Know What a Pivotal Upgrade Means for You: A Look at Pivotal Analytics

When we provide Pivotal consulting to clients, one of their primary goals is always to empower their team members to know more about their customers so they can engage with them more profitably. At the same time, we see first-hand the range of business benefits that result when our clients move to the latest version of the Pivotal CRM platform and applications. Today’s post covers the common ground between these areas and provides some detail around the enhanced customer insight that comes with a Pivotal upgrade in the form of the robust Pivotal Analytics module.

At its core, Pivotal Analytics allows clients to gain maximum benefit from their investment in Microsoft in the form of CRM analytics based on the Microsoft Business Intelligence Platform. The module provides users with a toolkit that allows them to efficiently and effectively analyze customer data and make better and faster decisions around how, where, and when to engage with these customers to maximize relationship, revenue, and profit.

Using an industry leading OLAP engine (Microsoft Analysis Services) as well as a robust server-based reporting solution (Microsoft Reporting Services), the customization tools that come in Pivotal Analytics are simple to use, provide a range of deployment options, and ensure a vendor-agnostic front end that can be used with virtually any business intelligence viewer.

And of course, standard requisite sales and marketing analytics come out of the box and ready to use, ensuring teams are up and running without delay, beginning to experience the full benefits of the module’s functionality almost immediately.

So whether our clients choose to implement the complete suite at once or incrementally by module, the bottom line around Pivotal upgrades is the same: the results for our clients’ businesses is often dramatic. For more information Pivotal upgrades, Pivotal Analytics, or other elements of Pivotal support we provide, please contact a member of our Pivotal consulting team at info@tokarasolutions.com.

Know What a Pivotal Upgrade Means for You: A Look at Pivotal Analytics

Think Outside the Office: What a Pivotal Upgrade Brings to the Mobile Salesforce

As a Premier Pivotal partner, the seasoned team at Tokara Solutions provides the full range of Pivotal support and consulting services our clients need. But as we’ve noted in previous posts, there is almost no area of Pivotal support we encounter that can ultimately make more of a difference to our customers’ success than the Pivotal upgrade. This week, we’re taking a look at why a Pivotal upgrade may provide exactly the tools your business needs to empower your mobile salesforce.

Almost irrespective of the industry segment your business is in, there’s no escaping the fact that today, mobile is everything. So business software that seamlessly provides mobile users the tools they need to do their jobs outside the office can make the difference in how competitive, and ultimately how successful, a business is. With a Pivotal upgrade, mobile users are able to benefit from the enhanced reliability and performance the latest versions of the software provide, enabling them to be as productive outside the office as they are inside.

As many of our clients already know, Pivotal Mobile Sales™ delivers a fully functional mobile CRM solution. In addition to accessing robust CRM functionality outside the office, mobile users can access the prospect, customer, and product data they need to do their jobs, even when they’re not behind a desk.

And what about administration? Using Pivotal SyncStream™, it’s as simple as a single-click client install package for mobile as well as office users, effectively reducing both the complexity of deployments and the administrative costs associated with them. Pivotal Mobile Client synchs in the background as soon as users in the field connect to their corporate network, so they can maximize productivity, even during the synchronization process. And say goodbye to resource-heavy updates that require users to be in the office — Pivotal’s mobile synchronization sessions also send out any necessary data changes, application updates, and service packs/hot fixes.

So whether you’re taking advantage of Pivotal’s tight integration with Microsoft Office applications or its ability to provide comprehensive CRM functionality to your business’ mobile users, it’s clear that the Pivotal upgrade can provide impressive return on your software investment, making your business more productive, competitive, and profitable. For details on any of the benefits outlined here or other elements of Pivotal support, please contact a member of our Pivotal consulting team at info@tokarasolutions.com.

Think Outside the Office: What a Pivotal Upgrade Brings to the Mobile Salesforce