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Aptean helps businesses profit, innovate and grow where the work gets done – in the call center, on the floor of the factory, at the end of the assembly line. That’s where Aptean’s CRM, ERP and Supply Chain software applications enable nearly 5,000 customers to satisfy their customers, operate more efficiently and stay at the forefront of their industry. Aptean is where software works.



Pivotal CRM Sales Force Automation by Aptean

Sales force automation tools designed to help you hit your number

Every aspect of Pivotal CRM Sales is designed to help you hit your number. From time-saving automated features to enhanced collaboration, you’ll have support at each stage of your sales cycle. 

Your sales process is the cornerstone of your competitive success. Pivotal CRM Sales helps you refine, automate, and streamline your sales process to accelerate the sales cycle, reduce administrative burden, and secure better sales results.

Pivotal Sales is a complete Sales Force Automation (SFA) solution that gives salespeople the tools they need to focus their efforts and maximize their time, while empowering sales managers to effectively oversee and forecast sales.

Pivotal CRM’s flexible technology gives you the power to cost-effectively mold Pivotal Sales to match your desired sales process, without compromise. Pivotal Sales lets you embed a consistent, competitive sales methodology right into your CRM system.

  • SOCIAL CRM – Leverage social networks to build relationships and get in front of prospects – right from your daily hub.
  • ACCOUNT MANAGEMENT – Define an account strategy and uncover new opportunities while building better customer relationships.
  • TEAM SELLING – Understand the full scope of customer relationships and collaborate better to win new business.
  • MARKETING ALIGNMENT – Develop a true integrated sales and marketing organization with increased visibility and collaboration.
  • OPPORTUNITY MANAGEMENT – Make the right move at the right time in the sales cycle with built-in best practices and repeatable steps.
  • RELATIONSHIP MANAGEMENT – Create a 360-degree view of each customer with data from sales, marketing and service teams in one interface.
  • EMAIL & OUTLOOK INTEGRATION – Work in your application of choice and still make sure critical customer information is diligently captured.
  • ANALYTICS & FORECASTING – Monitor your pipeline and get advanced warning of successes and challenges so you can take early action.
  • MOBILE SALES – Your best salespeople are in front of your customers. Your CRM solution will be there with them.