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SALES FORCE AUTOMATION

– CDC Pivotal Sales Review

Product Snapshot

Technology

CDC Pivotal Sales is built as an on-premise solution with flexible technology to ensure that the solution fits the sales processes of its customers.

Customer Focus

CDC Pivotal Sales is designed to serve the needs of midsized and enterprise businesses.

Select Customers

Berner Food & Beverage, Hammond Group Inc., Calamos Investments, AAA Western and Central New York

About CDC Pivotal Sales

- CDC Pivotal Sales CDC Pivotal Sales is a complete Sales Force Automation solution designed to support each stage of the sales cycle. Pivotal Sales provides all the sales force automation tools sales teams need to focus their efforts and to manage and accurately forecast sales numbers. Pivotal Sales can be integrated into a CRM system to ensure consistency and visibility throughout the organization. With CDC Pivotal Sales, the sales force team can improve collaboration, accelerate the sales cycle, and achieve a higher number of sales.

About CDC Software
Since its founding in 2002, CDC Software has been delivering complete end-to-end enterprise solutions to empower companies to improve business profitability, deliver exceptional customer experiences, and lead their markets. Known as “the customer-driven company,” CDC Software provides their more than 10,000 customers with solutions that help them optimize every process within their organization, from the factory to the storefront. CDC Software solutions are used by customers operating in industries such as financial services, manufacturing, health care, food and beverage, government, and more.

CDC Software Acquisition History

Industri-Matematik International (IMI) (September 2003)
Pivotal Corporation (February 2004)
Ross Systems, Inc. (August 2004)
c360 Solutions (May 2006)
JRG Software, Inc. (February 2006)
MVI Technology (October 2006)
Respond Group Ltd. (February 2007)
Saratoga Systems (April 2007)
Catalyst International, Inc. (September 2007)
Integrated Solutions Limited (March 2008)
Truition Inc. (December 2009)
gomembers, Inc. (December 2009)
PeoplePoint Software Pty Ltd (January 2010)
Computility (February 2010)
TradeBeam (May 2010)

CDC Pivotal Sales Key Features

Social CRM

Broadcast marketing announcements and messages to both CRM contacts and social networks
Invite customers, prospects, and employees to connect with social media accounts
Identify prospects and initiate follow up tasks
Find connections to target prospects and decision-makers
Monitor social media activities, such as discussions and updates, to find new revenue opportunities or sales intelligence

Account Management

Implement best practices into the sales activity hub
Access and update critical customer information in one central location
Track opportunities throughout the sales process
Record interactions at each stage of the sales process

Team Selling

Integrate with Microsoft Outlook and Office
Manage quotes and proposals
Forecast revenue
Provide call scripting
Other key features: territory management, opportunity management, sales efficiency tools, mutli-channel sales integration, automated price calculations, discount management, order management, expense management, sales analytics

Marketing Alignment

Gain more insight with a single, integrated roll-up of rich, centralized customer information
Align marketing and sales to develop, qualify, nurture, and distribute leads more effectively
Use real-time reporting to track campaign results
Optimize marketing campaigns and sales follow-up processes

Opportunity Management

Access sales data with one click from Microsoft Office applications
Proactively manage the pipeline by tracking progress against goals
Identify issues before they affect the close of sales deals
Store lead, prospect, and sales information in a single database
Create accurate and consolidated revenue forecasts in real time

Relationship Management

Integrate Microsoft Outlook and SharePoint
Enable sales to access and update prospect, opportunity, and customer data on the go

Visual Workflows

Create a visual flowchart representation of workflow processes
Create a functions library to share with workflow designers
Use a “whiteboard” environment
Easily maintain production data

Email and Outlook Integration

Add items directly into the system from Office programs and Outlook
Embed Outlook and SharePoint

Analytics and Forecasting

Identify trends and other factors to make informed business decisions
Create a prototype analytics solution by assembling, extracting, transforming, and loading (ETL) routines, reports, and data mart schema
Find trends and deviations to improve sales forecasting accuracy in real time
Track opportunity value verses booked revenue by product, region, source, and time

Mobile Sales