Pivotal CRM Is Now a TEC Certified Solution

TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions and is available for evaluation online in the Customer Relationship Management (CRM) Evaluation Center.
Within the next few weeks, the Pivotal CRM certification report will be available for download on the TEC Certification Reports page. The report will provide a detailed overview of the product, with a focus on its main abilities to support companies that rely on customer relationship management as part of their operations. The solution will be described following the structure of TEC’s CRM software research model.
In the meantime, this blog post takes a brief look at some of the details Aptean presented during the certification process for its Pivotal CRM software solution.
Aptean, a wholly-owned portfolio company of Vista Equity, has been in business for about 2 years. The company was created through the merger and buyout of two software companies, CDC Software and Consona Software. The merger of the two companies seemed a natural fit since the two together have complementary software assets—i.e. ERP, supply chain, and CRM. The result: 32 software solutions which include well-defined enterprise software brands as well as a few niche solutions such as member management or government-oriented. Aptean’s annual revenue is around 400 million dollars.

Pivotal CRM covers a wide range of CRM real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management. The solution is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM is also able to take into account security profile settings to display corresponding features and functions to users according to their profile. 

Pivotal is delivered both in public cloud (SaaS), private cloud (hosted), and on-premise models. The solution has a single code line across these three models and consequently allows users to benefit contemporaneously from all features and functions that Pivotal outputs.

Pivotal analytics screenshot (click for larger image)

Aptean’s main strategy regarding its portfolio of products is to bring a pre-integrated, out-of-the-box set of user, data, and process experiences to its ERP customers, leveraging Pivotal as the engine to deliver those CRM experiences. Conversely, Aptean also wants to take its manufacturing CRM customers and bring them onto its ERP and supply chain products.

To achieve TEC certification, Aptean completed TEC’s detailed questionnaire (download sample CRM RFI template) and delivered a comprehensive product demonstration. During the demo, Aptean allowed me to view a large number of the Pivotal CRM features and functions. In addition, I appreciated the presenters’ flexibility in discussing the future product roadmap for Pivotal CRM.
Please stay tuned to read the certification report. In the meantime, you can interactively review Pivotal CRM via TEC Advisor.
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