-
What is Pivotal CRM?
It is a customer relationship management software mainly used in the financial, healthcare and real estate industries. -
What are the features of Pivotal CRM?
Pivotal CRM has features such as cloud capabilities, quick configurability, mobile connectivity and deep integration. -
What is the market share of Pivotal CRM?
Pivotal CRM has a really small market share of just 0.71% among all other CRM vendors. -
What is the market share of Pivotal CRM?
Some top companies that use Pivotal CRM are Brown Brothers Harriman & Co., GrafTech International, M/I Homes and Vericast.
Key Takeaways: Throughout this blog, you’ll get a basic understanding of Pivotal CRM functionalities, features, market share and a list of companies using Pivotal CRM. It also includes a detailed industry-wise list of companies using Pivotal CRM along with their revenues, employee counts and other information.
Introduction
Pivotal provides CRM services for businesses that want to manage and analyze customer interactions. These interactions can come through direct or indirect processes related to customers such as sales, marketing, or service.
CRM applications centralize data to create personalized offers according to customer preferences, leading to effective marketing campaigns and efficient sales and after-sales support. Companies that use Pivotal CRM can automate routine tasks and processes, allowing teams to focus on other important aspects of the business.
Pivotal has undergone many acquisitions in the past. Originally known as Pivotal CRM, it later became Aptean CRM and Avolin Pivotal CRM. Currently, it is owned by ESW Capital and used by many companies listed in our Pivotal CRM Users List.
Understanding Pivotal CRM
Pivotal CRM is a customer relationship management software built for performance and scalability. Most companies using Pivotal CRM are based in financial services, real estate, and manufacturing industries.
It was designed to be highly adaptable to specific business environments, enabling it to provide access to data that best aligns with the particular end user’s requirements. Based on the Microsoft .NET framework, it supports Microsoft business products in its core systems.
Pivotal launched its earliest CRM application in 1996 and has continued to run it up to the present. With 30 years in this field, the company continually updates and adds features to the software.
Features of Pivotal CRM
Pivotal CRM provides industry-specific CRM tools to support a diverse range of business operations. Pivotal CRM cloud capabilities, quick configurability and deep integration with core systems make it a favorable choice for most companies.
Configurability: Users and administrators can make customizations according to their business needs. It does not need a team of implementers—there is minimal coding proficiency required for making those changes. Companies can also easily test and deploy changes to the CRM by themselves. This makes Pivotal CRM a cost-effective choice for companies.
Integration: Pivotal CRM was built on the .NET framework. It means that Pivotal can integrate Microsoft business products such as Microsoft Office, Microsoft Outlook, Microsoft Visual Code, and Microsoft SharePoint, among others into its system. Users are already familiar with these products; therefore, moving them into Pivotal CRM would lead to better understanding and familiarity with the system.
Mobile Connectivity: Pivotal CRM is fully optimized for mobile users. They have access to data as well as significant CRM functionality from multiple mobile devices. They can manage leads, update opportunities, check business insights and streamline sales in real time. For better user experience, it also features optimized layouts, easy scrolling and large buttons.
Flexibility: It is extremely flexible and can adapt quickly to internal business processes, saving time and extra cost of customization. Once it is deployed, it has the ability to work with minimal human intervention and automates marketing, sales and service processes. It comes with dashboards that offer users a flexible way to look at data insights and overall business status.
All these features make Pivotal a solid CRM for efficiently managing businesses. Companies that use Pivotal CRM have seen major positive changes, especially in the sales process.
Let’s see how this converts to market performance for Pivotal CRM.
Comprehensive Report on Pivotal CRM Market Share
Pivotal CRM holds just 0.71% of the CRM vendor market. Most users are long-standing customers who have been using the software since its early days. The team at Pivotal CRM issues periodic updates to support these organizations and ensure proper software functionality.
As the chart shows, Salesforce’s dominance in the CRM market is clear, with competitors such as SAP, Oracle, and Microsoft trailing behind it. Pivotal CRM falls under the ‘others’ category.
List of Companies Using Pivotal CRM
| Company | Website | HQ | Employees | Revenue | Industry | Links |
|---|---|---|---|---|---|---|
| M/I Homes | www.mihomes.com | 4131, Worth Ave, Suite 500, Columbus, Ohio, USA | 5900 | $4500 Million | Real Estate | A document shows how they used it to create a custom CRM for home builders. |
| Vericast | www.vericast.com | 15955 La Cantera Parkway San Antonio, Texas, USA | 9000 | $3000 Million | Marketing | A public post explains how Vericast used Pivotal CRM to enhance their systems. |
| Phoenix Contact | www.phoenixcontact.com | Flachsmarktstraße 8, 32825, Blomberg, Germany | 21000 | $2800 Million | Manufacturing | A success story shows how Phoenix Contact used Pivotal CRM |
| Brown Brothers Harriman | www.bbh.com | 140 Broadway, New York City, New York, USA | 6000 | $1300 Million | Financial Services | A case study shows how BBH deployed Pivotal CRM |
| GrafTech International | www.graftech.com | 982 Keynote Circle, Brooklyn Heights, Ohio, USA | 1000 | $538.7 Million | Manufacturing | A document outlines the use of Pivotal CRM by GrafTech |
| BlueShore Financial | www.blueshorefinancial.com | 1250 Lonsdale Ave, North Vancouver, BC, Canada | 317 | $122.6 Million | Financial Services | A post by Tokara Solutions shows how it was used in BSF’s core systems. |
| Ontario Energy Board | www.oeb.ca | 2300 Yonge Street, 27th Floor, Toronto, Ontario, Canada | 350 | $73.04 Million | Energy | A customer success story shows the use of Pivotal CRM by OEB |
| Captivate Network | www.captivate.com | 501 7th Avenue, Suite 210, NYC, New York, USA | 199 | $57.8 Million | Marketing | A document shows how Captivate regularly updates their Pivotal CRM |
| Verity Credit Union | www.veritycu.com | 11027 Meridian Ave N #102, Seattle, Washington, USA | 118 | $48.2 Million | Financial Services | A report by Tokara Solutions shows how Pivotal CRM use by them. |
| Fil-Tec | www.fil-tec.com | 12129 Mapleville Rd, Cavetown, Maryland, USA | 90 | $40.82 Million | Manufacturing | A case study explains that Filtec used it to enhance their sales pipeline |
Check out our Pivotal CRM Users List for more information.
Industry Wise Pivotal CRM Users
Financial Services Industry
Pivotal CRM software enables financial institutions to track customer interactions, respond instantly to queries, and maintain reliable core systems that runs smoothly. As its serving an industry built on trust and loyalty—Pivotal CRM directly supports those values.
Brown Brothers Harriman & Co
| Headquarters | New York |
| Revenue | $1300 Million |
| Employee Count | 6000 |
Brown Brothers Harriman & Co: One of the oldest elite private investment banks in the US, Brown Brothers Harriman & Co has been a major influence on the US economy since its inception in 1818.
This success story highlights how they used Pivotal CRM for over a decade to maximize end-user value. Recently, they refreshed Pivotal CRM’s user interface. It improved the efficiency of their financial services and enhanced the reliability of their core integrated systems.
Verity Credit Union
| Headquarters | Washington |
| Revenue | $48.2 Million |
| Employee Count | 118 |
Verity Credit Union: It is a member-owned not-for-profit credit union in Seattle, Washington with over 40,000 members using its socially responsible banking services.
This document highlights that Verity Credit Union runs its critical systems on Pivotal CRM. Pivotal’s platform has created a single point of reference for its employees, helping teams immediately access information, receive inbound calls and create records in real time.
BlueShore Financial
| Headquarters | Canada |
| Revenue | $122.6 Million |
| Employee Count | 317 |
BlueShore Financial: It is a cooperative Canadian financial institution currently operating under Beem Credit Union. BlueShore Financial provides professional services that includes financial planning, wealth management, mortgages, and everyday banking.
This post shows how BlueShore leveraged Pivotal CRM’s customization feature to provide personalized high-end service to clients. Essential systems are embedded within Pivotal CRM for easy access by employees.
Marketing Industry
Pivotal CRM is an important part of the marketing industry. It helps with automation of campaign management, lead generation, audience segmentation, and providing analytics to create personalized, high-impact campaigns.
Vericast
| Headquarters | Texas |
| Revenue | $3000 Million |
| Employee Count | 9000 |
Vericast: It is a marketing solutions company that helps businesses across various industries. As a FI Performance Partner, it supports financial institutions by offering tools and guidance through advanced analytics and data-driven insights.
According to this success story, Vericast used Pivotal CRM to drive their sales processes. They achieved it through system enhancements, upgraded Pivotal versions and deep integrations with other systems.
Captivate Network
| Headquarters | New York |
| Revenue | $57.8 Million |
| Employee Count | 199 |
Captivate Network: It is a digital media company specializing in office media networks via elevator and lobby displays. It operates about 22,000 digital screens across office towers and multifamily residential buildings.
A post shows how Captivate deployed complex quoting and proposal processes with Pivotal CRM. They also consistently upgraded Pivotal CRM because easily configurability removes the need for coding proficiency.
Manufacturing Industry
Pivotal CRM helps the manufacturing industry by automating workflows, optimizing supply chain processes and streamlining complex sales processes. This helps them provide enhanced customer service.
Fil-Tec Inc.
| Headquarters | Maryland |
| Revenue | $40.82 Million |
| Employee Count | 90 |
Fil-Tec Inc.: It manufactures various innovative products by using its high quality technical fibers such as candle wicks, sewing threads and industrial threads. Fil-Tec Inc. is based out of Maryland, USA.
According to this post, they implemented Pivotal CRM to integrate with the backend ERP system. This change allowed sales opportunities to turn into orders and, ultimately, into actual deliveries seamlessly.
Phoenix Contact
| Headquarters | Germany |
| Revenue | $2800 Million |
| Employee Count | 21000 |
Phoenix Contact: It is a major developer and manufacturer in the connection technology, electronics and automation industry. As a German company, it has a global network of more than 100 countries.
With the help of Pivotal CRM, they ran a complex data warehouse that could feed and receive data quickly. This complex product suite helped Phoenix Contact to enhance their sales force automation process.
GrafTech International
| Headquarters | Ohio |
| Revenue | $538.7 Million |
| Employee Count | 1000 |
GrafTech International: They have three of the highest capability manufacturing facilities in the world that produce graphite electrode products used in manufacturing electric arc furnace steel and other ferrous and non-ferrous metals.
This post mentions how GrafTech deployed complex quoting processes, trafficking, backend system integrations and UI improvements all through Pivotal CRM. Both GrafTech and Pivotal CRM worked together to provide maximum value to their end users.
Energy Industry
Pivotal CRM enables the energy industry to centralize customer data, optimize field service, improve billing management and support digital transformation for sustainability goals.
Ontario Energy Board
| Headquarters | Canada |
| Revenue | $73.04 Million |
| Employee Count | 350 |
Ontario Energy Board: The board independently regulates Ontario’s natural gas and electricity sectors to keep it sustainable and reliable for consumers. It sets regulated prices for electricity and also approves rates for transport, storage and distribution of natural gas.
Ontario Energy Board used Pivotal CRM to manage complex policies related to electricity and natural gas providers in Ontario. Every year, these regulations are changed and updated which Pivotal CRM can handle due to its flexibility.
Real Estate Industry
Pivotal CRM helps real estate companies plan, operate and execute projects exceptionally to create a profitable and resilient future for every property under the company’s name.
M/I Homes
| Headquarters | Ohio |
| Revenue | $4500 Million |
| Employee Count | 5900 |
M/I Homes: It is a leading construction company based in Columbus, Ohio. They have over 40 years of experience in building single-family homes and attached townhomes. They also offer financing, mortgage and insurance services to new homeowners.
This post mentions that M/I Homes used Pivotal CRM to create a separate home builder CRM in collaboration with Tokara Solutions that would specifically cater to the needs of the home building industry. It supports marketing, sales, contracts, and customer support all in the same platform powered by Pivotal CRM.
Accessing Data on Companies Using Pivotal CRM
Struggling to identify companies using Pivotal CRM? Manual online searches rarely deliver reliable, up-to-date results—and demand hours of your time.
Save yourself from all that labor and let our experts handle your data needs. Over 15 years, we have gathered a sizeable database and delivered actionable data to 4000+ organizations globally. Our team conducts extensive research and meticulously verifies data before sending it to you. Moreover, we refresh and cleanse our database every 45 days, ensuring a 95% deliverability rate for every list you receive from us.
Contact us today to get your own custom list and see the results for yourself!
List of Companies Falsely Reported as Pivotal CRM Users
A quick Google search might give you a list of companies using Pivotal CRM—80% of that list turns out to be false upon deeper research. Outdated information on the internet exists because some companies might have moved to a different CRM solution or never used it at all.
For example, Yamaha is one of the first companies to show up in search results for Pivotal CRM users. But extensive research shows that that Yamaha used Salesforce as its main CRM. These articles by Yamaha and SDCE, published in 2012 and 2004, respectively, provide evidence for the same.
There have been no recent publications that support Yamaha’s use of Salesforce or Pivotal CRM; therefore, it is unclear what Yamaha’s current CRM platform is. Outdated articles like these push out misinformation on the internet.
Here are some other companies that have been falsely listed as Pivotal CRM users:
| Company Name | Actual CRM |
|---|---|
| Ricoh Europe | Service Now |
| Canon | Salesforce |
| Brother International | monday.com |
| Sysco | Salesforce |
| ABB | Salesforce |
| GE Aviation | Salesforce |
| Shell | Salesforce |
| American Airlines | Oracle Siebel |
Conclusion
Pivotal CRM may not be an industry leader, but it’s certainly relied on by many companies. With its customization capabilities, any business can tweak the system to their liking, aligning it with their current needs. This flexibility is Pivotal CRM’s biggest advantage, making it unique among the rest.
This blog explored various aspects of Pivotal CRM for a comprehensive understanding of the software and also provided a detailed list of Pivotal CRM customers. However, understanding alone does not drive substantial outcomes. For that, you need actionable data that will work without fail to enhance your outreach efforts.
Let InfoClutch empower your business by fulfilling your data needs.
Share your business email now, and take the first step toward data-driven success. Our team will reach out to help you achieve your business goals!
