Pivotal CRM for Financial Services by CDC Software
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Member since:3/20/2007
CDC Software is a provider of enterprise software applications designed to help organizations deliver a superior customer experience while increasing efficiencies and profitability. The CDC Software product suite includes Pivotal CRM (customer relationship management); c360 CRM add-on products, industry solutions, and development tools for the Microsoft Dynamics CRM platform; Ross ERP (enterprise resource planning) and SCM (supply chain management); MVI real-time performance management; IMI warehouse management and order management; and Platinum China HR (human resource) and business analytics solutions.
These industry-specific solutions are used by more than 5,000 customers worldwide, with strong representation in the manufacturing, financial services, healthcare, home building, real estate, and wholesale and retail distribution industries.
CDC Software's product offerings are complemented by a full continuum of services that span the lifecycle of technology and software applications, including implementation, project consulting, outsourced business services, application management, and offshore development.
CDC Software is the enterprise software unit of CDC Corporation (NASDAQ: CHINA) and is ranked number 18 on the Manufacturing Business Technology 2006 Global 100 List of Enterprise and Supply Chain Management Application vendors.
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the value chain, and improve responsiveness to client demands. With discrete CRM offerings for institutional asset management, wholesale asset management (mutual fund wholesaling), capital markets, private banking/wealth management, and commercial banking, Pivotal CRM for Financial Services puts 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 company's web site: http://www.pivotal.com/ Or product homepage: http://www.pivotal.com/industry/financial-services/default.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 – 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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 Read CDC Software Related Articles in Our Article Archive
Customer Relationship Management (CRM)Pivotal CRM Pivotal CRM is the customer relationship management (CRM) product suite of CDC Software, The Customer-Driven Company.
ERP - DistributionRoss ERPRoss ERP software systems from CDC Software address industry-specific challenges for recipe and formula-based manufacturers.
Mixed-Mode Manufacturing (ERP)Ross Enterprise
Ross Enterprise
software systems from CDC Software address industry-specific challenges for recipe
and formula-based manufacturers.
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Process Manufacturing (ERP)Ross Enterprise Ross Enterprise software systems from CDC Software address industry-specific challenges for recipe and formula-based manufacturers.
Financial PackagesRoss Enterprise
Ross Enterprise software is an integrated enterprise resource management
solution (including enterprise resource planning, supply chain management, and customer relationship management)
specifically designed to meet the information needs of process manufacturers.
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