by companies. It offers a range of access methods, including rich and
thin browser-based, disconnected and wireless options, that can be deployed separately or in
Pivotal Sales™ Suite combination to ensure maximum user effectiveness in mobile environments.
• Pivotal Sales™
Improve Sales Productivity
• Pivotal Sales – Miller Heiman Edition™
Pivotal Mobile Client™ provides Pivotal Sales™ users with offline access to the Pivotal CRM
• Pivotal Contact Center™ Applications Suite. Road warriors can take advantage of read/write access to data, and quote
creation at the customer site, and then remotely synchronize data back to head office at their
• Pivotal Wireless™ for Sales
• Pivotal Sales Analytics™
As a result, sales representatives are more productive, and they spend more time where they
belong—in the field. But working outside of the office environment requires more than just
disconnected access to data—sales teams also need access to critical messages and realtime
Increase Sales Effectiveness
Pivotal Wireless1 for Sales enables mobile employees to continue pursuing opportunities and
closing deals, anywhere, anytime.
Pivotal Wireless for Sales is an out-of-the box field sales application that enables real-time read
and write access to critical customer information stored in the Pivotal CRM database. Using
wireless, hand-held devices, such as web-enabled cell phones, personal digital assistants (PDAs),
and two-way pagers, mobile employees can make informed, timely decisions that result in
immediate response to opportunities and increased sales.
Anywhere, Anytime Access to Critical Data
Pivotal Mobile Client allows field sales to take the deal to the customer—create quotes and close
current business in the field. But even though you’re not plugged in, it doesn’t mean you’re out of
touch. Pivotal Wireless for Sales allows you to maintain a link to critical real-time information via
wireless devices—search and edit employee, contact, and company information; view, create and
edit current activities, opportunities, meetings, calls, and tasks (To-Dos); add notes to contacts,
companies, and opportunities and always stay on top of the game.
1 Pivotal Wireless is available to users who are licensed for Mobile Use of the Pivotal Sales
Pivotal CRM | Datasheet
Offline Access to Data Mobile users utilize a complete, scaled-down Pivotal CRM system designed to run on laptop computers in order to
provide offline read/write access to data, quote creation, and much more. Shorten the sales cycle by working the
way the customer wants—anywhere, anytime.
Accelerate Field Sales Enable your organization’s sales force to be more productive by spending more time closing deals rather than
doing repetitive tasks that do not result in revenue for the company. Maximize productivity and eliminate down-time.
Enable Executives Enable your executive team to access important customer data and manage their time more effectively while on the
road. Win more deals, faster by collaborating on opportunities from the field.
Robust Synchronization HTTP-based synchronization of not only customer data but also application customizations. Choose to manually or
automatically send/receive data and gain high performance even over low-bandwidth connections without fear of
Marketing-Effectiveness Analysis Track the source of leads throughout the life cycle to determine where marketing expenditures are generating the
most revenue; automate post-event follow-up surveys; calculate ROI.
Wireless Access to Data As a server-side solution, Pivotal Wireless requires only that a wireless user point their device’s HTML or WML
micro-browser at the correct URL. No client side software is required on the wireless device (other than the
microbrowser) in order to provide real-time read and write access to Pivotal CRM business logic and customer
Fully Customizable XSL style sheets optimized for a wide array of popular supported wireless devices, micro-browsers and networks
are bundled to facilitate immediate deployment. In addition, a customization guide is provided for testing,
deploying, and supporting additional devices, microbrowsers and networks. Ideal for tailoring your solution to
your geographical area and device preferences. Custom Vertical applications can be rapidly tailored using Pivotal
Security Over the Air Utilize HTTPs and the best security practices followed by financial institutions for maximum security. Additionally,
customers can implement using a 128-bit SSL certificate.
Learn More About Pivotal Mobile Sales
To learn more about how Pivotal Mobile Sales can help your organization’s unique needs, call us today at +1 877-PIVOTAL (+1 877-748-6825) or visit
us at http://www.pivotal.com..
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