Aptean launches redesigned pivotal CRM solution

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Aptean has 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 — specialised 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 organisations 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 Centre that allows users to create their own dashboard by adding graphs or searches.

Pivotal was recently named a Strong Performer in "The Forrester Wave: CRM Suites For Midsize Organizations, Q1 2015", released on March 25 by Forrester Research, Inc.

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