Pivotal CRM for Financial Services by CDC Software
Member since:3/20/2007
CDC Software provides enterprise software applications to more than 6,000 customers worldwide in the manufacturing, financial services, health care, home building, real estate, and wholesale and retail distribution industries. The company's products are intended to help organizations deliver a superior customer experience while increasing efficiencies and profitability.
CDC's product suite includes
- CDC Factory, for manufacturing operations management (MOM);
- Ross Enterprise, for enterprise resource planning (ERP) and supply chain management (SCM);
- CDC Supply Chain, for SCM, warehouse management (WM), and order management (OM);
- Pivotal CRM and Saratoga CRM for customer relationship management (CRM);
- CDC Respond, for handling customer complaints and managing feedback;
- c360 CRM add-on products, industry solutions, and development tools for the Microsoft Dynamics CRM platform;
- Platinum human resources management (HRM) and business analytics solutions specifically designed to meet the business and regulatory requirements of mainland China and Hong Kong.
CDC completes its offerings with a full continuum of services that span the life cycle of technology and software applications, including implementation, project consulting, outsourced business services, application management, and offshore development.
CDC is headquartered in Atlanta, Georgia (US), and has over 2,100 employees in 32 offices worldwide.
Pivotal CRM for the financial
services industry offers comprehensive, integrated, industry-specific
capabilities that increase insight into operational performance, streamline
processes across the value chain, and improve responsiveness to client demands.
Pivotal CRM includes discrete customer relationship management (CRM) offerings
for
- institutional
asset management
- wholesale
asset management (mutual fund wholesaling)
- capital
markets
- private
banking/wealth management
- commercial
banking
The software helps put critical
relationships at the core of organizational strategy in a way that fits the
unique business processes of financial services firms.
For more information, visit the
company’s web site
http://www.cdcsoftware.com/en/default.aspx
or the product
homepage
http://www.cdcsoftware.com/en/PivotalCRM.aspx
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The vertical segment or industry to which Pivotal CRM for Financial Services applies.
- Associations/Non–Profit
- Banking
- Chemicals
- Consumer Packaged Goods (CPG)
- Electronics/High–Tech
- Engineering and Construction
- Fabricated Metals
- Financial Institutions
- Food and Beverage
- Furniture and Fixtures
- Gaming and Hospitality
- Health Care
- Higher Education
- Industrial and Commercial Products/Machinery
- Insurance
- Lumber/Wood
- Manufacturing
- Medical Devices and Laboratory Equipment
- Oil and Gas
- Paper Products
- Pharmaceutical/Life Science
- Public Sector/Government
- Publishing/Media
- Real Estate
- Rubber/Plastic
- Service Provider
- Steel/Mill Products
- Transportation
- Textiles, Apparel, and Footwear
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Functionality, services, or modules offered by Pivotal CRM for Financial Services.
- Advanced planning and scheduling (APS)
- Analytics
- Business activity monitoring (BAM, real time monitoring of business processes)
- Call center/field service
- Customer service and support
- Discrete manufacturing management
- E–mail manager
- Electronic customer relationship management (ECRM)
- Marketing management
- Middleware/enterprise applications integration (EAI)
- Process manufacturing management
- Product and price configurator
- Sales force automation (SFA)
- Sales order management
- Workflow manager
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The ability Pivotal CRM for Financial Services has to adapt to non-native, national or regional standards(e.g., tax and regulatory compliance). This relates to Pivotal CRM for Financial Services's level of presence and localization capabilities.
- Asia
- Southeast Asia (including the Far East and Japan)
- Australasia
- Europe (east, central, and south)
- Europe (west and north, including the United Kingdom)
- Latin America (Mexico, Central America, and South America)
- North America (Canada and the United States)
- Middle East
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A selection of server platforms supported by Pivotal CRM for Financial Services.
- Windows Server (such as NT/2003/Vista)
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The user company size (the total number of employees) that Pivotal CRM for Financial Services is suitable for.
- 1 to 50 Employees
- 51 – 200 Employees
- 201 – 500 Employees
- 501 – 1,000 Employees
- 1,001 – 5,000 Employees
- 5,001 – 10,000 Employees
- Over 10,000 Employees
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The number of user company sites that Pivotal CRM for Financial Services is suitable for.
- Single–site enterprise
- 2–10 sites
- 11–20 sites
- 21–40 sites
- 40–100 sites
- Greater than 100 sites
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| Headquarters: |
Two Concourse Parkway, Suite 800
Atlanta, GA
30328
UNITED STATES
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| Contact Phone: |
1 770-351-9600
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| Fax: |
+1 770-351-0036
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| Toll Free: |
NA |
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| Fiscal Year-end: |
December
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| Fiscal Year Revenues (Growth): |
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| Fiscal Year Net Earnings (Growth): |
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| Fiscal Year Product vs. Services: |
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| Fiscal Year Employees: |
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 Read CDC Software Related Articles in Our Article Archive
Customer Relationship Management (CRM)Pivotal CRM CDC Software's Pivotal CRM is a customer relationship management (CRM) solution for companies that want to use CRM strategically—to model, enhance, and streamline their sales, marketing, and customer service processes.
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