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Unmatched CRM Flexibility

Create the customer experience you desire—without compromise.

The Pivotal Advantage

Built for your industry. Custom-fit for your business.

CRM for Your Complex Processes

Model intricate product and process configurations with ease.

5 Principles for CRM Success - CRM: The Essential Guide

Real-world strategies and lessons

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CRM for Your Industry

Out-of-the-box industry-tailored functionality with built-in flexibility to match your unique processes and evolving needs.

  • Financial Services
  • Healthcare Insurance
  • Home Building & Real Estate
  • Legal Services
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  • Medical Device Manufacturing
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Pivotal CRM On Demand for Institutional Asset Management

New! Industry-tailored SaaS functionality

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CRM Solutions

A broad range of customer relationship management features built to fit the way you do business.

  • Sales Force Automation 
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  • Mobile CRM

Conquering the Credit Crunch

Client-Centric Strategies for Investment Banks

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Customer Success

Calamos Investments

Supporting Complex Relationship Structures and Multiple Lines of Business

Applied Biosystems

Taking Products to Market Quickly and Bringing Online Marketing to Life

Boca Developers

Growing Multi-Family Building into Multi-Million Profits

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Customizable or Configurable CRM?

Featured Resources

Surviving and Thriving in a Challenging Market: How Customer-Centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty

White Paper

Essentials of CRM for Commercial Banking

White Paper

Essentials of CRM for Wealth Management

White Paper

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