Pivotal CRM Blog

Large package of documentation dedicated for Partners, has been published at Pivotal Partner Portal.The documentation includes above 30 documents on Pivotal CRM for Financial Sevices, materials on subject of a vertical solution Pivotal CRM Homebuilder and a set of a corporation materials, presenting CDC enterprise and a location of Pivotal CRM package in CDC Software strategy.

The published materials include:

Pivotal CRM Financial Services
Commercial tools
       Demo Scripts - manual of conducting presentations with FS
       Sale Strategies - documents recommended a way of selling FS
       Positioning FS - a list of needs which Pivotal FS solution meets
       Financial Services Roadmap - describing CDC strategy of FS’s development

Technical tools
       A full specification of Financial Services’ technical solutions

Marketing tools
       White Papers documents describing use of Financial Services in practice

The documents can be found at Pivotal Partner Portal in Sales category -> Sales Tools. They can be downloaded by marking Microvertical Solutions/Financial Services checkbox.

Pivotal CRM Homebuilder
Commercial tools
       A presentation of Homebuilder solution
       Marketing materials for Pivotal CRM Homebuilder

The documents can be found at Pivotal Partner Portal in Sales category -> Sales Tools. They can be downloaded by marking Microvertical Solutions/Real Estate And Construction checkbox.

Corporation documents
       CDC Software Presentation - Corporate Overview Presentation - presentation of CDC corporation
       CDC Software Corporate Presentation - Pivotal CRM - presentation of Pivotal CRM package
       Marketing materials on CDC corporation

The documents can be found at Pivotal Partner Portal in Sales category -> Sales Tools. They can be downloaded by marking Corporate Information/Corporate Presentations and Corporate Information/Literature checkbox.