Pivotal CRM

Professional Consulting Services for Pivotal CRM Installations

We design solutions based on in-depth analysis and understanding of your business, implementing the right Pivotal products to meet your needs. Your company’s business model and channel strategy drive the interpretation and application of the CRM–our goal is to offer the best and most cost-effective way to make it happen.

We provide the following for Pivotal CRM systems:

  • Business analysis
  • Solution definition
  • System implementation and configuration
  • Customization
  • Integration with other systems
  • Post-implementation support
  • Upgrade guidance and execution
  • Maintenance and bug-fixing of existing systems

Pivotal CRM Versions

Upgrading between Pivotal versions can present special challenges, for which Cougar’s experience ensures the smoothest transition. We support the following versions of Pivotal CRM:CRM: Integration of Sales, Marketing, and Support

  • Pivotal CRM 5.1
  • Pivotal CRM 5.7
  • Pivotal CRM 5.9
  • Pivotal CRM 6.0

Pivotal CRM – Extended Functionality

Your business needs may demand more than Pivotal offers out-of-the-box, such as contract management or complex pricing models. Cougar is experienced in delving deep into Pivotal CRM to meet these needs.

Data Integration Services

In most cases your Pivotal CRM will interact with one or more in-house or third party systems. Cougar’s data integration expertise will uncover an appropriate design, and help select and implement the ideal technical solution. read more…