Pivotal CRM for Manufacturing

In the past, an innovative product and competitive pricing was all a manufacturer needed to maintain a competitive advantage. But today, it's the emphasis on delivering value and ensuring high-quality customer interactions that drive the market.

Pivotal CRM for Manufacturing is a flexible customer relationship management solution that addresses the key business drivers and challenges manufacturers face. Unlike alternative point-solutions that focus on a single business process and lack industry-specific capabilities, Pivotal CRM for Manufacturing is a complete and customizable CRM solution designed specifically to manage front-office manufacturing operations.

Pivotal CRM for Manufacturing enables manufacturers to better manage relationships throughout the customer lifecycle and across the enterprise. Pivotal CRM solutions provide functionality that reflects the business processes and data models used by the industry, right out of the box, offering a superior business fit. Built on the highly flexible Pivotal enterprise CRM platform, Pivotal solutions can also be easily tailored and customized to meet individual companies' business requirements—and quickly adapted to evolving needs.

Complete CRM for Manufacturing

  • Relationship Management
  • Customer Analytics
  • Role-Based Dashboards
  • Product Innovation
  • Demand Forecasting
  • Marketing Automation
  • Customer Communication
  • Product Tracking
  • Territory Management
  • Quote and Contract Management
  • Partner Management
  • Customer-Service Tracking and Management
  • Relationship Trees
  • Discount Management
  • Order Capture
  • Microsoft Office Integration

Optimize Resource Allocation with Sophisticated Territory Management

Pivotal CRM for Manufacturing enables you to assign the right team member or members to each customer account. Customize assignments based on geography, organizational division, product specialty, organization type, annual revenue, or virtually any other criteria.

Identify Key Account Influencers to Increase Sales

Pivotal CRM for Manufacturing lets you track the relationships a prospect or customer has with other organizations to tap into the correct and most influential contacts. View associated customer relationships—subsidiaries, partners/distributors, and associations—through an expandable relationship tree.

Track Complex Products Effectively

With Pivotal CRM for Manufacturing, you can create multi-tiered product hierarchies. Track different sizes for different products using a flexible product library and track lot, batch, serial number, component, product registration, site of manufacture, product history, and service history.

Ensure Accurate, Competitive Quotes

Pivotal CRM for Manufacturing enables you to create and track multiple pricing options to ensure quotes are accurate, complete, competitive, and valid. Set individual threshold levels for discounting by percentage and keep on top of pricing breaks and volume discounts.

Implement a Consistent Sales Methodology for More Predictable Performance

Pivotal CRM for Manufacturing lets you embed a consistent sales methodology into the system, creating a set of steps that guide every sales representative toward successful closure of a deal, from planning and strategizing to identifying key buyers and influencers and through to contract management.