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– CDC Pivotal Sales Review

Product Snapshot


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 SalesCDC 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

  • Provide data and tools whenever needed to improve productivity
  • Respond faster to leads with access to relevant customer information
  • Accelerate closing activities to increase revenues
  • Leverage wireless and handheld access
  • Use bi-directional synchronization

CDC Pivotal Sales Videos

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