Pivotal UX Client is designed with mobility in mind featuring a touch-friendly UI with large buttons, easy scrolling and screen layouts optimized for a smaller device. The sales applications delivered with Pivotal, focus on the key tasks that a sales user would do on the road and streamlines the access to these key functions and features. Further, Pivotal’s compatibility with Office 2016, Exchange 2016 and Windows 10 makes it one of the best flexible CRM systems to use.
Aptean Analytics for Pivotal
Aptean Analytics is self directed – anyone in any role can quickly and easily tailor dashboards to their liking, without the need for IT support, saving time and enhancing personalization.
Aptean provides 3 different solutions for Pivotal customers:
- Analytics for Pivotal Sales: Dashboards focused on sales to help analyze key metrics such as Sales Pipeline; Sales Win/ Loss; Marketing Project Effectiveness and Lead Analysis
- Analytics for Pivotal Service: User-friendly tools for making business data more visual and easy to understand to help companies quickly and easily evaluate current support operations as well as plan for future improvements
- Analytics for Financial Services: Dashboards specific to private banking and wealth management to analyze clients and activities with clients