With the right CRM comes the opportunity for companies to really get to know their customers, their needs, preferences and their buying patterns. More than ever, companies require and integrated strategy that supports customers from the moment they enter the front door—or website—to the time they make a purchase, and beyond.
They need a solution that helps them connect the dots.
Along the way, IT managers need an integrated set of technologies—from websites to databases and data mining tools—to make it work.
Pivotal CRM matches your business strategy to the technology needed to make them work, resulting in increased market share, improved customer satisfaction,
and a higher retention rate. So, now, you can be the company you’ve always wanted to be.
About Pivotal Poland
projects in large and medium-sized enterprises
years on the market
employees specialized in CRM
a global solution and the leading Aptean’s partner
Pivotal Poland operates as the sole distributor for Poland of the Aptean’s Pivotal Platform since 2002.
We have a unique specialization and expertise in the implementation of CRM systems gained during projects in more than 100 large and medium-sized enterprises in Poland.
We have a team of over 60 full-time top specialists in implementing CRM solutions.
Visit our partner company - Aptean by clicking on the link below
Each institution is unique and special. It has its own needs, processes, preferred forms of contact with customers and partners. This is also true for CRM solutions.
Pivotal CRM is always tailored to the individual needs of the company. The solution is designed based on our experience and cooperation with leaders from various industries.
It covers all areas of business functioning and broad range of functionalities. The specific industry business processes, communication and security requirements as well as data models are reflected in each of our implementations. Built on a flexible platform, Pivotal CRM provide the ease of adaptation to the requirements of individual companies during the initial project as well as after the implementation.
Pivotal CRM for Financial Institutions is a comprehensive tool for customer service and relationship management used by leading banks in Poland. The system automates and organizes the processes and communication with the customer and provides better service levels while reducing operating costs.
Solution for Investment Advisory supports the customer in every step of the process, from the definition of investment strategies through realization of customer orders. The application allows automation of operational activities as well as communication with customers. Employees and customers have an instant access to the cross-cutting reports.
Pivotal CRM for Insurance is a solution that significantly improves relations with the customer. Our platform is flexible and comprehensive system to support business processes running in insurance companies, as well as agents and their work (including mobility enabling solutions).
Pivotal CRM for distribution and production is a modern tool for improvement of the integrated management of sales teams, marketing, customer service and associated experts, distributors or partners. Our solution is successfully used by leading production and distribution companies in Poland.
Real estate / Construction industry
We offer a modern tool to support functionalities in all business processes, proven by Pivotal system implementation in leading Polish developers. Pivotal CRM streamlines and automates operational and administrative tasks, starting from the processes of investment through sales and servicing of the customer.
Pivotal CRM Media offers a solution built on the basis of experience in the sale of advertising space, enabling the planning and control processes of sales, marketing and service / customer service. Pivotal CRM Media is a system ready to pursue an active sales and service contracts related to the sale of advertising space, including the multi-media offers.
Pivotal CRM for Debt management comprehensively covers the processes related to debt management. In practice, this means managing every step of the process starting with the business intelligence, monitoring of credit risk, the vindication in court, supervising enforcement proceedings. It also includes an effective tools for management of employees in call centers, network of partners and debt collectors.
Designed for touch and mobility to keep you connected.
Intuitive navigation that makes you more productive!
The Pivotal UX Client is a web-based product with a modern look and feel. It is supported on multiple platforms – tablets, smart phones, laptops and desktops –
by industry standard browsers.
The UX Client can be used in conjunction with the Pivotal Smart Client and provides the flexibility to give the users access to one or both clients, depending on their needs.
Pivotal UX provides a modern and immersive user interface and ensures a consistent user experience across all platforms and devices. Because it is built on the Pivotal Platform, it provides the ability to tailor the application to include dashboards that present metrics and data that are important to you, business logic to enforce your company processes and best practices as well as activities that are automatically synchronized to your calendar.
Pivotal UX highlights:
Stay connected to customers anywhere, anytime: Real-time access to customer and prospect information when and where you need it- quickly enter and update leads, track opportunities and send out emails that are saved in Pivotal.
Quicker & smarter interactions: With CRM at your fingertips, you can respond quickly to customer questions, access detailed data and update information on the go.
Get insights through Analytics: Seamless access to Aptean Analytics enables you to gain new insight within your opportunity pipeline, sales performance, and win/ loss history.
Be more productive: Access information faster- enhanced dashboard capabilities provide a central location to access the information that is most important to you.
Close more deals:Whether you are reviewing account details or recent activities, Pivotal UX provides the flexibility you need to become more efficient- find more opportunities and close more deals.
Jagiellońska Street 82
phone number: +0048 22 814 77 12
Contact the service department
Service hours in Poland – we help to solve problems
from 9:00 to 17:00 on weekdays