Solutions

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CRM

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Pivotal CRM

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Building Suppliers

Functionality for Building Products Suppliers and Plant Hire companies

Pivotal CRM with the Construction Industry Solution delivers a CRM solution pre-configured for building products suppliers and plant hire organisations.

It enables every Lotus Notes, Novell Groupwise or Outlook user in your organisation to share information on customers, contacts, specifiers, project leads and quotes.

Key Features List:

• Fully Project Based - Track all sales and marketing activity by customer, project and specifier.
• Import Project Intelligence - Automatically filter and import project intelligence from companies such as ABI, CIC, CIS, Glenigan and OJEU.
• Opportunity Management - Easily convert project leads to opportunities and then track them throughout the sales process.
• Quotation Management - Create and modify accurate quotes using a comprehensive product catalogue.
• Samples & Sales Literature - Streamline the request process and automatically prompt for follow-up.
• Easy Access for Field Sales - The Pivotal Mobile Client delivers complete offline functionality to support mobile users whilst out on the road. Or you can access it anywhere via a web browser or Blackberry device.
• Customer Service - Record customer service issues and track through to resolution.
• Channel Selling - Manage stockist and merchant relationships and pricing.
• Sophisticated Marketing Campaign Management - Profile clients and specifiers for targeted marketing. Track your results by marketing campaign. Co-ordinate multi-channel marketing campaigns and automate simple, yet time-consuming, tasks.
• In-built Product Configurator - Easily create innovative solutions with customised rules to ensure valid product and pricing configurations.

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