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Aptean Launches Redesigned Pivotal CRM Solution PDF Print E-mail
Monday, 20 April 2015

Today, Aptean announced the launch of Pivotal 6.5, the latest version of its enterprise-class CRM (Customer Relationship Management) solution designed to address a wide range of business challenges across all areas of CRM, including sales automation, marketing management and customer service delivery. Pivotal 6.5 features a completely redesigned sales automation user experience that enables secure, mobile access from any laptop, desktop or tablet.

"Aptean believes that CRM solutions struggle when they try to be 'all things to all people.' With that in mind, we've rethought the traditional look and feel of CRM to meet the needs of today's hyper-connected, mobile sales users," said Matt Keenan, vice president, CRM Product Group, Aptean. "Pivotal 6.5 delivers real solutions-specialized sales capabilities, including customer, contact and opportunity management-and real results that will provide the productivity and efficiency that salespeople require both in the field and in the office."

Aptean Pivotal customer Caliper Corporation upgraded to version 6.5 in 2015:

"Pivotal is the most critical tool that our salespeople use," said Bryan Martin, senior vice president, Caliper Corporation. "The new mobility features will enable our team to access Pivotal in and out of the office with the same user experience each time."

Aptean's Pivotal CRM is designed to fit organizations of all sizes, as the solution is easily configurable to meet compliance and local requirements as well as vertical market-specific issues, particularly in the financial services and discrete and process manufacturing industries.

The newest version of Pivotal features new UX capabilities based on specific input from the customer base, including:

    •    Enhanced options for the mobile sales user such as creating emails, appointments and tasks as well as having access to their calendar while in the field.
    •    A mapping functionality so the sales user can see where their customer is located then plot the route.
    •    An Action Center that allows users to create their own dashboard by adding graphs or searches.

(Source - Aptean Press Release)

 

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